04884nam 2200673Ia 450 991082735980332120200520144314.01-283-01296-097866130129681-84968-193-7(CKB)2550000000031322(EBL)948581(OCoLC)797917857(SSID)ssj0000472925(PQKBManifestationID)11325196(PQKBTitleCode)TC0000472925(PQKBWorkID)10436380(PQKB)11160772(Au-PeEL)EBL948581(CaPaEBR)ebr10450985(CaONFJC)MIL301296(iGPub)PACKT0003891(PPN)22804880X(FR-PaCSA)88851777(MiAaPQ)EBC948581(EXLCZ)99255000000003132220110323d2011 uy 0engur|n|---|||||txtccrSage Act! 2011 dashboard and report cookbook /Karen Fredericks, Roy Laudenslager1st ed.Birmingham, UK Packt Enterprise Pub.c20111 online resource (216 p.)Quick Answers to Common ProblemsIncludes index.1-84968-192-9 Cover; Coyright; Credits; About the Authors; About the Reviewer; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Exploring the ACT! Reports; Introduction; Using the ACT! Reports menu; Using the Reports view; Running a Report from the Report view; Choosing a Report Output Option; Editing Reports in the Reports view; Keeping a list of Favorite Reports; Finding the default location of the ACT! Reports; Chapter 2: Filtering Data in Reports; Introduction; Filtering based on a contact field lookup; Filtering Contact reports; Filtering based on a contact activity lookupFiltering Notes and History in reportsFiltering activities in reports; Filtering Groups reports; Filtering Company reports; Filtering Opportunity reports; Preset filters for most used option; Chapter 3: Creating a Quick Report; Introduction; Setting preferences for the quick reports; Selecting and organizing the columns for a Contact List Quick Report; Printing the Contact List Quick Report; Printing the History tab quick report; Printing the Contact Detail View Quick Report; Exporting the Opportunities List View to Excel; Chapter 4: Working with the Report Editor; IntroductionConverting ACT! 6 custom reportsChoosing a template type and setting defaults; Adding fields to template and basic formatting; Naming field objects and individual field formatting; Positioning fields and labels; Adding a custom field and creating a basic script; Adding sections for sorting and grouping; Using sections for sub-totaling and totaling; Chapter 5: Subreports and Scripting Techniques; Introduction; Formatting a List Type report; Adding subreports to a report; Add fields to the secondary contacts subreport; Adding fields to the history subreport; Scripting basics by exampleReverse engineering a set of complex scriptsChapter 6: Labels and Envelopes; Introduction; Editing a standard envelope; Adding a logo to an envelope; Creating a custom envelope; Creating an xx64 label template; Chapter 7: Working with the ACT! Dashboards; Introduction; Getting familiar with the Dashboard layouts; Accessing information from Dashboards; Copying Dashboard information to other products; Printing Dashboards; Making Dashboards the default startup preference; Chapter 8: Filtering Dashboards; Introduction; Filtering Contacts Dashboards; Filtering Activity DashboardsFiltering Opportunity DashboardsFiltering the Admin Dashboard; Changing the Dashboard Data; Chapter 9: Editing Existing Dashboards; Introduction; Cloning an existing Dashboard; Changing the Dashboard display type; Changing the Dashboard default filters; Changing the Dashboard headers and footers; Changing the Dashboard legends; Changing the Dashboard totals; Changing the Dashboard scales and limits; Setting a Dashboard target; Modifying the closed sales to date component; Changing the Dashboard data charts; Chapter 10: Working with the Dashboard Designer; IntroductionCreating a new DashboardOver 65 simple and incredibly effective recipes for creating and customizing exciting dashboards and reports from your Sage ACT! data using this book and eBookTime managementComputer programsTime managementComputer programs.650658.812028553Fredericks Karen1702771Laudenslager Roy1702772MiAaPQMiAaPQMiAaPQBOOK9910827359803321Sage Act! 20114087547UNINA