LEADER 04799nam 2200637Ia 450 001 9910456951203321 005 20200520144314.0 010 $a1-283-01296-0 010 $a9786613012968 010 $a1-84968-193-7 035 $a(CKB)2550000000031322 035 $a(EBL)948581 035 $a(OCoLC)797917857 035 $a(SSID)ssj0000472925 035 $a(PQKBManifestationID)11325196 035 $a(PQKBTitleCode)TC0000472925 035 $a(PQKBWorkID)10436380 035 $a(PQKB)11160772 035 $a(MiAaPQ)EBC948581 035 $a(PPN)22804880X 035 $a(Au-PeEL)EBL948581 035 $a(CaPaEBR)ebr10450985 035 $a(CaONFJC)MIL301296 035 $a(EXLCZ)992550000000031322 100 $a20110323d2011 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 10$aSage Act! 2011$b[electronic resource] $edashboard and report cookbook /$fKaren Fredericks, Roy Laudenslager 210 $aBirmingham, UK $cPackt Enterprise Pub.$dc2011 215 $a1 online resource (216 p.) 300 $aIncludes index. 311 $a1-84968-192-9 327 $aCover; 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 lookup 327 $aFiltering 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; Introduction 327 $aConverting 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 example 327 $aReverse 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 Dashboards 327 $aFiltering 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; Introduction 327 $aCreating a new Dashboard 330 $aOver 65 simple and incredibly effective recipes for creating and customizing exciting dashboards and reports from your Sage ACT! data using this book and eBook 606 $aTime management$xComputer programs 608 $aElectronic books. 615 0$aTime management$xComputer programs. 676 $a650 676 $a658.812028553 700 $aFredericks$b Karen$0858106 701 $aLaudenslager$b Roy$0858107 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910456951203321 996 $aSage Act! 2011$91915828 997 $aUNINA