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Sage ACT! 2011 Dashboard and Report Cookbook.

Author: Fredricks, Karen.; Roy Laudenslager
Publisher: Packt Pub. 2011.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Database:WorldCat
Summary:
This is a cookbook of easy-to-follow recipes about ACT! 2011 dashboard and report practices. If you are an ACT! end user who wants to learn about the existing reports and dashboards available in ACT! 2009, 2010, and 2011, then this book is for you. If you are an ACT! administrator who wants to make changes to ACT!'s dashboard and reporting features or a sales manager who needs to measure the effectiveness of his  Read more...
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Details

Genre/Form: Electronic resource
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Fredricks, Karen.; Roy Laudenslager
ISBN: 1283012960 9781283012966
OCLC Number: 746580543
Description: 1 online resource (216)
Contents: Cover --
Credits --
About the Authors --
About the Reviewer --
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 --
Filtering Notes and History in Reports --
Filtering 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 --
Converting Act! 6 Custom Reports --
Choosing 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 --
Reverse Engineering a Set of Complex Scripts --
Chapter 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 --
Filtering Opportunity Dashboards --
Filtering 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.

Abstract:

This is a cookbook of easy-to-follow recipes about ACT! 2011 dashboard and report practices. If you are an ACT! end user who wants to learn about the existing reports and dashboards available in ACT! 2009, 2010, and 2011, then this book is for you. If you are an ACT! administrator who wants to make changes to ACT!'s dashboard and reporting features or a sales manager who needs to measure the effectiveness of his sales force, you will also find this book helpful. New CRM users will learn how to measure the success of their database. Prior knowledge of ACT! is not essential; however, you'll find it helpful to have good working knowledge of how to add data to ACT!, or to work with an ACT! database that has already been populated with data.

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