Sage ACT! 2011 Dashboard and Report Cookbook

More Information
  • Navigate and explore the ACT! report templates
  • Take advantage of all the components on the dashboard for manipulating data and measuring the productivity of your sales force
  • Get up and running with various ACT! dashboards such as the Activities Dashboard, Opportunities Dashboard, and Administrative Dashboard
  • Understand the full capabilities of the Report Designer so that you know what can and can't be done
  • Enhance report templates with program scripts
  • Edit existing ACT! dashboards to include the information that you need to see
  • React to your data quickly and efficiently by filtering dashboard information
  • Drill down on dashboard information to view more detail or to edit your data
  • Copy dashboards into other projects such as PowerPoint presentations
  • Master the use of various report filters
  • Fully utilize the range of ACT! Quick Reports
  • Gain the skills to access your favorite reports quickly

Sage ACT! is the top selling CRM software application, and it helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. In ACT! 2011, a variety of new dashboards and reports are available for producing graphical representations of client information and for measuring the success of your sales force.

This cookbook is full of practical and immediately applicable recipes that will take you from being an ACT! report and dashboard novice to a report-writing pro in no time. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions. You will learn to use ACT!'s Report Editor and Dashboard Designer so that you will be able to easily view important information about your business and your sales force.

The recipes begin by covering the most basic elements of the ACT! reports and continue to include several recipes that will guide you through creating brand-new reports. If you have an ACT! database, you need to be able to access it quickly and logically; this book will help you do just that.

  • Immediately access and fully understand the out-of-the-box ACT! reports and dashboards
  • Get to grips with filtering dashboard information
  • Customize existing reports and dashboards to make permanent changes
  • Create brand-new reports using the ACT! Report Writer
Page Count 216
Course Length 6 hours 28 minutes
ISBN 9781849681926
Date Of Publication 17 Feb 2011


Karen Fredricks

Karen Fredricks began her life rather non-technically growing up in Kenya. She likes to say that she developed her sense of humor while dodging bombs in Beirut where she attended high school. She graduated from the University of Florida and holds degrees in English, Theatre and Accounting. She settled in Boca Raton where she includes tennis, trips to the gym and cheering for the Gators in her busy schedule.

A true CRM expert, Karen is the author of over ten For Dummies books, including titles on ACT!, SugarCRM, Outlook, Business Contact Manager, Office Live and Marketing with Microsoft Office 2007. This is her sixth book devoted to ACT!.

Karen’s firm, Tech Benders, customizes popular contact management and CRM software to help businesses grow by being more productive, efficient, and profitable. Karen believes in working smarter in order to have the time to enjoy life and tries to install that philosophy in her clients.

Roy Laudenslager

Roy has spent his entire career working on computers.  He likes to say he barely missed the vacuum tube computers. He's repaired them, written numerous training manuals about them and spent many years troubleshooting them.  He began working for Symantec when they combined all their technical support in a new site in Eugene, Oregon. When they acquired the ACT! program, he was one of the first ACT! support agents.  He was already familiar with the ACT! program having used the DOS version at another company.He spent the next 10 years supporting the ACT! program for Symantec, then InterACT Commerce Corporation and finally for Sage Software. By the time he left, he was the lead support agent for ACT ”escalations”. Escalations are the problems that the regular support agents are unable to solve; his job was to solve the “unsolvable.” He also trained new support staff on database field modifications, reports, and synchronization. His expertise in the area of synchronization lead to the Knowledge Base document that he wrote for setting up synchronization, making it possible to synchronize ACT! 3 through 6 reliably. After 10-years in ACT! technical support, he wanted to become an ACT Consultant so he left Sage and joined Karen Fredricks as part of Tech Benders to allows him to do what he loved to do:  work with ACT! users! 

Roy has worked with the ACT reports since ACT! for Windows 2.0 and is known around Sage as the ACT report writer guru. He wrote the 12 new reports that first appeared in ACT 2010/12.

In the early part of his career, Roy spent several years working as a technical writer and authored many training and reference manuals.

While working in technical supports for Symantec and later Sage, he contributed one or more articles monthly to the Easy ACT! newsletter. This body of work took place over a 7-year period and represented over 100 articles.

Most recently he was the Technical Editor for the Dummies books on ACT! versions 7-11.