Sage ACT! 2011 Dashboard and Report Cookbook

Take your Customer Relations Management to new levels of efficiency with the 65+ recipes in this indispensable Cookbook. You’ll be creating and customizing superb dashboards and reports from your Sage ACT! data in no time.

Sage ACT! 2011 Dashboard and Report Cookbook

Cookbook
Karen Fredricks, Roy Laudenslager

Take your Customer Relations Management to new levels of efficiency with the 65+ recipes in this indispensable Cookbook. You’ll be creating and customizing superb dashboards and reports from your Sage ACT! data in no time.
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Book Details

ISBN 139781849681926
Paperback216 pages

About This Book

  • 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

Who This Book Is For

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.

Table of Contents

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
Presetting 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
Adding 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 the Contacts Dashboards
Filtering the Activity Dashboards
Filtering the 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 charts
Chapter 10: Working with the Dashboard Designer
Introduction
Creating a new Dashboard
Adding or removing columns and rows
Creating wider components
Adding components to the Dashboard
Adding data charts to the Dashboard
Changing the order of the Dashboard components

What You Will Learn

  • 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

In Detail

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.

Authors

Table of Contents

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
Presetting 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
Adding 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 the Contacts Dashboards
Filtering the Activity Dashboards
Filtering the 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 charts
Chapter 10: Working with the Dashboard Designer
Introduction
Creating a new Dashboard
Adding or removing columns and rows
Creating wider components
Adding components to the Dashboard
Adding data charts to the Dashboard
Changing the order of the Dashboard components

Book Details

ISBN 139781849681926
Paperback216 pages
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