Sage ACT! 2011 Dashboard and Report Cookbook


Sage ACT! 2011 Dashboard and Report Cookbook
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Overview
Table of Contents
Author
Support
Sample Chapters
  • 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

Book Details

Language : English
Paperback : 216 pages [ 235mm x 191mm ]
Release Date : February 2011
ISBN : 1849681929
ISBN 13 : 9781849681926
Author(s) : Karen Fredricks, Roy Laudenslager
Topics and Technologies : All Books, Other, Cookbooks, Enterprise

Table of Contents

Preface
Chapter 1: Exploring the ACT! Reports
Chapter 2: Filtering Data in Reports
Chapter 3: Creating a Quick Report
Chapter 4: Working with the Report Editor
Chapter 5: Subreports and Scripting Techniques
Chapter 6: Labels and Envelopes
Chapter 7: Working with the ACT! Dashboards
Chapter 8: Filtering Dashboards
Chapter 9: Editing Existing Dashboards
Chapter 10: Working with the Dashboard Designer
Index
  • 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

                      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.

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                      Sample chapters

                      You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                      What you will learn from this book

                      • 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.

                      Take full advantage of the new dashboard and reporting capabilities of this popular CRM solution to transform and present this popular CRM solution your ACT! data to make business decisions at a glance.

                      Approach

                      This is a cookbook of easy-to-follow recipes about ACT! 2011 dashboard and report practices.

                      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.

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