Sage ACT! 2011 Dashboard and Report Cookbook -- Sage ACT! 2011 Dashboard and Report Cookbook -- Credits -- About the Authors -- About the Reviewer -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Exploring the ACT! Reports -- Introduction -- Using the ACT! Reports menu -- Getting ready -- How to do it... -- How it works... -- There's more... -- Learning a bit more about specific reports -- A warning about the "Other" Report menu options -- See also -- Using the Reports view -- Getting ready -- How to do it... -- How it works... -- There's more... -- The default order of the Report List -- Adding the modification date to the Report List -- Running a report from the Report view -- Getting ready -- How to do it... -- How it works... -- There's more... -- Limiting access to Report Data -- Choosing a Report Output Option -- Getting ready -- How to do it... -- How it works... -- There's more... -- Editing Reports in the Reports view -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the sort order in the Report view -- Deleting a Report -- Keeping a list of Favorite reports -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the size of the Report view area -- Finding the default location of the ACT! Reports -- How to do it... -- How it works... -- There's more... -- 2. Filtering Data in Reports -- Introduction -- Filtering based on a contact field lookup -- Getting ready -- How to do it... -- How it works… -- There's more… -- Filtering Contact reports -- How to do it… -- How it works….

There's More… -- See also -- Filtering based on a contact activity lookup -- How to do it… -- How it works… -- There's more… -- Filtering Notes and History in reports -- How to do it… -- How it works… -- There's more… -- Filtering activities in reports -- How to do it… -- How it works… -- There's more… -- Filtering Groups reports -- How to do it… -- How it works… -- Filtering Company reports -- How to do it… -- How it works… -- Filtering Opportunity reports -- How to do it… -- How it works… -- Presetting filters for most used option -- How to do it… -- How it works… -- 3. Creating a Quick Report -- Introduction -- Setting preferences for the quick reports -- Getting ready -- How to do it… -- How it works… -- There's more… -- Selecting and organizing the columns for a contact list quick report -- Getting ready -- How to do it… -- How it works… -- There's more… -- Printing the contact list quick report -- Getting ready -- How to do it… -- How it works… -- There's more… -- Printing the History tab quick report -- Getting ready -- How to do it… -- How it works… -- There's more… -- Printing the contact detail view quick report -- Getting ready -- How to do it… -- How it works… -- Exporting the Opportunities List View to Excel -- Getting ready -- How to do it… -- How it works… -- 4. Working with the Report Editor -- Introduction -- Converting ACT! 6 custom reports -- Getting ready -- How to do it… -- How it works… -- There's more… -- Choosing a template type and setting defaults -- Getting ready -- How to do it… -- How it works… -- There's more… -- Adding fields to template and basic formatting -- Getting ready -- How to do it… -- How it works… -- There's more… -- Field sizing -- Naming field objects and individual field formatting -- Getting ready -- How to do it… -- How it works… -- There's more… -- Positioning fields and labels -- Getting ready.

How to do it… -- How it works… -- There's more… -- Adding a custom field and creating a basic script -- Getting ready -- How to do it… -- How it works… -- There's more… -- Adding sections for sorting and grouping -- Getting ready -- How to do it… -- How it works… -- There's more… -- Using sections for sub-totaling and totaling -- Getting ready -- How to do it… -- How it works… -- There's more… -- 5. Subreports and Scripting Techniques -- Introduction -- Formatting a List Type report -- Getting ready -- How to do it... -- How it works… -- There's more… -- Adding subreports to a report -- Getting ready -- How to do it… -- How it works… -- Adding fields to the secondary contacts subreport -- Getting ready -- How to do it… -- How it works… -- Adding fields to the history subreport -- Getting ready -- How to do it… -- How it works… -- See also -- Scripting basics by example -- Getting ready -- How to do it… -- How it works… -- There's more… -- Reverse engineering a set of complex scripts -- Getting ready -- How to do it… -- How it works… -- 6. Labels and Envelopes -- Introduction -- Editing a standard envelope -- Getting ready -- How to do it… -- How it works… -- Adding a logo to an envelope -- Getting ready -- How to do it… -- How it works… -- Creating a custom envelope -- Getting ready -- How to do it… -- How it works… -- Creating an xx64 label template -- Getting ready -- How to do it… -- How it works… -- 7. Working with the ACT! Dashboards -- Introduction -- Getting familiar with the Dashboard layouts -- Getting ready -- How to do it... -- How it works... -- There's more... -- Accessing information from Dashboards -- Getting ready -- How to do it... -- How it works... -- There's more... -- Customizing Dashboard columns -- Refreshing the Dashboards -- Copying Dashboard information to other products -- Getting ready -- How to do it... -- How it works...

There's more... -- Printing Dashboards -- Getting ready -- How to do it... -- How it works... -- There's more... -- Making Dashboards the default startup preference -- Getting ready -- How to do it... -- How it works... -- There's more... -- 8. Filtering Dashboards -- Introduction -- Filtering the Contacts Dashboards -- Getting ready -- How to do it... -- How it works... -- There's more... -- Filtering the Activity Dashboards -- Getting ready -- How to do it... -- How it works... -- There's more... -- Creating a Customized Date -- Working with the Contact History by Type component -- Filtering the Opportunity Dashboards -- Getting ready -- How to do it... -- How it works... -- There's more... -- Filtering the Admin Dashboard -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the Dashboard Data -- Getting ready -- How to do it... -- How it works... -- There's more... -- Adding an Activity -- Creating a New Opportunity -- Deleting an Opportunity -- 9. Editing Existing Dashboards -- Introduction -- Cloning an existing Dashboard -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the Dashboard display type -- Getting ready -- How to do it... -- How it works... -- See also -- Changing the Dashboard default filters -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the Dashboard headers and footers -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the Dashboard legends -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the Dashboard totals -- How to do it... -- How it works... -- There's more... -- Changing the Dashboard scales and limits -- Getting ready -- How to do it... -- How it works... -- There's more… -- See also -- Setting a Dashboard target -- Getting ready.

How to do it... -- How it works... -- Modifying the closed sales to date component -- Getting ready -- How to do it... -- How it works... -- There's more... -- Changing the Dashboard data charts -- Getting ready -- How to do it... -- There's more... -- 10. Working with the Dashboard Designer -- Introduction -- Creating a new Dashboard -- Getting ready -- How to do it... -- How it works... -- There's more... -- Adding or removing columns and rows -- Getting ready -- How to do it... -- How it works... -- There's more... -- Creating wider components -- Getting ready -- How to do it... -- How it works... -- Adding components to the Dashboard -- Getting ready -- How to do it... -- How it works... -- There's more... -- Editing the new component -- Adding additional components to the new Dashboard -- Adding data charts to the Dashboard -- Getting ready -- How to do it... -- How it works... -- There's more... -- Customizing your data chart -- Changing the order of the Dashboard components -- Getting ready -- How to do it... -- How it works... -- There's more... -- Making horizontal moves.