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Sage ACT! 2011 Dashboard and Report Cookbook

Karen Fredricks Roy Laudenslager 著

更新時間：2021-04-09 22:07:07

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Thisisacookbookofeasy-to-followrecipesaboutACT!2011dashboardandreportpractices.IfyouareanACT!enduserwhowantstolearnabouttheexistingreportsanddashboardsavailableinACT!2009,2010,and2011,thenthisbookisforyou.IfyouareanACT!administratorwhowantstomakechangestoACT!'sdashboardandreportingfeaturesorasalesmanagerwhoneedstomeasuretheeffectivenessofhissalesforce,youwillalsofindthisbookhelpful.NewCRMuserswilllearnhowtomeasurethesuccessoftheirdatabase.PriorknowledgeofACT!isnotessential;however,you'llfindithelpfultohavegoodworkingknowledgeofhowtoadddatatoACT!,ortoworkwithanACT!databasethathasalreadybeenpopulatedwithdata.

目錄(89章)

倒序

封面
版權頁
Credits
About the Authors
About the Reviewer
Support files eBooks discount offers and more
Preface
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Chapter 1. Exploring the ACT! Reports
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
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
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
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
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
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
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
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
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
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
Index 更新時間：2021-04-09 22:07:07

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Sage ACT! 2011 Dashboard and Report Cookbook