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Sage ACT! 2011 Dashboard and Report Cookbook.
Over 65 simple and incredibly effective recipes for creating and customizing exciting dashboards and reports from your Sage ACT! data using this book and eBook.
| Clasificación: | Libro Electrónico |
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| Autor principal: | |
| Otros Autores: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Pub.,
2011.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- 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 reportsA 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 lookupHow 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.