O'Reilly logo

Sage ACT! 2011 Dashboard and Report Cookbook by Roy Laudenslager, Karen Fredricks

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Using the ACT! Reports menu

The most common method of running a report is from the Reports menu, which is located on any of the ACT! views. Ironically, you'll even find the Reports on the menu bar in the Reports view, which we will be covering later in this chapter.

Getting ready

Some of you may have used other software programs that allow you to filter a report after you run it. For example, your accounting software might let you run a Profit and Loss statement, and then change the date range once the report is run.

ACT! works a bit differently. The ACT! Reports offer only very basic filtering options; if a report doesn't contain the filter options you're looking for then you must do the filtering prior to running the report. For example, if you ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required