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

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Chapter 4. Working with the Report Editor

In this chapter, we will cover the following topics:

  • 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

Introduction

In this chapter, we will be working with the ACT! report editor. We won't be covering the running of the reports here other than for testing purposes. We will 'go under the hood' to look at how to create and customize report templates and good practices for creating the report templates. The converting of custom ...

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