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

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Adding fields to template and basic formatting

In the previous task, we started a new report template and set the page and basic text defaults. We saved the template as Report Training. Now we will add fields to this training report. We will be setting up a name and address block for this purpose because it includes many of the techniques required to successfully create a workable report.

Getting ready

If you are doing this task immediately after finishing the previous task, you should still have the Report Training template open for editing. If so, skip to step 3. Otherwise start at step 1.

How to do it…

  1. From any screen in the ACT! program, click on Reports in the navigation bar on the left-hand side of the screen.
  2. In the list of report templates, ...

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