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

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Using sections for sub-totaling and totaling

In the previous task, we added a custom section to our training report template to group and sort the data by the content of the city field. Now let's assume that we would like to know how many records there were of each city included in the report. To do that, we will use another capability of the custom section, creating sub-totals and totals.

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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