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

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Adding fields to the secondary contacts subreport

Now that we've added two subreports to the main template body; we need to add the appropriate fields to the subreport and format the subreport. This process is similar to the tasks we performed in Chapter 4, however there are some things that are unique to subreports. The first subreport we'll configure is the one we named Secondary Contacts.

Getting ready

If you are doing this task immediately after finishing your previous task, you should still have the Report Training 2 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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