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

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Adding fields to the history subreport

In the previous task, we added a limited number of fields to the subreport and didn't add any custom sections for grouping or sorting. In this task we will be adding more fields and making use of sorting and grouping.

Getting ready

If you are doing this task immediately after finishing the 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, right-click on the Report Training 2 template and select Edit Report.
  3. In the field immediately above the Toolbox, click the dropdown ...

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