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

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Accessing information from Dashboards

Once you've become familiar with the various Dashboard layouts your next step is to start exploring the components found in each layout to see what data they contain. The components are generally arranged in a grid of two columns of three rows for a total of six components per Dashboard layout.

The basic components include:

  • My Schedule At-A-Glance: Found on the Default and Activities Dashboards, this component lists your activities of the current user for the current day.
  • Activities by User: Found on the Default and Activities Dashboards, this component displays the activities for the current user for the current month, sorted by type, in a bar chart. The total numbers of activities are shown in the following ...

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