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Chapter 1. Exploring the ACT! Reports

In this chapter, we will cover:

  • Using the ACT! Reports menu
  • Working with the Reports view
  • Adding reports to the Favorites List
  • Removing a Report from the Favorites List
  • Running a Report from the Favorites List
  • Choosing a Report Output Option
  • Finding the Default Location of the ACT! Reports

Introduction

Once you've added information into ACT! the next step is to be able to view that information in an organized fashion. With over 60 reports to choose from, you'll probably be able to find a report that will give you exactly the information you're looking for.

After reading this chapter, you'll be familiar with the various out of the box ACT! Reports. You'll even find where they are located on your computer. You'll learn how to find the reports you need and more importantly, how to organize them into favorites so that you'll be able to find them again. You'll also learn how to run a report, and find out how to share those reports with colleagues.

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