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ACT! Report Writing Seminars

This hands-on workshop is a comprehensive exploration of the reporting alternatives for ACT! 2008. It includes a comparative overview and hands-on exercises with the ACT! report generator, Crystal Reports, and add-on reporting products.

This is the same seminar (bootcamp) that received rave reviews at the Mastering ACT! conference, the Australian Insights 2006 conference, and has been conducted at nine U.S. locations - every participant recommends the class!

Seminar Fee: Available to ACT! certified consultants through Sage Software.

Location	2006 Dates
San Francisco, CA	Sat 7/29, Sun 7/30, Mon 7/31 - Sold Out
Chicago, IL	Tue 8/22, Wen 8/23 - Public Invited!
New York, NY	Sat 9/9, Sun 9/10, Mon 9/11 - Sold Out
Chicago, IL	Sat 10/21, Sun 10/22, Mon 10/23
Hunter Valley, Australia	Tue 10/31, Wen 11/1, Thu 11/2 - During the Sage Business Partner Conference
Las Vegas, NV	Thu 11/16, Fri 11/17, Sat 11/18 - after the MAv3 conference! - Sold Out
Location	2007 Dates
Los Angeles, CA	Sat 2/17, Sun 2/18, Mon 2/19 - Sold Out
New York, NY	Sat 3/31, Sun 4/1, Mon 4/2 - Sold Out
London U.K.	Sat 4/14, Sun 4/15 (no test!) - Private offering for ACT! CCs by Gold Coast Advisors
Charlotte, NC	Sat 8/11, Sun 8/12, Mon 8/13
Washington, D.C.	Sat 11/17, Sun 11/18, Mon 11/19
Location	2008 Dates
Los Angeles, CA	Sat 2/16, Sun 2/17, Mon 2/18

Last Year's Agenda:

Day 1

Learn the fundamentals of report planning and the pros and cons of selecting a reporting solution. The ACT! report writer is examined and advanced topics are demonstrated in a hands-on lab setting. The day concludes by examining SDK to user interface add-ons.

Reporting Overview: Selecting the right tool for the job
Reporting options matrix introduction
Reporting 101 - centricity, records, & table linking
Building a report specification

Untraditional reporting options for ACT! 2006
Excel - Pivot Tables/Charts
ACT! report writer overview

ACT! report writer advanced features

Optional (Add-on Review)

ContactList Plus
TaskList Plus
TopLine Dash

Day 2

"Real world" client scenarios are examined and implemented by using Crystal Reports techniques. Add-on reporting methods such as Crystal Clear Essentials, ReportAbility, AutoExtract, and the ACTREADER.EXE are presented. All of the reporting options are reviewed and analyzed and techniques for maximizing consulting revenue are discussed.

Accessing ACT! data via the OLEDB Provider
Crystal Reports overview/demonstration
Crystal Reports "Crash Course"
OLEDB Provider & Crystal Reports
The "art" of reporting - style considerations
ACTREADER.EXE
Maximizing Consulting Revenue With Reporting
Reporting Options Matrix Review
Open forum on reporting options

Optional (Add-on Review)

Crystal Clear Essentials
ReportAbility/AutoExtract
Stonefield Query

Day 3

Q&A
Report-writing seminar test
Additional lab exercises and individual coaching
Steve takes the test (test review)
Seminar wrap-up

*Some adjustments may be made based on participant interest and new product offerings.

Reviews:

Over 100 ACT! consultants have attended and recommend this seminar!

"Hands down the best professional development class I have ever taken in the ACT! industry...maybe anywhere. Great job, Steve!"
Edward Kachinske

"The best presented ACT!-centric class I've ever attended! Steve's excellent understanding of the subject matter and his excellent self-prepared handouts make this session a "must attend"."
Brian Astle

"A class that I will recommend to all ACT! CCs. Any ACT! CC that wants to make more consulting dollars should invest in this report-writing class!"
Susan Luongo

"Great course, essential for "serious" ACC."
Neil Gilford

"Excellent give and take. Very enjoyable, very informative. This will affect my bottom line - Thanks!"
Ron Madara

"Great job! Great tips & tricks! This course will save us time and make us extra consulting revenue."
Alan Lee

"When I signed up for the class, I had some reservations about whether I could justify the time spent and income lost, but after taking the class, I am so glad that I did. The information form the class will help my consulting business immensely."
Aaron Alter

"Great class for understanding reporting limitations and options! Thanks for sharing your expertise!!!
Debora Boyle

Thanks very much, Steve! The seminar went way beyond "this is how it's done." Really prepared us to be "report consultants." We learned what can/cannot be done, what reporting tools will do what, etc. I recommend Steve's class.
Rita Kogstad

"Very informative. A great summary of reporting capabilities with ACT! and I feel much more confident in discussing reporting with my prospects and clients."
James Baird

"Steve pulls together everything you need to know about ACT! report writing into one clearly presented class - good pace, great material."
Kevin Chieff

"Steve did an excellent job in explaining all of the options and alternatives in the world of ACT! reporting. If you are confused about all the options then I would definitely recommend this class. Steve has great insight into not only reporting, but customer relations as well."
Rich Spitz

"One of the most useful courses I have ever done. Certainly the best ACT! seminar I have done. Thanks, I won't be putting off talking about reports to clients again."
Rob Dixon

"Wow. That's all. Wow!"
Kristi Smith

"This seminar will make ACT! fun again."
Bevan Wistar

Coming Soon

Steve's white paper on the "art of reporting" detailing his style best practices.

To incorporate color effectively in reporting check out this tool: Color Wheel Pro - a program that allows you to create color schemes and preview them on real examples.