Beginning Report Designer
Power Tools Live Training
This 2-day workshop is for the Sage 300 Construction user who wants to take charge of their own reports and craves the flexibility to adjust their reporting on the fly to the people who will receive it.
$800 for first attendee
$700 for each additional company member.Dates:
June 18-19, 2013
October 23-24, 2013
9 a.m to 5 p.m
LAI Training Room
7440 East Sixth Ave.
Scottsdale, AZ 85251
Need more info?
Email | 480.423.8300
Clients responsible for designing custom reports, inquiries or financial statements. Typical attendees include accounting managers, project managers or system administrators.
Hands-on workshop focusing on the planning process for reports, inquiries and statements, as well as on ways to create, modify and save simple designs.
- Day 1: covers the Report Designer.
- Day 2: focuses on Financial Statement Designer and Inquiry Designer. Clients are welcome to attend one or both days.
We strongly recommend that participants have worked with Sage 300 Construction and Real Estate (formerly Sage Timberline Office) for at least three months so that they are familiar with the database structure and the location of fields.
A minimum of three registrants is required to hold the workshop. We will notify you if the minimum is not met.
Report Designer’s flexibility lets you design custom reports that meet the needs of everyone you work with. This session gives you a comprehensive introduction to the reporting process, from planning to creation.
- Data structure
- Planning for your reports
- Record Selection
- Processing Record and Sort Order
- Field Insertion, Formats
- Clear, Delete, Move, Slide, Rows, Columns
- Applying formulas
- Totals and Summarization
- Line Spacing, Page Breaks
- Prompt Windows
- Print Controls
- Functions: IF, JOIN, LOOKUP
- Managing custom reports
Financial Statement Designer makes it easy to present your financial information professionally. Learn everything from balance sheets and budget variance reports to 12-month spreadsheets and entity comparison statements.
- Planning your statements
- Text Elements
- Column Instructions and Options
- Expressions, Totals, Overrides
- Total Instructions
- Statement Groups
- Printing financial statements
- Using prefixes
Inquiry Designer is the key to accessing your project accounting information on-screen, instantly. Learn how to create your own inquiries and modify existing ones to pinpoint exactly the information you need.
- Planning your inquiries
- Conditions, Orders
- Default Table Views, Form Views
- Default Jumps, Column-Specific Jumps
- Modifying existing inquiries
- Managing inquiries