Creating custom reports in Sage 100 Contractor is a very helpful skill, as it enables you to track and represent your data accurately. It is for this reason that this complete and step-by-step guide below will introduce you to creating reports using Sage 100 Contractor, including report setup as well as data manipulation. Below are some of the most important points taken from the blog:.
Understanding Report Form Structure
All custom reports are based on a Report Form that has three main parts:
- Header: Displays company information (such as name, address, and phone number), as well as the title, date, and selection criteria specific to the report.
- Detail Area: This section contains the actual data in a table or list format. This section contains the most important information a person needs to answer the question.
- Footer: This section generally includes summary information, such as totals, subtotals, or additional notes.
All of these sections can be tailored to suit the needs of your business, which allows flexibility in how data is presented.
Setting Up the Report Basics
If you want to add custom fields and make complex reports, first, you need to know about the Report Printing Screen. This screen determines the basic characteristics of the report. Here you can:
- Select the type of report.
- Establish print specifications that determine what data to print.
- There is a place to set the printing options regarding paper size, quality, and the number of copies.
In Sage 100 Contractor, you can either use existing templates or create customized standard reports, hence saving much time when building from scratch.
Adding and Customizing Fields
The book explains how to add and customize fields to display the data you want. To add a field:
- Open the grid area in which the field should be displayed.
- Insert table or individual fields into your document, such as from a list.
After you have inserted these types of fields, you are able to control how the fields are formatted by adjusting font size, alignment, and data formatting. Schuett provides very straightforward instructions on how to alter these field properties so getting a clean and professional layout should be uncomplicated.
Using Primary and Sub-Tables
In Sage 100 Contractor, data is actually stored in Primary Tables and Sub-Tables. Primary tables hold the fundamental data for a report, but the related additional information is found in sub-tables. When a primary table contains client data in an accounts receivable report, a sub-table may contain invoice details.
Understanding how these tables interact helps to draw the right data into your report. Schuett’s guide also explains how to select appropriate tables and link correctly so that the report delivers accurate information.
Creating Calculated Fields
One of the more powerful capabilities of the Sage 100 Contractor custom report is the capability of creating Calculated Fields. Fields can be created that will calculate based on the data contained within the report, such as sums of totals or application of formulas. In this guide, detailed instructions are provided regarding writing the calculated fields, both for the easier basic operations and for the more sophisticated SQL statements.
Further, it has a library of sample calculated fields that can be employed and customized to different reports by the users, thereby making it easier for newcomers.
Conclusion
This guide on how to write a custom report is an important one for the Sage users. It does not matter whether you want to learn it just for a start or seek enhancement in the skills. In the guide, you get good ways on creating and customizing reports. The guide informs you clearly, even offering exercises for unlocking the reporting capabilities of Sage 100. This should help you well to produce reports that have most interest to your business.