Genius Series: Inquiry Designer

Get Data into Excel with One Click!

Learn how to create your own custom inquiries in Sage 300 CRE (formerly Timberline) to maximize the effectiveness of these powerful tools.  Inquiries provide a quick, efficient, flexible means for einsteinteachgetting critical information into the hands of users at all levels of management. Customize how you want your Sage 300 Construction and Real Estate (formerly Sage Timberline Office) data to appear. With Sage 300 Inquiry Designer, you’re able to modify prepackaged inquiries or create new ones. AND THEN SEND IT ALL TO EXCEL WITH ONE CLICK.

Sage 300 accounting applications come with more than 100 standard inquiries, each of which provides instant access to business and accounting information. Inquiry Designer enables you to customize the presentation of the information contained in each of these inquiries so that you can access the data most relevant to you or create your own from scratch. When designing inquiries you can include data from any Sage 300 application and apply the formulas, conditions, or notes you choose.

All classes will be recorded and available online for 90 days after the session has ended.

 

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