Export pre-built inquiries to Excel from Sage 300 CRE

Inquiring minds want to know!question-mark-gears-300x300

Meaningful information, at your fingertips – is a common expectation for today’s business software. Sage 300 Construction and Real Estate does this well with an abundance of pre-built inquiries. Inquiries provide instant access to information for users at all levels, from AP/AR personnel to operations and project managers, and even company owners.

Inquiries are windows into your Sage 300 data, and most have a variety of views that show you summarized totals as well as nuts-and-bolts details. They also serve as a handy tool to print mini reports, and with version 12.1 (and later) of Sage 300, the contents of inquiries export beautifully to Excel at the touch of a button!

Best use of the ‘Information Assistant’ module

Inquiries are available in the individual Sage 300 applications, but users can get the information they need all in one location with the use of Information Assistant  (Sage security settings control user access). Some of the answers available quickly include:

  • Amounts invoiced and paid for vendors, customers, contracts and jobs.
  • Overall job performance, with drill-down into cost-estimate variances and transaction details.
  • Project Management document log and change management information.
  • General ledger balances and transaction details.
  • And so much more!

Inquiries are flexible!

To get exactly the information you need, click on a column header to select an option to edit the column contents, insert a column before or after the column, or delete the column altogether. Resize the columns by clicking on and dragging the vertical lines between them. Use conditions to limit the data presented in an inquiry. And if you find that you are constantly customizing the same inquiries every time you use them, you can permanently save the view that gives you the best information if Inquiry Designer is part of your Sage 300 software suite.

Don’t have Information Assistant? You can buy it discounted in the Sage Add Module and Users sale until March 31st, 2017. Click below to start!

 

 

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