EVENT DETAILS:
- Eight 1-Hour Sessions, Every Wednesday at 3pm EST
- Limited to 15 Persons (first come, first served)
- In-depth course of study, with homework
- Starts February 5th 2025 (runs 8 weeks)
- Course Cost: $1560 per person (8 weeks)
Course of Study:
- Report Forms
- Custom Reports
- SQL Statements, and other Formula types
- Beginner and Intermediate Students
- Request to see full course outline.
MEETING STRUCTURE: (1 Hour is a short time to cover outline.)
- Greeting and Events during the prior week
- Review of Assignments (turned in day before meeting)
- Review of Questions (from assignments turned in)
- Course of study (follow week’s outline)
- Discussion
- Assignment for this week
SESSION: Week 1
Topics: First session of Report Writers Group
- Introductions of members
- Overview of creating Custom Reports & Report Forms
- REPORT REQUEST FORMS: Scope Worksheet
- Report Form Samples
- Pre-Defined Fields
- Saving your report often
- Starting a new report
- Choosing a Report Form for your new report
- Object Properties
- Drawing lines, boxes in your Report Form
- Adding type to your Report Form
- Difference between the Custom Report and the Report Form
SESSION: Week 2
Topics: REPORT: AR Invoice List by Job-Phase
- Review of submitted assignment report
- Use SNAG-IT for capturing screen sections, and is a powerful app.
- Using the align feature (Top, Left, or right adjusted)
- Using color in a box in your reports
- More on Report Forms
- Global Calculated Fields
SESSION: Week 3
Topics: REPORT: Job Labor Expense with ER Deductions
- Why using the “Timecard Lines” as the Primary Table
- What is “New Form” and “New Page” & how Grouping relates
- Lining up the column Titles with their fields
- Expanded Primary Tables to see linked tables
- Reviewing: SQL Statements in my book, starting on page 108
- Using and Saving Global Calculated Fields
SESSION: Week 4
Topics: Questions that came up
- Using “Year” in Selection Criteria
- What’s wrong with my SQL Statement?
- Trouble getting columns to line up
- Input of our Newsletter
SESSION: Week 5
Topics: FUNCTIONS: SQL Statements, If-Then-Else, & More
- Using the ^ or the ` separator in field name
- The order of phrases after the WHERE can make a difference
- Using “between” in statements
- Inner Joins
SESSION: Week 6
Topics: Look deeper into SQL & IF-Then-Else Statements
- Nested IF-THEN-ELSE statements
SESSION: Week 7
Topics: Saving your report OFTEN!
- 6-8-1 Cost to Complete Module
- Prevent partial blank pages
- Changing field names on Sage screen
- Using Line Breaks in your formulas
SESSION: Week 8
Topics: REPORT: Job Labor Hours-Budget-Actual Summary
- Choosing the right Primary Table
- Using the Cost Code Primary Table
- Font choice is important
- Things to know about VARIABLES
- Choosing a Report Form
