My 8-Week Report Writing Course starts in 2 weeks!

• Sage 100 Contractor Course starts February 5th
• every Wednesday at 3pm EST for 8 weeks.
• $1,560/seat (paid when reserving seat). (= only 195/wk)

-------------------SUMMARY-----------------------

REPORT WRITERS GROUP 2025 SUMMARY

COURSE OF STUDY – TOPICS, WEEKS 1 TO 8

 Report Writers Group Sessions:

These sessions are 1 hour long each.

Itinerary below: Subject to change.

Homework is crucial!

It is where you learn what you thought you knew but didn’t.

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

Assignment:       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

Assignment:       Job Labor Expense with ER Deductions

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

Assignment:       Continue with prior report.

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

Assignment:       Review pgs 138-156 my book,

Shows all statements in Sage standard reports.

SESSION#        Week 6

Topics:                  Look deeper into SQL & IF-Then-Else Statements

• Nested IF-THEN-ELSE statements

Assignment:       Study Function section in my book

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

Assignment:       REPORT:  Job Labor Hours-Budget-Actual Summary

SESSION#        Week 8a

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

SESSION#        Week 8b

Topics:                  REPORT:  Pending

SESSION#        Week 8c

Topics:                  REPORT:  Job Labor Hours-Budget-Actual Summary

• Researching when ERRORS pop up
• The Misc Fields Table: Beware!
• Using the Sage Knowledgebase

REPORT:  06-01-02-11 Job Cost Summary by Division

• Grouping
• Creating a box around multiple rows of data