• Report Writing Classroom Training for Sage 300 CRE

  • Working on a financial statement format you just can’t get right? How about those payroll reports that you’ve always wanted to do? Maybe you just want to modify a standard report or inquiry to suit your data and your needs. Digitek’s knows the challenges you face and tailor-made these intensive courses in classroom format to help you discover and build your expertise.

    CoursesDateFees
    Crystal Reports: The Basic & BeyondThu, 30th Apr 2020$695
    Office Connector: Enhanced Custom Report WritingFri, 1st May 2020 $695

    Time: 8:00am – 5:00pm. Please arrive 10 minutes before class commences.
    Location: Digitek Solutions LLC. 1220 N. Spencer St #100 Mesa, AZ 85203.
    Meals: Morning refreshments and lunch included. Lunch break from noon to 1:00pm.
    Instructor: Seth Meyer, Sage Certified Consultant

    Discounts:

    1. $100 off per person when the same person registering for 2 full-day classes.
    2. The second attendee from the same company registering for the same class receives an additional $100 off per class.

    How To Register:

    1. Please download and fill up the registration form then email it to consulting@digiteksolutions.com.
    2. Payment must be received before Monday, 20th April to confirm your reservation. No refunds after 20th April.
    3. Digitek holds the right to cancel the class if less than three registered.
    4. If you have any questions, please contact Laura at 602.334.4670.

    Crystal Reports: The Basic & Beyond

    Who Should Attend: Both operations and accounting personnel who are ready to make the jump to Crystal Reports and want to take on more challenging tasks.

    Course Overview:  This 8-hour course will cover the fundamentals to the intermediate level of report design which includes formatting, grouping, filtering, formulas, functions, data relationship, cross-tabs and sub-reports. With plenty of hands-on activities, you will be able to create a professional report from scratch at course completion.

    Requirements: Workstation MUST have Crystal Reports accessible and connected to Sage 300 CRE data. No prior experience with Crystal Reports is needed. However, we highly recommend that you be familiar with the Sage 300 CRE database.

    Course Outline:

    1. Get Started with Crystal Reports
      • Obtain Crystal Reports
      • Configure the ODBC connection
      • Connect to your Sage 300 CRE database
      • Open a report and work with data fields
    2. Plan & Design a Report
      • Set Crystal Reports options
      • Evaluate report specifications and plan the report
      • Create a new report and use the Database Expert
      • Add fields, formatting and graphical elements to the report
    3. Setting Criteria & Data Relationships
      • Use the Select Expert
      • Set criteria on the report
      • Link tables
      • Set Join types correctly
      • Understand how Joins affect what data is returned
    4. Sorting, Grouping & Summaries
      • Sort data on the report
      • Group report information
      • Add group totals and grand totals
      • Add running totals
    5. Working with Formulas
      • Create a formula using the correct syntax
      • Understand the order of precedence and syntax rules
      • Check formulas for errors
      • Copy and delete formulas
    1. Functions & Special Characters
      • Add functions to formulas
      • Understand data type issues
      • Use functions to convert data types
    2. Formatting Fields & Sections
      • Suppress zero values
      • Format fields conditionally (according to their value)
      • Change section formatting
      • Format sections conditionally
      • Suppress records conditionally
    3. Parameters, Charts & Graphs
      • Add a parameter to a report
      • Control the display of data based on a parameter’s value
      • Add a chart to a report
      • Add a graph to a report
    4. Cross-Tabs
      • Creating Cross-Tab reports
      • Summarizing the detail into meaningful summaries
      • Placing multiple Cross-Tabs on one report
    5. Sub-Reports
      • Understand the difference between Sub-Reports
      • Configure Sub-Report links
      • Insert and format Sub-Report
      • Create on-demand Sub-Report

    Office Connector: Enhanced Custom Report Writing

    Who Should Attend: Both operations and accounting personnel who want to enhance custom report writing of Sage 300 CRE through Excel.

    Course Overview:  This 8-hour course will cover the fundamentals and the advance functions available through Office Connector Query, Write and Import.  The business processes that will be discussed in depth are GL Entries or Budgets, AP Invoices or Credit Card Expenses, WIP & Forecasting, Commitment Management and Financial Reporting.

    Requirements: Workstation MUST have Office Connector Suite accessible and connected to Sage 300 CRE data. No prior experience with Office Connector is needed. However, we highly recommend that you be familiar with the business processes mentioned above and Sage 300 CRE structures.

    Course Outline:

    1. Getting Started with Office Connector
      • Using the Launch Pad
      • Review the reports that come with Office Connector
      • Review the Office Connector Toolbar & Office Connector Functions
    2. Creating Reports
      • Anatomy of a Report
        • Report Header
        • Driving Query
        • Adjacent Columns
        • Report Footer
      • Using the Query Wizard
      • Inserting the Adjacent Columns
      • The Use of a Parameters
      • Adding Conditions
      • Workbook Preference
      • Saving a Workbook as a Template
    3. Office Connector Database Functions
      • TLLookup vs TSFind – When and how to use these functions
      • TSCount – Count the number of records in a table
      • TSDataFolder – Returns the name of the data folder that is currently being accessed
      • TSSum – Returns for a total for a numeric
    4. Office Connector Special Functions
      • OCDrillDown – Allows you to double-click a cell in the main worksheet to navigate to a detail worksheet, where detailed data will be returned related to the original cell
      • OCRetain – Keeps the values in a data entry column on the correct rows when the adjacent query is refreshed
      • Adding a REFRESH Button
    1. Query SQL Navigation
      • Anatomy of the Query SQL
      • Using “SORT BY” to sort to the worksheet data
    2. GL Entries or Budgets
      • Review the issues involved in managing GL Entries and Budgets
      • How to build tools using Office Connector to help manage those processes
    3. AP Invoices or Credit Card Expenses
      • Review the issues involved in managing AP invoices and AP credit cards
      • How to build tools using Office Connector to help manage those processes
    4. WIP & Forecasting
      • Modify the Office Connector WIP & Forecasting worksheets included with the program
      • Go through the steps needed to build Commitment Management reporting tools using Office Connector
    5.  Commitment Management
      • Review the issues involved in managing commitments, from dates to custom fields to Subcontractor Compliance
      • Review how to build tools using Office Connector to help manage those processes
    6. Financial Reporting
      • Learn how Office Connector Financials can be used to create financial statements and financial analysis data