One of the most powerful, but often underutilized, functions
in Sage 100 Contractor is Queries.
Sometimes called the Find Records function, it can be a great help in
mining data and solving problems.
Queries are accessed by the Binoculars Button found in the upper right
quadrant of most data screens. A few
prebuilt queries are included in the program, although I find most of them to
be limited.
Build your own queries quickly and easily using the Query
Wizard. Click on the New Button to start
the Query Wizard, give the query a name, define what data you want to see in
your results and how you want it sorted and grouped, finally define how you
want your data selected and filtered.
When the query is run, you will see the individual data records you asked
for, with the ability to drill down into the underlying records!
Queries are limited, in that you cannot perform calculations
on the data inside the query, but you can export the result to Excel and then
add calculations, re-sort the data, summarize the data, etc.
Get comfortable with creating queries! The Query Wizard is an important component of
the Alert Manager function and if you can create your own queries, you can
easily set up your own Alerts (but that’s a Tip for another day….).
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