Sage 100 Contractor Queries

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….).