1. Concept To Solution Getting Started With Sage 300 Construction and Real Estate Office Connector

2. CPE Credit In order to receive CPE credit for this session, you must be present for the entire session. –Session Code: P-0637 –Recommended CPE Credit = 1.5 –Delivery Method = Group Live –Field of Study = Specialized Knowledge and Applications Visit the Sage Summit Connect kiosks to enter CPE credit during the conference.

3. Introduction Presenters –James Coyle, Co-Founder & President, Event 1 Software –Michael Newland, Co-Founder & Vice Present Product Management, Event 1 Software This presentation will be available on Sage Summit Virtual Totebag Follow Sage on Twitter: @Sage_Summit –Use the official hashtag: #SageSummit

4. Starter Reports Overview Installed with Sage 300 Construction and Real Estate Six Reports –Account Ledger with Detail –Cost To Complete –Job List with Maps and Weather –Lease Expiration –Sage Timberline Office Dashboard –Search Sage Timberline Office No license required to use reports

5. Starter Reports - Customization Type Of CustomizationYesNo Add/Edit Excel Formulas Change Formatting & Layout Insert New Worksheets Show/Hide worksheets, rows, columns Add/Modify/Delete Queries  Add/Modify/Delete TS Formulas  Add/Modify/Delete Excel Macros 

6. Hands On - Exercises Exercise #1 – Customizing a Starter Report Exercise #2 – Customizing a Query Template Exercise #3 – Modify a Standard Write Template Exercise #4 – Update Job Schedules

7. Your Feedback is Important to Us! Completing a session survey is fast and easy: Stop by a Sage Summit Survey kiosk or complete the survey on your mobile phone, laptop, or tablet through the Sage Summit mobile app. –IOS, Blackberry, or Android users may download the app from the App Store by searching “Sage Summit” –Laptop users may use this link www.sagesummit.com/webmobilewww.sagesummit.com/webmobile Remember each completed survey is another entry for one of several daily prize drawings, including an Apple iPad! Your feedback helps us improve future sessions and presentation techniques. Session code for this session: C-0634

8. Contact Information Presenter Contact Information: –James Coyle: jamesc@event1software.comjamesc@event1software.com –Michael Newland: michaeln@event1software.commichaeln@event1software.com Follow us on Twitter: @Sage_Summit –Use the official Sage Summit hashtag: #SageSummit Don’t forget to use the Sage Summit mobile or web app for all your conference needs. Access presentations on Sage Summit Virtual Tote Bag. –www.sagesummit.com/virtualtotebagwww.sagesummit.com/virtualtotebag Thank you for your participation.