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

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.

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 –Use the official hashtag: #SageSummit

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

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 

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

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Contact Information Presenter Contact Information: –James Coyle: –Michael Newland: Follow us on –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. – Thank you for your participation.