Sage CRE Brunch Club: Sage 300 CRE Report Writing

Mary Kay Campbell discusses report writing in Sage 300 construction and real estate in this video. She delves into setting up and using prompt fields, counters, and the nuances of combining "and" and "or" conditions in reports to tailor data views and improve reporting accuracy. Additionally, Mary explores advanced features like join and lookup functions, providing practical tips and demonstrating their application live on the software.

• Prompt fields can be used to limit and condition the data displayed in reports, enabling more targeted analysis.
• Counter functions in report design can help track and display specific data metrics, such as the number of checks issued in a given period.
• Combining ANDs and ORs in report conditions can sometimes lead to unpredictable results, necessitating careful testing and potentially complex formulas.