I'm a Sage 300 CRE user and I use Office Connector for all my excel reporting. They also have a product called Liberty Reports for Sage 100, if it's anything like Office Connector it is well worth the money.  

Thank you! I'm looking into for sure. It's just a little disappointing that we have to purchase an add-on for decent Excel reports.

Amanda,

You may also want to look at Sage Intelligence Reporting as an option for Excel-based reports for Sage 100 Contractor.

Greig Hollister

Sage

I'll check that out too! Thanks for your input.

You may also connect directly to Excel using the standard Excel database queries built into Excel. The other functions mentioned are easier to use, but if you know what you are looking for, Excel can do everything you need. Especially now that Sage 100 Contractor is on version 20.

Kelcie, I have a question regarding your response above "You may also connect directly to Excel using the standard Excel database queries built into Excel," would you be able to discuss more?

Thanks Kelcie. Unfortunately, I'm not very familiar with Excel queries, but maybe I should take some time to learn them. We also haven't made the switch over to version 20 yet for a few different reasons, but hope do so very soon. Sounds like v.20 has got a lot of great new features! Thanks again for your input!

Yes. Ultimately you need to be on Excel on a version that can "see" your SQL Server Instance. Then click Data, -> From Other Sources ->SQL Server

From there, Microsoft will ask for your SQL instance info. This looks different depending on which version of Excel you are running, but the fundamentals are the same. Enter your SQL Server Name (typically your computer name/server name and then a "\Sage100Con", though this can be different for everyone). This information is displayed when you log into Sage 100 Contractor or the database administrator. 

In this example, I need to identify my login credentials first, then I will select the company. In others, you would enter the company name and then select your credentials.

Once I've picked the company and credentials, now I have access to pull Sage data tables into Excel. 

The biggest issue then becomes, how do you know what tables and fields contain the information you want from reporting. Sage provides a data dictionary that lists all the tables and table names and field names along with the connection points for related tables. To find this, print the 13-7 Print Database Format.

This should allow you to run just about anything you needed. Once you pull in the table(s) you need, you can search for Excel functions to perform various functions. The most common ones I use are vLookup, SumIfs, IfError

Hope that helps!

No problem. There are similar ways to connect to version 19, but you would need what is called the Visual Fox Pro Driver. If this is something that you need, I can expound on that for you as well.

I do appreciate your offer, but I think I'm ok for now. Really hoping we can make the switch sooner rather than later to v.20.