Create: Teaching You “How to Create Custom Reports”
Ask about Our Next 6-Week Report Writing Class!
Learn “How to Create” in Sage 100 Contractor software.
The Class will start in September 2026. The actual start date is yet to be determined.
Contact Jim Schuett for details: 480.277.7550; jim@Sage100Reports.com
2026 Training Class Curriculum
REPORT WRITING CLASS 2026 SCHEDULE & TOPICS
COURSE OF STUDY SUMMARY
Report Writers Group Sessions, 6-Weeks:
- This course is good for beginners and intermediate users of Report Writer.
- Experienced users will also benefit from this course.
- These sessions are 1 hour long each, from 3pm to 4pm EDT.
- Online Sessions using Microsoft Teams. Please verify your system has Teams.
- Have headset to use microphone and hearing, to communicate during class.
- All classes will be recorded. All recordings will be available to class members.
- This course includes receiving my book “How To Write Custom Reports” (digital copy)
MEETING STRUCTURE:
- Greetings & Welcome
- “Did You Know” ( “Tips” about Sage )
- Review of Prior Week’s Assignment
- Today’s Outline ( Course of study )
- Instruction & Discussion
- Assignment for this week
IMPORTANT NOTES
IMPORTANT: THE “CURRICULUM” ADJUSTS TO THE NEEDS OF THE SPECIFIC CLASS MEMBERS.
- “Homework” is assigned each week. Homework is crucial and consists of working on creating your own report: This is where you learn “What You Don’t Know!”
- “Everyone Learns Differently!” – There is NO Competition in the Class. Each member’s progress is kept between you and your instructor (Me). I will work with you outside of class if preferred.
- Let’s Have Fun Learning” – I use humor and want us both to have fun each week and enjoy the time spent learning and growing. (I apologize in advance and ask your patience. ●• )
SESSION# Week 1
First Session of Report Writers Group:
- Introduction of members
- Review structure of my Book (How to Use)
- Fast Start: “Learn by doing”
- Create a simple Report Form
- Create a simple Custom Report
SESSION# Weeks 2-6
All aspects of “report writing” in Sage 100 Contractor will be covered during the course.
The list of TOPICS (below) includes some, but not all, of the topics covered during the course.
COURSE OF STUDY SUMMARY
| LEVEL | TOPICS |
| BEGINNER | |
| 1 | Changing field names on Sage screen |
| 1 | Using Line Breaks in your formulas |
| 1 | Difference between the Custom Report and the Report Form |
| 1 | Pre-Defined Fields |
| 1 | Saving your report often |
| 1 | How to Start a new report |
| 1 | Using the align feature (Top, Left, or right adjusted) |
| 1 | Global Calculated Field |
| 1 | Lining up the column Titles with their fields |
| 1 | Expanded Primary Tables to see linked tables |
| 1 | Font choice is important |
| 1 | Choosing a Report Form |
| 1 | Grouping |
| 1 | Changing field names on Sage screen |
| INTERMEDIATE | |
| 2 | Object Properties |
| 2 | Drawing lines, boxes in your Report Form |
| 2 | Adding type to your Report Form |
| 2 | Using color in a box in your reports |
| 2 | Why using the “Grid Lines” as the Primary Table |
| 2 | Using and Saving Global Calculated Fields |
| 2 | Using “Year” in Selection Criteria |
| 2 | Trouble getting columns to line up |
| 2 | Using the ^ or the ` separator in field name |
| 2 | The order of phrases after the WHERE can make a difference |
| 2 | VARIABLES |
| 2 | Using Line Breaks in your formulas |
| ADVANCED | |
| 3 | Look deeper into SQL & IF-Then-Else Statements |
| 3 | Nested IF-THEN-ELSE statements |
| 3 | SQL Statements |
| 3 | Using “between” in statements |
| 3 | Researching when ERRORS pop up |
| 3 | The Misc Fields Table: Beware! |
| 3 | Using the Sage Knowledgebase |
| 3 | Creating a box around multiple rows of data |
| 3 | Nested IF-THEN-ELSE statements |