Working with Review and Reporting

Learn more

GAAP-standard reports

About report selection criteria

Viewing sample reports

Working with Quick Reports

About modifying reports and form designs

Setting up a shortcut from a report printing window

Sage 100 Contractor includes over 1,200 reports, providing you with many ways to understand your business and to communicate with your clients.

Many sections of Sage 100 Contractor have menu links to reports. For example, in 3-Accounts Receivable, you find 3-1 Receivable Reports and 3-1-1 Receivable List reports. On the Report Criteria tab in the 3-1-1 Report Printing window, you see a list of 17 reports. With a report selected, you can click the Samples tab to view a sample of that report.

For a comprehensive list of Sage 100 Contractor reports, see Appendix B: Sage 100 Contractor Reports.

Hiding system reports in a report printing window

If a printing window includes system reports that should not be available to most users, company administrators can hide them. Then, new staff and other users who are not familiar with a particular window can easily tell which reports they should use.

To hide or show system reports:

  1. In the printing window, click the [Show/Hide System Reports] button.

  2. In the Select System Reports to Hide window, select reports to hide.

    To redisplay system reports that are hidden, clear the check mark.

  3. Click [OK].

The print window provides information telling you and other users whether one or more system reports are hidden.

Common report features

Standard reports include selection criteria that you can save as personal defaults for repeated use.

For quick access to reports that you use often, you can drag them to the Sage 100 Contractor Desktop to create an icon.

You can drill down from special Dashboard reports to the underlying record. This feature makes getting to the source of financial data just one mouse-click away.

You can also drill down from any of the 1,200 program-wide reports by running a report in Preview mode (using the Preview report on screen button). With your cursor appearing as a magnifying glass with a red lens, simply double-click rows or fields to drill down to report details and records.

Report scheduling

From any window with report scheduling functionality, you can schedule the automatic delivery of reports to customers, subcontractors, and suppliers by fax and email.

Customizing reports

You can use 13-3 Report Writer to create your own reports. As a starting point, you can modify many of the standard reports to suit your own needs.

Using the tools in 13-5 Form/Report Page Design, you can also customize the reports to meet your company’s design requirements. You can change the look of any document, so you do not have to purchase expensive, preprinted forms.

You can create and modify reports and forms for a specific company that are accessible to all users when they print reports for that company. Company-specific reports and forms are located in the Sage100Con > Company > [company] > Files > Custom Reports or the Sage100Con > Company > [company] > Files > Custom Report Forms folder, respectively.

Note: If you create or revise reports using a third-party tool, such as Crystal Reports, we recommend that you use the report views instead of pointing directly to the database tables. (Report views are located in the Views folder in your company database.) Using report views rather than pointing to the tables reduces the chance that future database changes will "break" your reports.