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Office Connector


True Excel-Based Reporting for Sage 300 Construction and Real Estate

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Since 2002, Office Connector Query has set the standard for Excel-based reporting with Sage 300 Construction and Real Estate.  Use it to generate reports with your business data by transforming Excel into a powerful reporting engine.  Using the Office Connector add-in, Excel becomes the environment in which you design reports and run reports.  Use your existing Excel skills to produce highly effective and interactive results including:

  • Business intelligence solutions
  • Management reports
  • Exception reports
  • Auditing tools
  • much more!

Example Uses

Owners of Office Connector Query use it for...

Work In Progress Cost To Complete Graphs Union Reporting
Financial Statements Reconciliation Exception Reporting Forecasting
Cash Flow Statements Forms Rent Roll Audits


Feature Description
Easy Connection To access your Sage 300 Construction and Real Estate data there is no need for you to create data sources or build SQL queries.  Simply select your data-folder from the list, supply your Sage 300 Construction and Real Estate operator ID and password and you’re ready to begin working with your Sage 300 Construction and Real Estate data in Excel.
Sample Reports A set of over 30 report designs is included for you to use or to serve as starting points and educational resources.
Refresh Whether you use the prebuilt reports, build your own, or have reports built for you, reports can be run and refreshed anytime allowing you to retrieve current data values with just a click of the Refresh button.
Save As Values When you need to share your report with others who don’t use Office Connector, use the Save As Values feature.  This turns an Office Connector report into an ordinary Excel workbook containing static data in place of the linked data.
Save Data with Reports Data in a saved workbook is normally refreshed automatically when you open the workbook.  By saving data with the workbook, the last queried values can be stored in the workbook and redisplayed.  This enables you to work with a snapshot of your data and work disconnected from Sage 300 Construction and Real Estate.
Query Wizard With a designer license, the query wizard makes it a snap to create Excel queries that give you speedy access to live data.  Queries can be used with “parameters” that give you the ability to interact with your data in real time.  The query data can be refreshed at any time, and rows are automatically added and removed to reflect changes in your Sage 300 Construction and Real Estate data.  Formulas and totals adjacent to the query are automatically filled-down and recalculated when data is refreshed.
Function Wizards Also with a designer license, function wizards guide you step by step making it easy to use Office Connector functions in your Excel formulas.
Powerful Worksheet Functions Office Connector adds a set of worksheet functions that you can use in Excel much like other Excel functions.  An Office Connector worksheet function can retrieve distinct or aggregate values from your database for display in a specific cell in your worksheet or for use in an Excel calculation.  Database functions similar to Excel’s SUM, VLOOKUP, COUNT functions, and others extend the power of Excel to include direct references to your company data.
Online Help All Office Connector functions and tools are fully documented in online help that is quickly accessible from within Excel.

Financials Add-On

Available as a separately purchased add-on to Office Connector Query, Office Connector Financials provides a set of additional functions tailored specifically around making financial reporting for Sage 300 CRE General Ledger easy to accomplish. Click here for more information.


Office Connector Query is licensed by the number of users who will need to use it concurrently.  Two types of licenses are offered that determine the features available to a user.  Any number of licenses of either type can be purchased.

Feature Standard License Designer License
Connect to Your Sage 300 Construction and Real Estate Data
Run & Refresh Reports
Save As Values
Query Wizard
Function Wizards
Financial Functions *

* - Financial Functions are not included with standard or designer licenses of Office Connector Query, but can be added to all licenses for a single flat fee. Click here for more information.

Supported Platforms

  Click here for information about supported operating systems, versions of Excel, and versions of Sage 300 Construction and Real Estate.