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Sage 100 Contractor

Using Reports Tutorial - Sage 100 Contractor

This step-by-step tutorial takes you through the process of generating a report based on the Vendor Directory report template that is provided with Liberty Reports for Sage 100 Contractor.

  1. Double-click Liberty Reports Desktop
    You will find an icon for Liberty Reports Desktop on your Windows Desktop or on the Programs menu under Event 1 Software.
  2. Click the Sage 100 Contractor tab
  3. Double-click Vendor Directory
  4. The Select Database window will be displayed showing a list of your Sage 100 Contractor databases. If you don't see your database listed, click Add to add it to the list.
  5. Select your database (for training purposes, use Sample Company) and click Select
  6. In the Sage 100 Contractor Login window, enter your user name and password for Sage 100 Contractor
    Note - The user that you identify must be a member of the API group in Sage 100 Contractor. Click here for more information about this requirement.
  7. Review the content on the Information worksheet to become familiar with the purpose of the report and how to use it.
  8. Click the Report worksheet.
  9. Enter different date ranges in the From Date and To Date cells. Observe that the values in the Total Purchases column recalculate real-time to display the values that correspond to the date range you identify.
  10. Filter the list to show only the vendors in Carson City. Click the drop-down button in the City column, un-check the (Select all) option, check the box for Carson City, and then click OK. Experiment by applying similar filters in other columns.