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May 01, 2019

Simplify Data Transfer & Reporting With Sage 300 Office Connector


Reporting With Sage 300 Construction and Real Estate Office Connector

Sage 300 Construction and Real Estate (CRE) is the most widely used construction management software in the industry. Sage 300 CRE gives companies immediate access to the critical business and construction project management information needed to make informed decisions.  One of the most convenient ways to save hours with reporting and analysis tasks using Excel is Office Connector. Many users are already familiar with Office Excel reporting tools, so they already love to use Excel to enter data, analyze it, and create reports from this familiar interface. That’s why Sage has created a bridge that makes reporting faster and easier.

Why Sage 300 Construction and Real Estate Office Connector?

The Sage 300 CRE Office Connector is a suite of applications designed to link the data in your Sage 300 Construction and Real Estate application to Microsoft Office Excel. The interface is intuitive and quick to learn. It’s packed with pre-built, frequently used queries which will get you up to speed in a short time.  Office Connector will expand your analysis and reporting options, with high-quality presentation, graphing and charting, pivot tables, and more.

Benefits of Using Sage 300 Office Connector

Here are some of the key benefits of this Sage solution:

  • Rapid Data Transfer: Move your data from Sage 300 CRE to Office Excel and from Excel back to Sage 300 Construction in a seamless manner.
  • Improved Productivity: Use your familiarity with Excel along with its flexibility and many features to enhance your efficiency.
  • Substantial Time Savings: Drastically reduce the amount of time it takes to enter important project data using features like auto-complete in Excel.
  • Enhanced Reporting: Do your reporting without stress daily, weekly, monthly or quarterly using the tools that are part of Excel. You can also pivot tables and charts, bar graphs, pie charts, templates, and many other tools in Excel.
  • Leveraging Existing Skills: The Office Connector tool allows you to make use of the skills that your team already has without spending money and time to train them on new technologies.

Office Connector Applications’ Features

Office Connector offers different apps and features that provide an outstanding user experience including the following.

  • Office Connector Import: Create Excel files which are suitable for a variety of import functions within the Sage 300 CRE database. You can also make your import files directly from an Excel spreadsheet without reformatting the data.
  • Office Connector Query: Use a live connection to Excel to view your data from the Sage 300 CRE database – just the way you need it. Use Excel’s graphic formatting and flexibility to view information in many unique ways.
  • Office Connector Write: Without bothering about technical details, send data from your Excel spreadsheet directly to Sage 300 CRE. Pre-installed wizards simplify the process while creating and modifying appropriate fields and displaying the formatted data for you to see and approve changes.
  • Office Connector Financials: Extract data from Sage 300 Financials into Excel. Use it to make detailed financial reports that incorporate all of Excel’s features. Use the data to design eye-catching presentations while creating charts, graphs, and pivot tables.


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