Thursday, March 30th, 2023 | 4:00pm EST – 1 hour


See first-hand how Technisoft Discover – the new fully integrated dashboard, query and reporting system for Sage 300cloud – can bring powerful business intelligence and effective operational workflows to your organization.

In this session, Daniel Jeffrey of Technisoft will walk you through the Technisoft Discover dashboard, and how easy it is to create fast and effective grids and charts of information to give you the business insights you need to manage all aspects of your Sage 300 operations. You’ll also see how this information can be securely configured to permit drill-down into the source records of that information, if desired.

See below for a list of queries that are included in the product. Any additional queries can be created to meet your needs.

Click below to view the recording of this session.

The D&A Team

Listing of included queries

AR

Customer Search, Posted Document Search, Transaction Search

AP

Vendor Search, Posted Document Search, Transaction Search

GL

Account Search, Postings Search, Journals Search

IC

Item Search, Location Search, Transaction Search

OE

Orders Search, Shipments Search

PO

Orders Search, Receipts Search

VM

Document Search, Postings Search, Site Search, Equipment Search, Notation Search, Tasks Search