Step 2. The setup dialog appears. Type something descriptive for the Name (such as "Sage 300 Data") and Description, then choose the server from the drop-down list.

Step 3. Click the Next button to go to the next page of the dialog. Check with your system administrator to see what settings to use in this page; you can leave the choices set at their default values if you aren't sure what settings to use.

Step 4. Click the Next button to go to the next page of the dialog. In the "Change the default database to" setting, select the database you want to query on from the list (you may have to ask your system administrator for the name of the database). You can leave the rest of the settings at their default values.

Step 5. Click the Next button to go to the next page of the dialog. Check with your system administrator to see what settings to use in this page; you can leave the choices set at their default values if you aren't sure what settings to use.

Step 6. Click the Finish button to finish the setup. You then see a dialog that looks something like the following. Click the Test Data Source button to ensure everything works, then click the OK button.

Step 7. If you have accounting data for more than one company in Sage 300 and want to report on them too, set up another ODBC data source just as you did this one by going back to Step 1. When you're finished setting up data sources, click on the OK button in the ODBC Data Source Administrator dialog.