In some of the Sage X3 ERP projects a user may wish to see the project reports on the landing page while they log on to the system. These reports may include records of open purchase orders, purchase receipts and so on. In Sage X3 V12, a user can add a dashboard in the Sage X3 environment to meet this requirement. In this blog, we are going to learn about how to add a dashboard in Sage X3 V12 with the help of a Query Tool.
Follow the below steps to add a dashboard in Sage X3 V12 with a Query tool-
Step 1: Navigate to All > Setup > Usage > Reports
In the above screenshot, the user has to create or modify a custom/standard query tool. Users can give a code for the dashboard and which fields are needed to be added in the dashboard those fields need to be added in the field’s column itself.
Once we create a query successfully then need to follow the below steps to add the query in the dashboard.
Step 2: Navigate to Administration > Authoring > Pages
We have to create a Menu item for the query.
Step 3: Add the new landing page which is on the home page of Sage X3, as the screenshot below-
After clicking on the new landing page, we can add the endpoint of the folder so that folder displays on the dashboard. After adding the landing page that page is displayed as a module.
After selecting the Queries category, it will navigate to the below steps.
After adding all those pages then we can see the dashboard which is displayed on the home page of Sage X3 as the screenshot below-
Thus, with the above process we can design the any dashboard and place on the Landing page which user can see when they login into the Sage X3 ERP system.
For more information on Sage X3 Integration and Services, please contact us at email@example.com
We will be glad to assist you.
GerminIT – Recognised for its X3 implementation and customisation world over, GerminIT is one of the oldest Sage X3 (a Sage Business Cloud Solution) development and implementation enablers and a one-stop solution provider for Sage X3 organizational needs. With a proven track record of X3 development and implementation solutions for clients across the US, UK, Middle East, Australia, Asia, and Africa, we bring complete end-to-end assistance for data migration, system integrations, technical consultations, implementation competence, third-party add-on development, and product customizations.
With GerminIT your business will be supported with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-ons solutions. GerminIT caters to a wide range of Sage X3 offerings. Currently, we provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide.
To know more about our Sage X3 Integration and Services offerings please contact us at firstname.lastname@example.org We will be glad to hear from you.