How to add the Dashboard in Sage X3 Version 12

By | August 29, 2019

We need to make Query in Sage X3 through SQL Query Tools with the below navigation as follow:

Setup > Usage > Report > Query Tool

SQL Query Tool
SQL Query Tool

Once we are done with the Query tool we need to create the new menu item with the below navigation:

Administration > Authoring > Pages > Menu Items

Menu Item
Menu Item

Next step is to add the Landing page on the home screen as below:

Landing Page
Landing Page

We now need to add the created Menu item in the Landing page as below:

We will get the newly added menu item in the Queries as shown below:

Adding the query in landing page
Adding the query in landing page

Need to click on the menu and will need to follow the below navigation to get the gadget:

Gadget
Gadget

After clicking on the OK you will see the dashboard as below:

Dashboard
Dashboard

In the above steps, you will see the dashboard on the landing page.

Hope this works.

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.