In some requirement, user may wants to see some reports when they login to the Sage X3, or for the management people thy need to see the any sets of records like Open Sales Order, Open Invoice, outstanding and many more on the login of the Sage X3. We can achieve this by following the below steps.
We need to make Query in Sage X3 through SQL Query Tools with the below navigation as follow:
Setup > Usage > Report > 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
Next step is to add the Landing page on the home screen as below:
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:
Need to click on the menu and will need to follow the below navigation to get the gadget:
After clicking on the OK you will see the dashboard as below:
With the above process we can design the any dashboard and place on the Landing page which user can see when it login into the Sage X3.
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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 CRM, Salesforce.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.