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 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 email@example.com. We will be glad to assist you.