How to create a report in Sage Enterprise Intelligence (SEI)

By | November 17, 2022

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate tools and specialised skills and can reduce time to decision.

Sage Enterprise Intelligence gives business users, managers, and executives the power to analyse and create business reports, dashboards, and views. In this blog, we will take a look at how we can create a report in Sage Enterprise Intelligence.

Follow these steps for insight into how to create reports for views in Sage Enterprise Intelligence (SEI).

Step 1 :- The report can be found in the Command Center on the left side of the screen. Now select any folder or create a new folder, then right click on a folder and select “Create New Report.”

Fig 1 : Reports

Step 2 :-This will open up the save properties screen shown below. Give your report a new name in the Description field. Then choose how you want to publish this report “public” so other users with access to the sales orders process can run your new graph report, or “private” if you want to keep it unique to your log in. You can also edit if you want a prompt box to open when the graph is run so you can update the filters. For our example, we’ve kept the new graph public but don’t need to edit the filters each time, so we’ve declined the prompt. Once you hit the save button at the bottom, it will save the report.

Fig 2 : Create a Report

Step 3 :-After creating the report, the report will open as shown in the below figure, and you have to double click on the highlighted field where it is mentioned to double click to add a header to the report.

Fig 3 : Chart Report

Step 4 :-After clicking on the field, a new window will be opened where we have to write the header, or you can add an image also.

Fig 4 : Report

Step 5 :-Now add a view to the report by dragging the view. For example, we have used “Invoice by Customer.” and after inserting the view, it will look like what is shown in the figure.

Fig 5 : Edit Report

Step 6 :-We can also add a custom calculated field in the report for which we go to the widget and select and drag custom calc. to where we have to insert it.

Fig 6 : Report Widgets

Step 7 :-Using calculated fields, we can insert a new title , sum of any field, etc. as shown in the below figure.

Fig 7 : Calculated Fields

Step 8 :-Once you are happy with the layout of the report, click the floppy disc save icon on the right of the screen and click Save As.

Fig 8 : Setting

This blog teaches us how to use SEI’s views to build reports (Sage Enterprise Intelligence).

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage, Dynamics 365 CRM, and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. 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 and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at, We would like to hear from you.