How to Use the Profile Settings in SEI

By | October 3, 2025
0 Comment

The Profile section in Sage Enterprise Intelligence (SEI) lets you customize how the system looks and works for you. It’s a quick way to make SEI more comfortable and efficient to use every day.

Here’s a simple guide to what you can do in the Profile tab.

Fig .1.User settings

General Settings

These are your basic preferences:

  • Email – Only Admins can see or edit this.
  • Selection Page Overwrite – When turned ON, filters from the selection page will replace any saved filters in a view.
  • Default Export Format – Choose how your reports export by default (PDF, Excel, etc.).
    • Tip: After changing this, log out and back in to apply it.
  • First Day of the Week – Set your calendar to start on Sunday, Monday, etc.
  • Link To Opening Behaviour – Decide how links open:
    • Internal Tab – Opens next to your current view in SEI.
    • External Tab – Opens in a new browser tab.
    • New Popup – Opens in a pop-up (best for use in apps like Sage X3 or Teams).
  • ✅ Click “Save” to apply changes, or “Cancel” to discard them.

Fig .2.General settings

Regional Settings

Adjust how SEI displays content and data:

  • Content Language – Set the language for folder names, data models, etc.
  • Culture – Controls how numbers and symbols appear (e.g., comma or dot for decimals).
  • Date Format – Choose how dates are shown.
  • Time Format – Choose how times are shown.

✅ Don’t forget to Save after making changes.

Fig .3.Regional settings

Opening Parameters

Set which tab opens first when you log in:

  • Choose from: Views, Dashboards, Reports, Favourites, or Workbooks.

✅ Helps you jump straight to what matters most.

Fig .4.Opening Parameters

Product Notifications

If you want to delete all your notification data (comments, requests, subscriptions):

  1. Click Delete
  2. Confirm and click OK
  3. You’ll see a confirmation message

Fig .5.Notifications

Taking a few minutes to set up your SEI Profile can make a big difference in how smooth and personalized your experience is. From export formats to opening behaviour and language preferences, these settings let you shape SEI around how you work.

Remember:-
✔ Save after changes
✔ Log out and back in for export settings to apply
✔ keep your default tab focused on what you use most

With your profile tailored, you’ll spend less time adjusting settings and more time getting insights.