How to add a report as a module in Sage X3

By | September 27, 2023
0 Comment

One of your frequent chores may involve running specific reports as a Sage X3 user. By putting up a report as a single item for a particular module, you can simplify work processes and eliminate uncertainty about which report to execute.

The example that follows will show how I will add our Sales Invoice report as a menu item and then add it to my Sales Module.

Creating a New Menu Item

  1. Go to Administration > Authoring > Menu Items
  2. Click New Menu Item from the list on the right
  3. Enter a Code, Title, and Description
  4. Select Function (classic) for the Link Type
  5. In the ‘Function’ field, enter AIMP~ (ex. AIMP~XX1P5_SINVE)

New Stuff: How to limit the number of rows to be printed in a page in Crystal report

Fig 1. Menu Item
Fig 1. Menu Item
  1. Click Save
  2. Test the settings by clicking on the title of your report in the list on the right.
Fig 2. Action
Fig 2. Action

Add your menu item to the module of your choice.

  1. Go to Administration > Authoring > Pages > Menu Submodules]
Fig 3. Submodules
Fig 3. Submodules
  1. Click the ‘Pencil’ to edit the module
  2. Click the ‘Add Button’ to the area you would like to display your report
  3. Select the Menu item created in the previous step
Fig 4. Menu Submodule
Fig 4. Menu Submodule
  1. Save when finished
  2. Log out of Sage X3 and log back in to see your changes
Fig 5. Menu
Fig 5. Menu

7. Click on the item to open your report

Fig 6. Screen Output
Fig 6. Screen Output

8. You’re all set! Your report is now added to your module and bookmarked as a favorite item!

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 and expertise, 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 has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. 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.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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 X3 (Sage Enterprise Management) 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.