- \n
- Click on the new Menu item from the list on the right side.<\/li>\n<\/ul>\n\n\n\n
- \n
- Enter a Code, Item and Description.<\/li>\n<\/ul>\n\n\n\n
- \n
- Select Function (classic) as link type.<\/li>\n<\/ul>\n\n\n\n
- \n
- In the ‘ Function ‘ field, enter AIMP ~ <Report Code><\/li>\n<\/ul>\n\n\n\n
\u00a0 for example AIMP ~ <BALGRP><\/p>\n\n\n\n\n\n
Click on Save Button. Test the setting by clicking on the title of your report in the list<\/p>\n\n\n\n
on the right side. As shown in below figure 2.<\/p>\n\n\n\n
![\"Options\"](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Figure-2.webp\")
Fig02: Options<\/strong><\/figcaption><\/figure>\n\n\n\n Adding Menu Items to our desired Modules<\/strong> <\/p>\n\n\n\n
- \n
- Go to Administration > Authoring > Pages > Menu Submodules<\/li>\n<\/ol>\n\n\n\n
![\"Menu](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Figure-3-1024x246.webp\")
Fig03: Menu Submodule<\/strong><\/figcaption><\/figure>\n\n\n\n - \n
- Click on the ‘Pencil’ to Edit the Modules.<\/li>\n<\/ul>\n\n\n\n
- \n
- Click on the ‘Add Button ‘ to display report.<\/li>\n<\/ul>\n\n\n\n
- \n
- Select the menu item created in the previous step. <\/li>\n<\/ul>\n\n\n\n
![\"Menu](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Figure-4-1024x282.webp\")
Fig04: Menu Items<\/strong><\/figcaption><\/figure>\n\n\n\n Save the changes once finished . Also, logout the Sage X3 and login to see the changes.<\/p>\n\n\n\n
![\"Trial](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Figure-5-1024x296.webp\")
Fig05: Trial Balance Report Screen<\/strong><\/figcaption><\/figure>\n\n\n\n And click on the menu in the above figure we can see the Trial Balance Report Menu is been added in Financial Module, we can click and the report will open now and we need to pass the parameter. As shown in figure 6 below.<\/p>\n\n\n\n
![\"Report](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Figure-6-1024x306.webp\")
Fig06: Report Parameters<\/strong><\/figcaption><\/figure>\n\n\n\n Our report is now added to the module and now we can print the report.<\/p>\n\n\n\n
About Us<\/strong><\/p>\n\n\n\n
Greytrix<\/a> – 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.<\/p>\n\n\n\n
Greytrix<\/a> 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<\/a>, Salesforce.com<\/a> and Magento eCommerce<\/a> along with Implementation and Technical Support worldwide for Sage X3<\/a> (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services<\/a>, integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a> and Letter of Credit<\/a> for Sage X3 to Sage business partners, end users and Sage PSG worldwide.<\/p>\n\n\n\n
Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n\n\n\n
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"
As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run. In the example below, we will be\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3642,2,5,3162,6,8,10,2796,11],"tags":[4049,1272,3875,1426,1653,4051,1762,1822,1839,2871,1945,4050],"class_list":["post-28609","post","type-post","status-publish","format-standard","hentry","category-sage-x3","category-configuration","category-features","category-greytrix","category-installation","category-sage-erp-x3","category-standard","category-technical","category-tips","tag-menu-ites","tag-menu-profile","tag-modules","tag-parameters","tag-report","tag-report-parameters","tag-sage-enterprise-management","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sage-x3-technical-blogs","tag-submodules"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28609","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=28609"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28609\/revisions"}],"predecessor-version":[{"id":28618,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28609\/revisions\/28618"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=28609"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=28609"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=28609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Select the menu item created in the previous step. <\/li>\n<\/ul>\n\n\n\n
- Click on the ‘Add Button ‘ to display report.<\/li>\n<\/ul>\n\n\n\n
- Click on the ‘Pencil’ to Edit the Modules.<\/li>\n<\/ul>\n\n\n\n
- Go to Administration > Authoring > Pages > Menu Submodules<\/li>\n<\/ol>\n\n\n\n
- In the ‘ Function ‘ field, enter AIMP ~ <Report Code><\/li>\n<\/ul>\n\n\n\n
- Select Function (classic) as link type.<\/li>\n<\/ul>\n\n\n\n
- Enter a Code, Item and Description.<\/li>\n<\/ul>\n\n\n\n