{"id":31245,"date":"2025-10-03T09:31:14","date_gmt":"2025-10-03T09:31:14","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=31245"},"modified":"2025-10-03T09:31:14","modified_gmt":"2025-10-03T09:31:14","slug":"how-to-use-the-profile-settings-in-sei","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/10\/03\/how-to-use-the-profile-settings-in-sei\/","title":{"rendered":"How to Use the Profile Settings in SEI"},"content":{"rendered":"\n<p>The Profile section in Sage Enterprise Intelligence (SEI) lets you customize how the system looks and works for you. It\u2019s a quick way to make SEI more comfortable and efficient to use every day.<\/p>\n\n\n\n<p>Here\u2019s a simple guide to what you can do in the Profile tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"400\" height=\"241\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.1.-User-settings.png\" alt=\"\" class=\"wp-image-31246\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.1.-User-settings.png 400w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.1.-User-settings-300x181.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/figure>\n\n\n\n<p>Fig .1.User settings<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>General Settings<\/strong><\/h2>\n\n\n\n<p>These are your basic preferences:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Email \u2013 Only Admins can see or edit this.<\/li>\n\n\n\n<li>Selection Page Overwrite \u2013 When turned ON, filters from the selection page will replace any saved filters in a view.<\/li>\n\n\n\n<li>Default Export Format \u2013 Choose how your reports export by default (PDF, Excel, etc.).\n<ul class=\"wp-block-list\">\n<li><em>Tip: After changing this, log out and back in to apply it.<\/em><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>First Day of the Week \u2013 Set your calendar to start on Sunday, Monday, etc.<\/li>\n\n\n\n<li>Link To Opening Behaviour \u2013 Decide how links open:\n<ul class=\"wp-block-list\">\n<li>Internal Tab \u2013 Opens next to your current view in SEI.<\/li>\n\n\n\n<li>External Tab \u2013 Opens in a new browser tab.<\/li>\n\n\n\n<li>New Popup \u2013 Opens in a pop-up (best for use in apps like Sage X3 or Teams).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>&#x2705; Click \u201c<strong>Save<\/strong>\u201d to apply changes, or \u201c<strong>Cancel<\/strong>\u201d to discard them.<br><br><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"320\" height=\"539\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.2.General-settings.png\" alt=\"\" class=\"wp-image-31247\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.2.General-settings.png 320w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.2.General-settings-178x300.png 178w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/figure>\n\n\n\n<p>Fig .2.General settings<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Regional Settings<\/strong><\/h2>\n\n\n\n<p>Adjust how SEI displays content and data:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Content Language \u2013 Set the language for folder names, data models, etc.<\/li>\n\n\n\n<li>Culture \u2013 Controls how numbers and symbols appear (e.g., comma or dot for decimals).<\/li>\n\n\n\n<li>Date Format \u2013 Choose how dates are shown.<\/li>\n\n\n\n<li>Time Format \u2013 Choose how times are shown.<\/li>\n<\/ul>\n\n\n\n<p>&#x2705; Don\u2019t forget to Save after making changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"397\" height=\"571\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.3.Regional-settings.png\" alt=\"\" class=\"wp-image-31248\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.3.Regional-settings.png 397w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.3.Regional-settings-209x300.png 209w\" sizes=\"(max-width: 397px) 100vw, 397px\" \/><\/figure>\n\n\n\n<p>Fig .3.Regional settings<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Opening Parameters<\/strong><\/h2>\n\n\n\n<p>Set which tab opens first when you log in:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose from: Views, Dashboards, Reports, Favourites, or Workbooks.<\/li>\n<\/ul>\n\n\n\n<p>&#x2705; Helps you jump straight to what matters most.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"399\" height=\"501\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.4.Opening-Parameters.png\" alt=\"\" class=\"wp-image-31249\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.4.Opening-Parameters.png 399w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.4.Opening-Parameters-239x300.png 239w\" sizes=\"(max-width: 399px) 100vw, 399px\" \/><\/figure>\n\n\n\n<p>Fig .4.Opening Parameters<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Product Notifications<\/strong><\/h2>\n\n\n\n<p>If you want to delete all your notification data (comments, requests, subscriptions):<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click Delete<\/li>\n\n\n\n<li>Confirm and click OK<\/li>\n\n\n\n<li>You\u2019ll see a confirmation message<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"468\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.5.Notifications.png\" alt=\"\" class=\"wp-image-31250\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.5.Notifications.png 941w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.5.Notifications-300x149.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.5.Notifications-768x382.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2025\/09\/Fig-.5.Notifications-660x328.png 660w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<p>Fig .5.Notifications<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Remember:-<br>&#x2714; Save after changes<br>&#x2714; Log out and back in for export settings to apply<br>&#x2714; keep your default tab focused on what you use most<\/p>\n\n\n\n<p>With your profile tailored, you\u2019ll spend less time adjusting settings and more time getting insights.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Profile section in Sage Enterprise Intelligence (SEI) lets you customize how the system looks and works for you. It\u2019s a quick way to make SEI more comfortable and efficient to use every day. Here\u2019s a simple guide to what you can do in the Profile tab. Fig .1.User settings General Settings These are your\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/10\/03\/how-to-use-the-profile-settings-in-sei\/\">Read More &raquo;<\/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":[2,3,4,5,3162,6,13,7,8,3642,10,2796,11],"tags":[4419,4421,4424,3625,1762,1780,1822,1839,2871,1941,1942,1943,1945,1947,4422,4423,4425,4426,4418,4420],"class_list":["post-31245","post","type-post","status-publish","format-standard","hentry","category-configuration","category-debug","category-faq","category-features","category-greytrix","category-installation","category-integration","category-miscellaneous-tables","category-sage-erp-x3","category-sage-x3","category-standard","category-technical","category-tips","tag-customize-sei","tag-export-format-sei","tag-regional-settings-sei","tag-sage-enterprise-intelligence","tag-sage-enterprise-management","tag-sage-erp-x3","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sage-x3-technical","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blog","tag-sage-x3-technical-blogs","tag-sage-x3-technical-issues","tag-sei-date-and-time-format","tag-sei-default-tab","tag-sei-notification-settings","tag-sei-opening-behaviour","tag-sei-profile-settings","tag-sei-user-preferences"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31245","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=31245"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31245\/revisions"}],"predecessor-version":[{"id":31253,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31245\/revisions\/31253"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=31245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=31245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=31245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}