How to Add a Report to a Sage X3 Module?

Add a Report

One of the most critical functions that customers require from their ERP is the ability to customize generated reports.

Sage X3 includes a plethora of standard reports from which you can build custom reports. For this example, we will use a formal report with the base format of Sales Invoices as a starting point, which is more accessible than initiating from scratch.


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 workflow and minimize any confusion you may have on which report to run.

In the example below, I will be adding the Trial Balance Report as a menu item and later adding it to my Financials sub-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~<Report Code> (ex. AIMP~BALGRP)
  1. Click Save.
  1. Test the settings by clicking on the title of your report in the list on the right

Adding Your New Menu Item To The Desired Module

  1. Go to Administration > Authoring > Pages > Menu Submodules
  1. Click the ‘Pencil’ to edit the module where you have to display the Report
  1. Click the ‘Add Button’  to the area you would like to display your report
  1. Save when finished
  1. Log out of Sage X3 and log back in to see your changes.
  1. Click on the item to open your report

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