How to add a report as a module in Sage X3

By | September 27, 2023
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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)

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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!

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