How to Add a Report to a Sage X3 Module?
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
- Go to Administration > Authoring > Menu Items
- Click New Menu Item from the list on the right
- Enter a Code, Title, and Description
- Select Function (classic) for the Link Type
- In the ‘Function’ field, enter AIMP~<Report Code> (ex. AIMP~BALGRP)
- Click Save.
- 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
- Go to Administration > Authoring > Pages > Menu Submodules
- Click the ‘Pencil’ to edit the module where you have to display the Report
- Click the ‘Add Button’ to the area you would like to display your report
- Save when finished
- Log out of Sage X3 and log back in to see your changes.
- Click on the item to open your report
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