How to Add a Single Report to a Sage X3 Module and Bookmark it as a Favorite Item

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, I will be adding the Trial Balance Report as a menu item and later add 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)
6. Click Save
7. 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
2. Click the 'Pencil' to edit the module
3. Click the 'Add Button'  to the area you would like to display your report
4. Select the Menu item created in the previous step
5. Save when finished
6. Log out of Sage X3 and log back in to see your changes
7. Click on the Star next to your report to bookmark the item and add it to your Favorites
8. Click on the item to open your report
9. You're all set! Your report is now added to your module and bookmarked as a favorite item!

Questions?

Don't hesitate to reach out and ask us any questions you may have, it's what we're here for!