Changes in Sage X3 Update 9
With the release of Sage X3 Update 9, the Sage Intelligence Reporting component received several enhancements. In this article, we’ll take a look at what the changes are and how they benefit you as a Sage X3 customer.
Even More Scalable
Out-of-the box financial report layouts now address multiple years, sites and budgets, and all the dimensions are available in Sage X3 to be customized. This customization extends to multiple charts of accounts and multiple ledgers.
Extended Report Designer
The Report Designer within Sage X3 Intelligence Reporting has been extended to support more account segment separators, allowing for a more consistent experience when reporting in Excel. In addition, integrated multi-currency support provides you with seamless access to the exchange rates maintained within Sage X3.
Wildcards and Ranges
The addition of new Wildcards and Ranges enable you to easily define the lists of sites you want to report on, as well as the dimensions in your formulas and reporting trees.
A wildcard is a character that may be substituted for any other possible character in your reporting formulas. A range allows you to specify a series of results that you’d like returned in your report.
It’s Bundled
With this latest release, Sage X3 Intelligence Reporting is bundled with the core Sage X3 solution. This means that all new customers receive a Sage Intelligence Report Manager, Report Designer, and Connector License when choosing Sage X3 as their business management solution.
Note: here’s a quick look at the differences between Sage Intelligence and Sage Enterprise Intelligence.
Distribution with Embedded Formulas
Report distribution has been stepped up a notch. Not only can you send your reports along with calculated values (functionality previously available), but now you can send them with embedded formulas too, allowing your report recipients to see the data behind the calculations.
Want to See More?
Grab a copy of the Sage X3 Intelligence Reporting FAQs document that explains everything you need to know and answers some of the most frequently-asked questions about this powerful reporting tool
You can also check out our Business Intelligence Playlist on YouTube and watch the What’s New in Sage X3 Intelligence video for an overview demo of the new features.
