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How to Add a Custom Report in Sage X3

 

This is the sixth lesson in the series Learning Sage X3.  In this lesson we will cover how to setup How to Add a Custom Report in Sage X3.

Usually clients do not use the AP Check format delivered with Sage ERP X3. For this example, it is a good practice to create a custom version of AP Checks. To do this, start with the base format and make a copy of it instead of starting from scratch.

  1. Go to Development -> Processes -> Reports
  2. Pull up and existing report code (e.g. NA-CHECKS)
  3. Add a “Z” in front of the report code to indicate it is a customer changed report
  4. Change the Crystal Report Name to reference ZNA-CHECKSSage X3 Report Dictionary
  5. Click on the Parameters tab and change any references to the old report nameSage X3 Report Parameters
  6. Click the Create button to save the new report code
  7. Go to Set up > Destinations > Print Code
  8. Sort the list by Print Code and check through the list to see if the report you are copying exists.
  9. If the report exists, insert a new line in the grid referencing the new print code.Sage X3 Print Codes
  10. Click Save to publish changes for the new report
  11. Go to Set up > Destinations > Default Values
  12. In the left list, search for the function ‘GESPAY’ and select the report ‘NA-Checks’.
  13. Here you will find the default values and parameters for NA-Checks reports.
  14. On the right hand side of the page, select new to create a new ‘ZNA-Checks’ report. Here you will need to copy all of the information over from the NA-Checks default values (Parameters should look the same, just copy and paste first and last default information/values over individually).Sage X3 Default Values
  15. Now to create a ZNA-Checks report. Navigate to A/P-A/R accounting > Payment / Receipt Entry – Select PAYAT USA Automatic Check Issue.Sage X3 Transaction Section
  16. This leads to the Automatic Check Issue screen. Please reference the screenshot below.Sage X3 Automatic Check Issue
  17. On the right hand side of the page, please select the printer icon, and select the record button. After this you will be prompted to the Selection Print code screen below. Select the ZNA-CHECKS report option.Sage X3 Selection Print Codes
  18. This leads to the Report Parameters screen referenced below.Report Parameters Sage X3
  19. Fill out the report destination details at the bottom of the screen. Now select ‘Print’ in the right side panel highlighted in the above screenshot.
  20. If successful, it should begin printing and return the Log Reading screen below.Sage X3 Log Reading
  21. Please find the custom ZNA-CHECKS report below!Sage X3 ZNA Checks Report

Now you know how to add a custom report in Sage X3.

Stay Tuned for Lesson 7

This is the sixth post in Learning Sage X3. The next post (Lesson 7) will cover How to Add a Column to a Left List, the next blog in this series will post on October 31, 2017. The first lesson in this series can be viewed at:

Lesson 1 of 14 - Important Acronyms and Definitions

Lesson 2 of 14 - General Navigation and User Interface

Lesson 3 of 14 - Sage X3 PU 11 

Lesson 4 of 14 - Setting up Chart of Accounts

Lesson 5 of 14 - Sage CRM for X3

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