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    Day 9

    Uploaded by

    Mohamed Ali
    This document provides steps to create a custom report in Sage ERP X3 by copying an existing report format. The steps include: 1) Creating a new report code with a "Z" prefix, 2) Changing report name and parameter references, 3) Adding the new report code to print destinations, 4) Copying default parameter values, 5) Creating a copy of the Crystal report file with a "Z" prefix, and 6) Testing the new custom report.

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    Day 9

    Uploaded by

    Mohamed Ali
    31 views3 pages
    This document provides steps to create a custom report in Sage ERP X3 by copying an existing report format. The steps include: 1) Creating a new report code with a "Z" prefix, 2) Changing report name and parameter references, 3) Adding the new report code to print destinations, 4) Copying default parameter values, 5) Creating a copy of the Crystal report file with a "Z" prefix, and 6) Testing the new custom report.

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    How to Add a Custom Report in Sage ERP X3

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    This document provides steps to create a custom report in Sage ERP X3 by copying an existing report format. The steps include: 1) Creating a new report code with a "Z" prefix, 2) Changing report name and parameter references, 3) Adding the new report code to print destinations, 4) Copying default parameter values, 5) Creating a copy of the Crystal report file with a "Z" prefix, and 6) Testing the new custom report.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    31 views3 pages

    Day 9

    Uploaded by

    Mohamed Ali
    This document provides steps to create a custom report in Sage ERP X3 by copying an existing report format. The steps include: 1) Creating a new report code with a "Z" prefix, 2) Changing report name and parameter references, 3) Adding the new report code to print destinations, 4) Copying default parameter values, 5) Creating a copy of the Crystal report file with a "Z" prefix, and 6) Testing the new custom report.

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    © All Rights Reserved
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    of 3

    14 Days of Sage ERP X3 – Day 9 of 14 – How to Add a Custom Repor... about:reader?url=https://www.rklesolutions.com/blog/14-days-of-sage-...

    rklesolutions.com

    14 Days of Sage ERP X3 – Day 9 of 14 –


    How to Add a Custom Report in Sage
    ERP X3
    Joe Noll

    2-3 minutes

    Most times clients do not use the AP Check format that is delivered
    with Sage ERP X3. So for this example I am going to be creating a
    custom version of AP Checks. We will be starting with the base
    format and just making a copy of it to use instead of starting from
    scratch.

    1. Go to Development -> Processes -> Reports

    2. Pull up an existing report code (e.g. XBCHECKS)

    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 ZXBCHECKS

    5. Click on the Parameters tab and change any references to the old
    report name

    1 sur 3 2021-05-10 22:02


    14 Days of Sage ERP X3 – Day 9 of 14 – How to Add a Custom Repor... about:reader?url=https://www.rklesolutions.com/blog/14-days-of-sage-...

    6. Click the Create button to save the new report code

    7. Go to Parameters -> Destinations -> Print Codes

    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

    10. Click Save to save your changes for the new report

    11. Go to Parameters -> Destinations -> Default Values

    12. Search through the list on Report Code for the existing report

    13. Pull up the entry for the existing report

    14. Select the contents of the grid and copy/paste them into Excel

    15. Add a "Z" in front of the reports field to reference the newly created
    report

    16. Add the default values by copying and pasting from Excel into the
    grid (each field individually)

    2 sur 3 2021-05-10 22:02


    14 Days of Sage ERP X3 – Day 9 of 14 – How to Add a Custom Repor... about:reader?url=https://www.rklesolutions.com/blog/14-days-of-sage-...

    17. Once the parameter defaults match, click the Create button

    18. In windows explorer, make a copy of the existing crystal report file
    and rename it with a Z in front

    (servernameC$SAGESAGEX3V6X3V6FoldersX3REPORTENGZXBCHECKS.rpt

    19. To have a report specific to an individual folder, create it in PILOT


    or PROD respectively. Otherwise the individual folders use the
    report from the X3 reference folder.

    (servernameC$SAGESAGEX3V6X3V6FoldersPRODREPORTENGZXBCHECKS.rpt

    20. In X3, go to Reports -> Reports and select the newly created report
    code, enter the parameters and click the Print button to run the new
    report

    21. Make any needed changes in Crystal Designer to the Z form.

    3 sur 3 2021-05-10 22:02

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