Need Help?
  • Application Remote Support
  • Infrastructure Remote Support
  • Sage HRMS Remote Support
  • Helpdesk
  • General Inquiry
1-800-719-3307
Net at Work Net at Work
  • Solutions & Services
    • ERP/Accounting

      ERP Services
      Acumatica
      NetSuite
      Sage X3
      Sage Intacct
      Sage 100 ERP
      Sage 300 ERP
      Sage 500 ERP

      CRM

      Strategic Advisory Services
      Digital Marketing Solutions
      CRM Training Camp
      Salesforce
      Microsoft Dynamics 365 CRM
      Sage CRM
      Infor CRM (formerly Saleslogix)

      Employer Solutions

      Sage HRMS
      Sage People
      Criterion
      Miviva

      Enterprise Content Management

      Imaging / Scanning
      Document Management
      Workflow Automation
      Solutions

      Nonprofit Solutions

      Abila by Community Brands
      NetSuite
      Sage
      Salesforce

      IT and Security Services

      Managed IT Services
      Fractional CIO Services
      Cloud Services
      Cloud at Work
      DR/Business Continuity Planning
      Compliance & Security
      Storage & Recovery
      Networking
      IT Security Services
      Communications

      Web Solutions

      Services Overview
      B2B Technology Suite
      Magento eCommerce
      WordPress CMS
      Systems Integration
      Website Managed Services
      Online Marketing & SEO
      ERP eCommerce Integration

      Additional Solutions

      Enterprise Business Intelligence
      Avalara Automated Tax Solutions
      Fortis Payments
      LeaseQuery Lease Accounting
      Sage Fixed Assets
      Vertex SMB Sales and Use Tax
  • Industries
    • Industries

      Healthcare
      Chemicals
      Food & Beverage
      Medical Devices
      Nonprofit
  • Learning Center
    • Online Resources

      Recorded Webinars
      Whitepapers
      Ebooks

      Upcoming Events

      Live Webinars
      Seminars
      Virtual Training Courses

      Training Courses

      View all available training course options
  • Company
    • Why Us

      Who We Are
      Management
      Our Partners
      Locations
      Careers

      News

      Press Releases
      Success Stories
      Net at Work Blog

      Contact Us

      1.800.719.3307
      Email Us

      Programs

      Alliance Partnership Program
      Women at Work
      Diversity and Inclusion
  • Blog
  • Contact Us
  • Contact Us

Home » Newsletters » Sage X3 Newsletter – Q3 2019 » How to Embed an SEI Report/Dashboard Inside Sage X3 V12

Sage X3 Newsletter – Q3 2019

Keeping You Up-To-Date With Information About Sage X3

How to Embed an SEI Report/Dashboard Inside Sage X3 V12

By: Net at Work Team

Sage X3 Tips: You have just created your new dashboard. Now you would like to view it inside Sage X3 on a direct landing page. Here are the steps to follow:

Steps

1.) Open up the Report/Dashboard that you want to embed in SEI

Sage X3 Report

2.) In the right bar panel, Select ‘Sharing’ -> ‘View External Link’

Sage X3 report sharing

3.) Copy the entire external link:

Sage X3 report link

4.) Go into Sage X3 to create Menu item for this link: Administration -> Authoring -> Pages -> Menu Items

Sage X3 report menu

5.) Create New Menu Item:

6.) Enter in the following fields, the one’s with the * are required:

Code: Custom field

Title: Custom field

Link Type: External link

URL: Paste in the external link from step 3

7.) Hit Save in the top right corner

8.) Add the gadget to the landing page using the ‘+’ icon

9.) Select Web -> No Module -> No Category -> SEI Example (Use the one that you defined) -> Ok

*You can define categories in the menu item, for better management

10.) Done


SEI Embedded in Sage X3

The team has been doing a lot of work lately on embedding Sage Enterprise Intelligence widgets inside Sage X3.  Some samples that we built for our demo images are shown below.  Let us know if this interests you and we’ll connect you to our expert.

In this example embedded in the customer screen, each widget automatically filters to the customer record for context-sensitive data.

« Return to Newsletter

In This Issue
  • From the Desk of the Sage X3 Practice Director
  • Will You Be Joining us at Sage Sessions for Sage X3 Users?
  • How to Embed an SEI Report/Dashboard Inside Sage X3 V12
  • Refreshing Web Services in Sage X3
  • Top Technologies Disrupting the Manufacturing Industry
  • Email Security Strategy: Why Automated Security Awareness Training Is Critical
  • How HR Technology Can Help Your Business with Compliance Issues
  • Chemical Corner: Restricted Inventory with Chem at Work for Sage X3
  • Support for Sage X3

    Helpdesk:
    P: 888.494.9479
    E: helpdesk@netatwork.com


    Upcoming Live Webinars & Events

    Sage X3 and the Power of the Cloud
    Date: Jan 8, 2020
    Time: 2 – 3 PM ET
    Learn More

    3 CRM Themes for Manufacturers in 2020
    Date: Jan 25, 2020
    Time: 2 – 3 PM ET
    Learn More

    Better Budgeting, Forecasting & Planning in Sage X3
    Date: Feb 12, 2020
    Time: 2 – 3 PM ET
    Learn More

    Be Prepared for 2020 Sales Tax Changes
    Date: Feb 26, 2020
    Time: 2 – 3 PM ET
    Learn More

    Popular Recorded Webinars

    Sage ERP & CRM Integration: Seamless, Real Time, and Bi-Directional

    Sage X3 Document Management by Altec

    Sage X3 Integrated Credit Card & Payment Processing

    Sage X3 Webinar Archive

    View our library of on-demand recorded webinars.

    Refer a friend, get a $100 Gift Card!

    Submit a Referral / Learn More!
    Do you have a friend or colleague whose company might benefit from utilizing a Net at Work service or solution? If so, refer them to us below and receive a $100 gift card or donation to your charity of choice!

    Connect With Us

    Business Applications

    • Overview
    • ERP/Accounting
    • Cloud ERP
    • CRM
    • Employer Solutions
    • ECM
    • Nonprofit Solutions

    Learning Center

    • White Papers & Guides
    • Ebooks
    • Training Courses
    • Virtual Training Courses
    • Success Stories
    • Live Webinars
    • Recorded Webinars
    • Trials

    Infrastructure Solutions

    • Overview
    • Solutions
    • Managed IT Services
    • Fractional CIO & Advisory Services
    • Cloud Services
    • Cloud at Work
    • Compliance & Security
    • DR/Business Continuity

    Support

    • Application Remote Support
    • Infrastructure Remote Support
    • Sage HRMS Remote Support
    • General Inquiry
    • Helpdesk

    Web Development

    • Services Overview
    • Magento eCommerce
    • WordPress CMS
    • Systems Integration
    • Website Managed Services
    • ERP eCommerce Integration

    Company Information

    • Why Us
    • Alliance Partnership Program
    • Women at Work
    • Diversity and Inclusion
    • Partners
    • Careers
    • News
    • Blog
    • Privacy Policy
    • Contact Us

    Additional Solutions

    • Enterprise Business Intelligence
    • Avalara Automated Tax Solutions
    • Fortis Payments
    • LeaseQuery Lease Accounting
    • Sage Fixed Assets (Sage FAS)
    • Vertex SMB Sales and Use Tax

    Industries

    • Healthcare
    • Chemicals
    • Food & Beverage
    • Medical Devices
    • Nonprofit
    Net at Work
    Net at Work (HQ)
    575 8th Ave
    New York, NY 10018

    P: (800) 719-3307
    info@netatwork.com
    Locations Across North America »
    Visit our sister companies:
    Cloud at Work - Sage Application Hosting
    Pixafy - An eCommerce Agency
    Docutrend
    WordPress Image Lightbox Plugin