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

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

3.) Copy the entire external link:

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

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.