How do I add a new report to Sage Enterprise Management?

1 minute read time.

So you have created the greatest report of all time. Now that you have done all of this work, how are you going to make it available to your users so that they can appreciate it?

1. Add the report to your environment

  • If you are a cloud user, you must utilize a storage volume and follow the steps outlined in the NA knowledgebase (http://customers.sagenorthamerica.com) KB ID 68075.
  • If you are an on premise user, you can use a storage volume as outlined in the KB or you can manually add the report to your report location. It may look something like: C:\Sage\X3ERPV11\Folders\SEED\REPORT\ENG

2. Add the report code to report dictionary in Development, Script dictionary, Reports (GESARP)

There are some decisions to be made:

3. In the report dictionary, you may need to change some parameters

Note: The technical parameters like X3DOS will not be reflected as these are parameter values that are automatically passed by the Supervisor.

4. Create a print code

  • Setup, Destinations, Print code (GESARX)
    • Internal code = code to assign on object/function
    • Print code = Report name
  • You can assign multiple reports to a print code providing user options

5. Link the print code or report to an object and function

  1. Go to Development, Script dictionary, Objects (GESAOB)
  2. View in Development, Script dictionary, Function (GESAFC)

6. Set default report parameter values

  • Go to Setup, Destinations, Default values (GESARV). Details can be found in the knowledgebase at KB ID 71173

Example:

Your users can now choose the report and the desired values can be prefilled to make life easier for everyone.