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  • Navigation bar is strange

    Hi there, My navigation bar changed overnight. Just wondering if anyone knows what happened. Everyone else's seems to be normal. Several items displays alternative text that does not align with the rest of the users. "Inventory" instead of Stock…

  • upgrade from 2023 to 2024

    when upgrade finished, the dashboard is not showing ... what I have to do in order to show it agair?

  • Understanding your Dashboard

    Dashboards give us the information we need so we can set targets to stay on track and take action where required. The GoProposal Dashboards give you a breakdown of the following: Total number of Proposals produced Total number of Proposals won …

  • Menu item - type: query - "where" parameter operators

    Good morning, I'd like to filter a query for a landing page on my X3 v11. I see on X3 online help that you can add a "where" parameter to a menu item and add sdata conditions, but the help says: Only simple conditions using "le", "ge", "eq", "lt"…

  • Be Consistent in Terms, Problem Term "STATUS"

    Status is used in at least two very different ways. A Customer Invoice, Vendor Bill both have a "STATUS" related to payment status, Unpaid, Partially Paid and Fully Paid. However, there is also the Accounting "STATUS". This is a very different piece…

  • Dashboard A/P totals not the same as the A/P Aging report

    When I add up the up the Due in 30 Days, Overdue 1-30 and Overdue >30 columns of the Payables Aging on the dashboard, that total is over $200,000 less than the Current and 1-30 columns total in the AP Invoice Aging report run through 4-3. The total of…

  • Live Webinar - Business Dashboard - Booking now

    The Business Dashboard is a great feature that gives you the key business data you need at a glance. There are dashboards you can use straight away, or you can dive right in and create your own. It's really easy to set up and use. Join us for a live session…

  • Interactive Dashboard List Gadget Territory Filter

    Understand that List Gadget in Interactive Dashboard only allow String filter and territory is stored as int in database. Is there any workaround to allow List gadget to be filter with territory?

  • Free training - Business dashboard webinar

    The Business dashboard is a great feature that gives you the key business data you need at a glance. There are dashboards you can use straight away, or you can dive right in and create your own. It's really easy to set up and use. Note: This Webinar took…

  • Business Insights not working on one workstation

    We have Sage 100 2016 running on a small network. The server and all the workstations except one show the Business Insights toolbar and side panel when logged into Sage. The one workstation with a problem stopped showing it a few days ago. I tried reinstalling…

  • Company Colors

    Would like the option to change the "color theme" for individual companies. As someone who runs Sage50 for all of our companies, its very confusing when I have multiple open that are all the same color. Being able to change the color theme in each separate…

  • External dashboards with Sage 100 Contractor?

    I am running Sage 100 Contractor and looking for an external dashboarding program that links into Sage 100 Contractor and pulls data automatically to update screens around the office. Anyone doing anything like that with Sage 100?

  • Add a Financial data extraction to a X3 Dashboard (Landing Page)

    We should have the possibility to add a Financial data extraction query to the dashboard. As we can add Queries, representations, Statistics, we should also be able to add a Financial data extraction Query: This means that we should have the possibility…

  • No Dashboard option visible in V28 on remote access

    Hi, I'm WFH at the moment and accessing the office with a remote data connection. The main site PC has a dashboard feature but I don't have one here. I'm wondering whether I need to seek permission to access the main site dashboard or if I should…

  • Key business data at a glance

    With the new Business dashboards feature, introduced in the Sage 50cloud Accounts v28 update, you can view dashboards that instantly show you the key business data you're interested in. Choose from ready-made dashboards, or create your own to see exactly…

  • Dashboard 404 - File or directory not found

    Help! I installed Sage CRM 2020 R2 on my laptop to use as a development sandbox. When I open Sage CRM, it opens to the dashboard tab and displays the following error... Any idea why I might be getting this error? Any assistance would be greatly…

  • Adding current Date to an SEI Dashboard

    Hi Everyone, I am trying to add a current date widget to an SEI dashboard. I have tried to add a KPI view with a calculated column containing @@CURDATE without success. Best regards, Tarik

  • The dashboard (SSL) does not work externally

    Highly appreciated community, The customer has switched from http to https. The certificate was created correctly and integrated in the IIS. Internal access via http and https works without restrictions, dashboard included, but with the exception of…

  • Creating Crystal Reports Interactive Dashboards for Sage 100

    I have several reports in Crystal 2016. Has anyone created interactive dashboards using crystal reports? The Business Insight Dashboard is canned and not really customizable. Sage Intelligence isn't all that friendly. Your still trapped in a little box…

  • Product Update: Dashboards

    After recent progress in the ongoing improvements to Sage Accounting, we have re-enabled the Dashboard functionality. While Dashboards have been made available again through the main Menu and My Workspace , there are a few quick steps you will need…

  • Dashboard Widget Filter By Issues

    I am having an issue where a text field is not available as a filter on q widget, specifically oppo_description, has anyone seen this before? Thanks, Anthony

  • Sage 50 Dashboard "My Inbox" not loading (Quantum)

    I am working on integrating Track-It into our workflow. It seems the easiest way to quickly change a tracking status on Sales Orders and Quotes is to use the "My Inbox" module in My Dashboard. However it does not load, everything is greyed out and constantly…

  • Flash Player issue with dashboard in X3v6

    Hello. On Sage X3V6 client, after Flash Player end-of-life event, is not possible to access to dashboards created. Is it possible to resolve this issue? Is there any patches for X3V6 clients? Thx in advance. MatteoS

  • Refresh landing page

    Hi Everyone! Wish you all an great 2021! I'm new to SAGE X3. How can I refresh a query on "landing page"? I've tried with parameters "portview" and "frequency" but no success. Am I using the parameters correctly? Thank you, for your help.…

  • Interactive Dashboard Top Five List

    I have a client that would like a widget on their dashboard the lists the top 5 clients by revenue. Compiling the data is one thing, but I don't even think there is a chart/list that would even limit to the top 5, correct? Has anyone else run into this…

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