Sage X3 DashBoard

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Hi!

"I'm new to this platform and need guidance on filtering the information displayed on my Sage X3 Dashboard. How can I adjust the settings to view only transactions from the current year, 2024? My goal is to efficiently monitor all posting errors made by users."

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    Hello,

    You just need to use the SELECTION > Advanced Selection option on the right. A pop-up will open; in Fields, click on the magnifying glass. If you are in the order screen, choose the SORDER table, then select the field where you want to run the test. Then, click on Memo at the top right, give a name to the filter (if it’s for a specific user, don’t check the "global" option).

    Have a nice day

Reply
  • 0

    Hello,

    You just need to use the SELECTION > Advanced Selection option on the right. A pop-up will open; in Fields, click on the magnifying glass. If you are in the order screen, choose the SORDER table, then select the field where you want to run the test. Then, click on Memo at the top right, give a name to the filter (if it’s for a specific user, don’t check the "global" option).

    Have a nice day

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