Recent enhancements to Sage X3 provide you with more options to customize the format, layout, and gadgets that display on your Sage X3 dashboard. With previous versions, you were limited to a fixed number of columns and a fixed layout. But now, you can adjust column sizing as well as mix, match, and edit the content that displays on your personalized dashboard. Let's take a closer look at customizing the dashboard in Sage X3.
Step 1: Add a New Tab
As mentioned, dashboards can be customized to include different pieces of information. These pieces of information, which were previously referred to as "Thumbnails" are now known as "Gadgets." You can customize your Sage X3 Dashboard to include multiple gadgets to suit all of your business needs. These gadgets can include registers, statistics, graphs, and even process maps.
To get started you must first add a New Tab.
To get started you must first add a New Tab.
Step 2: Choose the Sage X3 Dashboard Layout Format
Once you name your new tab, you'll notice a small drop down arrow. By clicking this arrow, you can change the settings and layout of your new tab.
Sage ERP X3 can support up to 4 columns that contain your gadgets. After you select the number of columns you wish to display, you'll see that there are different layout options available.
Select your preferred layout option.
Next, you'll notice that there are 2 checkboxes that allow you to Force the Display of Gadget Borders, and also to Display Separators for your columns. Select the options you would like and then click Save.
Step Three: Add & Adjust Dashboard Gadgets
Now you can begin adding gadgets to your dashboard. Click Add Content and then select any of the gadgets that are available.
Drag and drop your selected gadgets onto your new layout. Don’t worry if you have a dashboard that has gadgets of different sizes ... this can be adjusted.
If you selected the Display Separators option in Step 2, you'll notice grey lines between each gadget. You can resize these simply by clicking on the separator and dragging it to your desired width.
To adjust a specific gadget, hover over the gadget and click the pencil icon that appears in the upper right hand corner. Here you can adjust the gadget's height, change the title, and also display the gadget border or header.
Click Save and you're done!
In summary, Sage ERP X3 makes it easy to create different dashboard layouts, adjust columns, and easily mix and match the content (gadgets) that displays in your dashboard.
In summary, Sage ERP X3 makes it easy to create different dashboard layouts, adjust columns, and easily mix and match the content (gadgets) that displays in your dashboard.
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How to Use Product Search in Sage ERP X3
How to Use Product Notes & Links in Sage X3
Sage ERP X3 - How to Set Up Visual Process Flows
Like This Article?
Please feel free to share it with your friends and colleagues on Twitter and Facebook!
