New Reporting Trees
Reporting Trees allow you to create a visual model of your company reporting structure without changing any underlying financial data. Now you can follow your organizational chart and model it the same way lower units report to increasingly higher units with ease. Each reporting tree is a collection of reporting units, and each reporting unit can represent an individual department within your general ledger or a higher-level summary of several units. After your new Reporting Tree is set up and saved, simply link it to one or more Report Design layouts.
New Report Distribution Options
Simply choose the reports you want to distribute, select report recipients, and customize each email format using your existing Microsoft® Outlook profile and address book (or specify an SMTP or Exchange Server). You can setup the same report to be distributed to different destinations and you can even set up conditional distribution lists based on the content of the report.
Sage Intelligence Resources
Need Sage ERP X3 Support or Training?
How to Customize the Sage ERP X3 Dashboard
How to Use Product Notes & Links in Sage X3
How to Use Product Search in Sage ERP X3
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