Smart and Easy Ways to Work with Sage X3

Shortcuts and Tips 

1. Keyboard Shortcuts: Navigation: Use Alt + Left Arrow to go back to the previous screen. Save: Press ESC + B to save data quickly. Navigation Screen: Press ESC + G + H. Help: Press ESC + F1 to access the help field. 
2. Dashboards: Customize your home dashboard to display key performance indicators (KPIs) and frequently used functions for quick access. 
3. Favourites: Bookmark frequently used screens or reports by adding them to your favourites list for quick navigation. 
4. Personalization: Customize user screens to hide fields or rearrange layouts to suit individual workflow needs, enhancing efficiency. 
5. Batch Processing: Use batch processing to run repetitive tasks or reports at scheduled times, reducing manual effort. 
6. Reports and Queries: Use the report designer to create custom reports and export data directly to Excel for further analysis. 
7. Data Extraction: Use the data extraction tools to spool information from the database, filtering and sorting data as needed. 
8. User Preferences: Set user preferences to define default values, user-specific settings, and personalized shortcuts. 

 Fun Tools 

1. Crystal Reports Integration: Design advanced reports with Crystal Reports, which integrates seamlessly with Sage X3. 
2. Sage X3 Mobile: Leverage the mobile app for access to critical business data on the go.