How to Create Dashboards in Sage Enterprise Intelligence (SEI)
Dashboards can be quite personal and should be created to meet the specific needs of not only each business, but each staff member using the solution – enabling quick, reliable and informed decisions. Often this is left to the IT team when they set up an account, but since what is important can change as roles evolve or with business cycles, easily editable dashboards are key. Sage Enterprise Intelligence (SEI) is one of Sage’s most robust business intelligence solutions, helping businesses expand the functionality of their Sage 300 (formerly known as Accpac) and Sage X3 (formerly known as Sage Enterprise Management) ERP solutions to easily dive even deeper into the analysis & reporting data. Since one of the major features offered in SEI is advanced easily customizable dashboards that give businesses access to summarized reports, with real-time information, we’ve laid out a step-by-step guide so any SEI user can edit & create their own dashboards in the solution.
How to Create Your Dashboard in Sage Enterprise Intelligence
Before you can create a dashboard you need to have reports created that can be added to your dashboard, so please refer to our blog on How to Create Reports for Dashboards in Sage Enterprise Intelligence to learn how.
STEP 1: To begin the process of creating the Dashboard, click on the Dashboard icon on the left of the screen, which will open the dashboard menu (shown expanded below). Next, right-click anywhere on the dashboard menu and click New Dashboard. If you right click a specific folder it will save the dashboard into that folder, but if you don’t click on a specific folder, it will save it in the dashboard menu.
Note: For reference in the next step, please note in the image below, on the right hand of the screen there is a vertical menu with a circular Settings icon at the top, a floppy disk icon below, and a wrench icon (which is the Dashboard Properties) two icons below that.
STEP 6a: After finishing with the filtering panel, we are going to add another button to our Dashboard – a dockable filter control. From the right-hand menu, click Edit Dashboard under Settings.
The most time you’ll ever have to put into a dashboard is the initial set-up. Following that, it creates a snapshot of key information that you need for your business, summarizing it so you can maximize the information you’re getting while minimizing the work it takes to get it . The value of these dashboards are amplified when they can be accessed directly within your Enterprise Resource Planning (ERP) solution. If you’d like to learn how to embed SEI dashboards into Sage X3 follow our step-by-step guide.