How to Setup a Default Date Range for multiple reports and inquiries in Sage X3

Summary

While generating multiple reports in order to compile data across various departments in the organization every time the end user has to enter the date range in the report parameters every time they generate the report which becomes a quiet task and can be error prone too.

The below mention process will eradicate such difficulties and shall enable the end user to generate multiple reports with same date range or same period.

Parameter Setup

1. Go to Setup > Users > Users

2. Select the User Code

3. Click on the ‘Parameters’ anchor or tab

4. From the ‘Parameters’ section locate the Chapter = Supervisor and Group = DEF (Default Values)

5. Click the dots or action box and select ‘Detail’

User-Level-Setup

Update the following parameters to the desired start and end dates:

DATEDEBDFT (Default Start Date)

DATEFINDFT (Default End Date)

DATSTADEB (Statistical start date)

DATSTAFIN (Statistical end date)

Click ‘Ok’ when finished and save.

Folder Setup

Go to Setup > General Parameters > Parameter Values

Expand the SUP Chapter and select the appropriate folder

Click on the dots or action box for the DEF Group and select ‘Detail’

Enter the default start and end dates

Click ‘OK’ and save

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When running a report the default date range will now automatically populate

Report-parameters Image-3
Acct-balance-inquiry-Image-4

Conclusion

Thus by following and applying the above stated steps and process the end user shall be able to generate multiple reports I inquiries with the same date range in Sage X3.

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