Can Power BI connect to Sage X3?

Yes. X3 usually runs on SQL Server, so we connect with a read-only login, copy the data you need into Azure on a schedule and build the reports on that copy.

Will an X3 upgrade break the reports?

The reports read from our model, not from X3’s screens or Crystal layouts. If an upgrade changes a table, we adjust one connection rather than rebuilding every report.

Do we still need Crystal Reports?

For printed documents such as invoices and delivery notes, yes. For management reporting and analysis, Power BI takes over, so fewer custom Crystal reports need maintaining.

Can you combine several companies, sites and currencies?

Yes. Each company is mapped once to a shared structure, figures are translated to your group currency and intercompany is shown separately.

Does it cover operations as well as finance?

Yes. Sales, stock, purchasing and production sit in the same model as the ledger, so every team reports from the same numbers.

Our X3 is hosted. Does that work?

Usually, yes. We agree read access to the database with your host or Sage partner during the review.

As a fixed-price project agreed before work starts. A short reporting review comes first, so you know what is worth building and what it will cost.

Sage X3 reporting

Sage X3 reporting in Power BI

Management accounts, sales, stock and production reporting from Sage X3 across every company and site, refreshed automatically and unaffected by upgrades.

Talk about X3 reporting Try the report

X3 runs the operation. Reporting on it is harder.

Inquiries and Crystal reports handle the day-to-day well. Management reporting across companies, sites and teams is where it gets slow, fragile and dependent on specialists.

Reports break on upgrade

Crystal reports are tied to X3’s database. When X3 is upgraded, custom reports can stop working and need a developer to fix.

Every new report needs a specialist

Joining X3’s tables correctly takes knowledge most finance and operations teams do not have, so requests queue up.

Finance and operations disagree

Sales, stock and production figures are pulled separately by each team, and month end starts with reconciling them.

Several companies and currencies

Group figures across companies, sites and currencies are assembled in Excel after each close.

Site managers wait

People running warehouses, plants and sales teams get a spreadsheet instead of looking at their own numbers.

Big questions are slow

Inquiries over several years of transactions are slow to run in the live system, so trends are rarely looked at.

What the reports cover

Five report pages, set up around your companies, sites and product structure. We walk you through them on sample data first, then on your own.

Management accounts

Profit and loss and balance sheet by company, site and department, against budget and last year, in your group currency.

Sales and margin

Revenue and margin by customer, product, site and sales rep, with the orders still to ship next to what has been invoiced.

Stock and supply

Stock value and cover by site, slow movers, purchase orders due and supplier delivery performance.

Production

Work orders, output against plan and the cost of production compared with standard, for manufacturers running X3.

Cash and working capital

Debtors, creditors and stock together, with days to get paid and to pay, across every company.

See them on your own X3 data

Book a reporting review

Try the report

A working Sage X3 report on sample data for three sites in Leeds, Lyon and Ohio. Change the year or site, or click any bar to filter the rest of the page.

Home page of the Sage X3 sample report, with management accounts, sales and margin, and stock and supply

Open the live report

From Sage X3 to the report

01
Connect

A read-only connection to the X3 database. Nothing changes in how your teams run X3, and no screens or reports in X3 are altered.
02
Model

We bring finance, sales, purchasing, stock and production into one model with shared definitions, kept in your own Microsoft tenant.
03
Report

Power BI reports in Teams or the browser, refreshed automatically. Because they sit outside X3, an X3 upgrade does not break them.

Finance and operations, one set of numbers

Sales, stock, purchasing and production sit next to the ledger with shared definitions, so month end starts with answers rather than reconciliations.

X3 stays as it is

Nothing changes in how your teams work in X3. The reports only read the data.

Financial reporting we have delivered

Finance teams trust reports only when the numbers tie back to the ledger. Every report we build is reconciled to the source before anyone relies on it.

Financial services

Financial reporting migration for 3i

Profit and loss, balance sheet, KPI and reconciliation reporting moved from a legacy BI tool to Power BI on a proper data model, with two reporting bases and manual-adjustment capability preserved.

Read the case study

Questions about Sage X3 reporting

Can Power BI connect to Sage X3?: Yes. X3 usually runs on SQL Server, so we connect with a read-only login, copy the data you need into Azure on a schedule and build the reports on that copy.
Will an X3 upgrade break the reports?: The reports read from our model, not from X3’s screens or Crystal layouts. If an upgrade changes a table, we adjust one connection rather than rebuilding every report.
Do we still need Crystal Reports?: For printed documents such as invoices and delivery notes, yes. For management reporting and analysis, Power BI takes over, so fewer custom Crystal reports need maintaining.
Can you combine several companies, sites and currencies?: Yes. Each company is mapped once to a shared structure, figures are translated to your group currency and intercompany is shown separately.
Does it cover operations as well as finance?: Yes. Sales, stock, purchasing and production sit in the same model as the ledger, so every team reports from the same numbers.
Our X3 is hosted. Does that work?: Usually, yes. We agree read access to the database with your host or Sage partner during the review.
How is it priced?: As a fixed-price project agreed before work starts. A short reporting review comes first, so you know what is worth building and what it will cost.

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