ERP · BUSINESS INTELLIGENCE · DASHBOARD DEVELOPMENT · REPORTING ARCHITECTURE
PLATFORM · ERP BI

Sage X3 / Sage Intacct

Sage X3 / Sage Intacct reporting and BI architecture: source data, integration approach, reporting considerations, strengths, and limitations.

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PLATFORM CONTEXT

Reporting begins with the system of record.

Deployment: Cloud (SaaS), On-premise

Strong financials; multi-entity nonprofit fit; Sage X3 supports manufacturing

Known limitation: Smaller ecosystem; X3 on-premise support is declining

Integration approach: REST/web services and partner integrations

SAGE X3 / SAGE INTACCTERP DATA · GOVERNED MODEL
Revenue$24.8M
Gross margin31.4%
Open orders1,284
Receivables$3.2M
Inventory$7.6M
Exceptions42

Data access

Which ERP tables, APIs, views, or extracts are authoritative?

History

How much history is needed and where should it live?

Security

Which users can see which entities, companies, locations, or records?

Refresh

What reporting latency matches the decisions being made?

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