Reporting & BI

Sage X3 Reporting & Business Intelligence

Reports your executives actually open. Built on data they actually trust.

Sage X3 ships with multiple reporting tools — SEI, Crystal Reports, Sage X3 inquiry screens, and Excel exports — plus integrations to Power BI, Tableau, and other platforms. Choosing the right one for each report is half the battle.

PRH Consulting designs and builds the financial, operational, and executive reporting that your team relies on every day. We focus on data accuracy, performance, and explainability.

Problems we solve

  • Executive reports that no one trusts
  • Slow reports that time out
  • Financial reports stitched together in Excel
  • Operational dashboards that don't reflect today's data
  • Multiple versions of the truth across departments

What we deliver

Financial reporting

Sage SEI financial statements, consolidations, and management reporting.

Operational reporting

Crystal Reports, SEI dashboards, and Sage X3 inquiries for daily operations.

Power BI & external BI

Data extracts, semantic models, and dashboards in Power BI, Tableau, or Looker.

Performance tuning

Rewriting slow reports, building reporting layers, and tuning database access.

Our approach

Right tool, right job

We don't force every report into one platform. Some belong in SEI, some in Crystal, some in Power BI.

One source of truth

Reports tie back to defined Sage X3 data — not to side calculations.

Designed for the reader

Reports are designed around what the consumer needs, not what's easy to query.

Outcomes you can expect

  • Executive reporting that finance and operations agree on
  • Reports that load in seconds, not minutes
  • Self-service dashboards for operational teams
  • Reduced spreadsheet sprawl

Frequently asked questions

Do you work with Sage Enterprise Intelligence (SEI)?

Yes, extensively. SEI is one of the strongest reporting tools available for Sage X3 and we build financial and operational content on it regularly.

Can you connect Sage X3 to Power BI?

Yes. We design extract patterns and semantic models that give Power BI access without hurting Sage X3 performance.

Do you rebuild Crystal Reports?

Yes. We frequently inherit Crystal reports that are slow, broken, or no longer match the business — and either fix or replace them.

Related troubleshooting guides

Other services

Talk to a senior Sage X3 consultant

Whether you're planning an implementation, stabilizing a deployment, or exploring optimization, we can help. Most consultations start with a 30-minute call.

Schedule a Consultation