Reporting Codes

The Reporting Codes data model is part of the configuration steps for the Sage X3 template. It is used to organize general ledger accounts into standardized reporting categories called Reporting Codes. These codes determine how financial KPIs and dashboard calculations are structured, ensuring that metrics are calculated consistently across your reports.

Benefits of this data model

• Standardize how general ledger accounts are grouped across financial reports and KPI calculations.
• Ensure consistent and accurate metrics by mapping accounts to the correct reporting categories before dashboards are built.

Available views

This data model includes predefined views, each built for a specific use case. A view can take different forms depending on how the data is best presented, such as a worksheet, a chart, a gauge, or a map. The views in this data model are worksheets.

Some views open with predefined filters already applied so the view shows only the data relevant to its purpose. Active filters are displayed in the filter bar at the bottom of the view and can be adjusted at any time.

Views	What it shows
Reporting Codes Setup	Data entry worksheet for mapping general ledger accounts to reporting codes such as Revenue, used for advanced KPI calculations.
France - Reporting Codes Setup	Same mapping worksheet filtered to reporting codes used in France-compliant financial reports only.