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Running reports

There are a number of reports available in SynWeb.

To run a report:

  1. Select Reports > Available Reports.

    The list of reports is displayed.

    Available Reports window (cut down)

    Note: You can display the available reports for the Students module using Students > Student Reports Available as well as selecting the Students module on the Available Reports window.

    Tip: Use the scroll bar to search for the report if it is not displayed.

  2. Select a module from the Modules drop-down list.

    Modules drop-down list

    Tip: You can search for a report by typing part of the name or description in the Search field.

    The list of reports is displayed for the module.

    Available Reports window

  3. Select the Favourite field to view your favourites.

    Tip: Click the Favourite button (Running reports) button to add a report to your list of favourites.
    Available Reports window (synweb, favourite)

  4. Select the SSRS Only field to prioritise the Synergetic reports over the site reports for the current session if this option is installed.
  5. Click on the launch link of the report.

    Select report

    The selection screen is displayed for the report.

    Creditor E.F.T. Remittance Advices / CRDEFTRA window (report selections)

  6. Enter any required selections.
  7. Enter any other selections, as needed.
  8. Click Show report button (synweb).

    The report is displayed in a new browser window.

    Internet Explorer window (viewreport=CRDEFTRA)

    Note: SSRS reports are displayed on the Available Reports page as embedded reports.
    Embedded report (Available reports, synweb)

    Note: The first time you display a SynWeb report, select Always allow pop-ups (or similar) for the server from your web browser, if pop-ups are blocked.
    Internet Explorer blocked a pop-up from <your server>

Last modified: 16/09/2016 2:55:08 PM

See Also

Maintaining reports

© 2016 Synergetic Management Systems. Published 19 September 2016.

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