Style and Save

Who Can Use It?	Where Is It?
User Assistant Project Manager Project manager Director Administrator System Administrator	Reports > Edit Report > Style & Save tab

This is the default option for all reports in Synergy.  Currently there is no way of changing line separators etc.  To do this you would need to create the report within MS Excel®.

There is an option to send a report straight to MS Excel® as data.

1. Select the Style and Save tab and at report format select MS Excel®.

2. Select Save - so you don't have to change the setting each time.

3. Then Run the report.

Export data to MS Excel® using a template, to ensure that the same formatting is applied to each report that you export. Add pivot tables, charts, or macros to the spreadsheet, to have the item shown when the report opens the excel template. Define which worksheet the report data will be stored within, and what the starting row or column will be for the data to be populated into within the MS Excel® template.

1. Select the Style and Save tab.
2. Select the Report Format of 'Excel (using template)'.
3. In the 'Excel Template' drop down list select which Excel template to use from the list.
4. Type the name of the worksheet to populate the data within in the 'Sheet' field.
   Note: The default name for a worksheet in MS Excel®2010 is 'Sheet1'. If you have renamed the sheet in MS Excel® please type the custom name.
5. Type the Starting Column and Row to start the data population in the spreadsheet.
   Note: The Column/Row numbered entered is the location from which the data in the MS Excel® worksheet will be overwritten.
6. Run the report.
7. MS Excel® will open with the report data populated into the defined worksheet.

There is an option to send a report straight to an existing MS Excel® file.This will overwrite the data stored on the MS Excel® worksheet selected, and replace it with the report data from Synergy.

1. Select the Style and Save tab and at report format select MS Excel® (existing workbook).

2. At MS Excel® file, browse to the location of your saved MS Excel®workbook.  Highlight this.

3. Select Open.

4. Then type the name of the sheet within the MS Excel® workbook that you want the data from Synergy to be exported to.

5. You can then also specify which coordinates to insert the data at i.e. Column C / Row 5.

6. Select Save this report as one of my reports and enter a report title.

An option is available to send a report straight to a PDF layout. By default the report will save to the Users local data directory. 

Locate User data directory to learn more.

Landscape Style

Portrait Style

Font description	Actual font size
Extra small	5
Small	6
Medium	8
Large	10
Extra large	12

By default the original report name will be added, though to make it more meaningful and descriptive to your company, customise the report title as well.  This is the name of the report found in the list of My Reports.

By default any saved report will be seen only by the author.  This option allows you to share the report with other users of Synergy with the same or higher level of access.

Filters can be edited before running a custom report.  To switch this option on:

1. Edit your saved report .

2. Go to Style and Save.

3. Check the option Preview the filters.

4. Select Save and then Run.

If you've selected the option to share the report with others, then an option can be set to allow them to also edit the report.  With they will be able to edit the filters, change columns.

The description will carry over from the original report selected. You may want to add additional information to reflect changes to filters or sortings you've added to the report.  

For Example

The Invoice Detail Report All report description is "Invoice report showing totals by sub projects". Though if you add filters to display only outstanding and overdue invoices, then you could change the description.