Export the List

Use the Export options to place the Synergy data shown in any list view to MS Excel®, Synergy Report or a PDF file.

ClosedGetting Started
Who Can Use It? Where Is It?

User

Assist. Project Manager

Project manager

Director

Administrator

System Administrator

Available in any List and selected tab list views via a right mouse click

Watch a video to learn the basics about using Synergy.

To access this video you must have a Synergy Cloud Services login account. Learn more about Synergy Cloud Services and what features are included.

Export to MS Excel®

Instead of running a Synergy report, you can export the information shown within the list directly to MS Excel®. The export will match the data shown on screen (including filters or sorting applied). The export displays all the information for the columns displayed in the list, and includes the column headings. This option can be found via a right mouse click in any list (i.e. Projects, Contacts, Invoice Maintenance etc), or in many of the tab list views (i.e. Project Contacts, Project Time and Expenses etc).

ClosedTo export the list to MS Excel®
  1. Right mouse click in the list.
  2. Select Export to Excel.
  3. The data shown in the list is exported to MS Excel®, and includes the headings.

Tip: Not sure which lists or tab views you can export to MS Excel®? Right Mouse click on the list or tab and view which export options are available. Learn more about Reporting using MS Excel®.

Export to Report  

Use the Export to Report option to run a Synergy report without using the report manager. This option will export an exact match of the data shown within the list view (including filters or sorting applied). The export will display all the columns of information shown on screen, and includes column headings. This option can be found via a right mouse click within any list (i.e. Project, Contacts, Invoice Maintenance etc), and within most of the tab list views (i.e. Contact Personnel, Project Time and Expenses etc).

ClosedTo export the list to a Report
  1. Right mouse click in the list.
  2. Select Export to Report.
  3. The data shown on screen is exported to a Synergy Report, and includes the column headings.

ClosedSave the Report

Save the report information shown asMS Word®, MS Excel® or as a PDF file. To save the report:

  1. Click the Save icon in the top toolbar .
  2. Select the file format as either MS Excel®, PDF, or MS Word® from the drop down list.
  3. Choose where to save the file (your computer or a network location).
  4. Click Save.
  5. Navigate to the location you saved the file, and open the file to view an exact match of the Synergy report.
ClosedEmail the Report as a PDF

Email the report to internal staff or a Synergy contact from within the report. To email the report:

  1. Click the Email icon shown in the bottom left corner of the report.
  2. Email Wizard is shown allowing you to select internal staff to send the report to. Check the required internal staff as To, CC, or BCC recipients.
  3. (Optional) Use the search field to add any Synergy contacts to the email. Type the contacts name and press enter to run the search, then select the required recipients.
  4. Click Finish.
  5. A new email message will open in your email client (i.e. MS Outlook®) with the selected recipients added, and the report included as a PDF attachment.

Tip: Want to select the email recipients in MS Outlook® instead? Simply click Finish on the email wizard, and the email will be created with the report attached and no recipients added. This allows you to select the recipients from your MS Outlook® Contact address book.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

© 2019 Total Synergy Pty Ltd

 

 

Open topic with navigation