Report Columns

Explore editing our standard reports by adding or removing columns.

ClosedGetting Started
Who Can Use It? Where Is It?
  • User
  • Assistant Project Manager
  • Project manager
  • Director
  • Administrator
  • System Administrator
    		•

    Reports > Edit > Columns

    Tip: Customise the report and then save as one of My Reports.

    Understanding the toolbar icons

    move column down

    move column up

    edit the formula

    reset to original report columns

    remove all columns

    remove column selected

    Watch a video to learn the basics about creating a Synergy Report.

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

    Current columns

    We're going to explore customising a report.  These same rules apply to all reports within the Report manager.

    1. The right hand side of the screen displays the current columns that appear in the report.
    2. Run the report.  Print one page and then work through customising the columns.

    Tip: Even if you're happy with the data columns on the report, you can use this function simply to rename the headings that appear when printed or even change the order in which the columns appear.

    Add columns

    1. From the left hand side of the screen these are all available columns that can be added to the report.
    2. Double click a column.  This will appear on the right hand side of the screen under Current columns at the bottom of the list.

    Tip: Currently there is no way to pull in a column visible on a different report that does not appear within the column list on the report being customised. Click here for a definition of the column headings.

    Sort order of columns

    1. From the right hand side of the screen select the column to be moved.
    2. Click the up / down arrows until the column is positioned .

    Remove columns

    1. From the right hand side of the screen select the column to be deleted.
    2. Click the eraser to remove the column .

    Tips:

    Rename columns

    1. From the right hand side of the screen select the column to be modified.
    2. As soon as you click the column the column heading is highlighted.
    3. Type the new name for the column.

    Column width

    From the right hand side of the screen select the column to be modified.

    If you found that when you previewed the report a column text was wrapping i.e. the reference name, type in the width that you need to either expand the column width or shrink.

    1. The Portrait style report column width total can not go higher than 19.8cm to allow for a 6mm margin for printing.  If the total width exceeds this, change the report to Landscape on the Style and Save tab.
    2. The Landscape style report column width can go up to 28.5cm.  But remember, once it hits a width of only 19.8cm, change the orientation style to Portrait.

    Tip: If the report column width exceeds 28.5cm you can always turn the report into an MS Excel® style report which has no limitations.

    Sum columns

    1. From the right hand side of the screen select the column to be summed.
    2. What this will do is put a total or add up the value of the column you've selected.
    ClosedExample

    I've opened the Project List report.  Previewed it and found it needed more information.  I've then added the Project Budget column to the report and previewed.

    However, I would like to see a total for the Budget, as it has not done so.  I tick the Sum box against my Project Budget column

    Merge fx{}

    Each user has the ability to edit how the data is displayed on a report. Use the Merge FX {} options to group together similar data to create a summary report. The grouped data can then have the a merge effect applied to it, to have the group display the average, sum, min or max values. Refer to the topic Columns Merge for more information. 

    Hide duplicates

    1. From the right hand side of the screen select the column that repeats down the page.
    2. Tick the option Hide Duplicates against the column.
    ClosedExample

    Going back to our Sub project performance report, it repeated the project number and name for every sub project listed:

    Then tick the Hide Duplicates against Project # and Reference name:

    Tip: This is really good when running Timesheet and Expenses reports.

    Edit the cell formula

    The sums that occur on our reports are formulas hiding in the background provided by us, in an effort to make reporting in Synergy a breeze.  However if you required the sums to be altered i.e. you need to refer to different columns on different reports, then the formula can be changed.

    ClosedExample

    Profit on our reports is based on Invoiced value MINUS cost.

    FormatNumber(IIf(SUM(Fields!SUB_PROJECT_INVOICED_cur.Value)=0,0,IIf(SUM(Fields!SUB_PROJECT_INVOICED_COST_cur.Value)=0,100,100 * (1 - (SUM(Fields!SUB_PROJECT_INVOICED_COST_cur.Value)/IIf(SUM(Fields!SUB_PROJECT_INVOICED_cur.Value)=0,1, SUM(Fields!SUB_PROJECT_INVOICED_cur.Value)))))),-1,-1,true,-1)

    If you so happen to need to edit the formula to calculate profit based on Charge value instead the formula can be changed.

    Please contact the Services Team and they'll organise the process for you.

    Want to learn more?

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

     

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