Synergize Report Designer

Synergize offers a range of reporting, auditing, and data analysis functions. You can use Synergize Report Designer to create reports for you and other users that can be configured to appear in the Report Viewer Portal.

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Note: You or your administrator must install Synergize Portal and the Synergize Report Viewer portlet before you can successfully install Report Designer.

Start Report Designer

  1. To design your first report, select New Report.

  2. If you are using products like Driver Recruitment, you might see a set of report providers to choose. The default provider is Sql Source.

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  3. A blank grid appears in the main editing area. By default the name of the report is DataSourceReport.

  4. Direct your report to a data source.

    Attention Driver Recruitment Users: If you have selected a pre-defined data source provider from the New Report menu, this step is not necessary.

  5. Click Edit.

  6. In the Query Editor, specify valid connection information, then type the base SQL query that will be used to populate the available fields and data for the report.

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  7. Use the Max Results option to limit your report to the first row or rows to be returned by the query.

  8. Open the Tool Box to see all the possible elements. The most basic elements are labels. Click View > Windows > Tool Box.

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  9. Add elements to the report.

  10. Add fields from the Field List which will pull the data for that field from each row of the table in the database that matches your data query. You can also define report parameters which are dynamic values that are determined at report generation time and can be acquired by prompting the user running the report.

  11. For both labels and fields, drag-and-drop from the appropriate window into the report grid.

    • You can drag the handles on the box to change the size of the displayed item.

    • You can also adjust the look of the label or field by setting its font information.

  12. To change additional attributes for a label or field, right-click it and select Properties from its shortcut menu.

  13. The Property Grid shows information related to any currently selected item.

    Example: The following window demonstrates a user editing a report in Report Designer:

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Tip: To keep controls on same line or in the same section, place them in a panel so they stick together and do not get clipped at the edges of the report output.