Synergize Report Viewer Portal

Portal is a platform where you can install applications called portlets. The new platform architecture that TRANSFLO® uses is called Portal Overview. Existing portlets include:

• AP Portlet (see Synergize Accounts Payable)

• Driver Recruitment (see Synergize Driver Recruitment)

• Report Viewer (see below)

To use the Report Viewer portlet:

1. Click Synergize Portal on the desktop.

   

2. Enter your Active Directory username and password.

3. Select the correct domain from the drop-down list and click Submit.

   

4. The system automatically downloads the latest version of the Report Viewer software.

5. Click the Report Viewer icon (or tile).

   

6. On the Report Viewer dashboard, double-click a report from the list.

7. Enter your parameters and click Submit to run the report.

8. (Optional) You can also upload new reports to the list, download a report, or delete a report from the list. These functions are represented by three icons in the top toolbar.

   

   

   Tip: The download and delete icons are available only when you select a report in the list. When you add or remove a report, your changes affect the list for all users.

9. Use the empty text field to the left of the icons to enter filter criteria to narrow the list of reports.