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Exact Synergy Enterprise   

Adding and viewing reports on your workspace using widgets

Menu path

? My workspaces


On this page, you can add report widget or modify existing ones. It can be customized to only show information you have selected.

Roles and rights

All users are able to access the default workspace, workspaces that they themselves have created, and workspaces that have been shared with them for viewing or editing. The list of reports displayed depends on the roles linked to the reports. For more information about linking a role to a report, see Linking roles to report groups or Linking roles to reports.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 257 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I add the report widget to my workspace?

  1. On the workspace, click  Add widget. The Widgets page will be displayed.
  2. Click the Report tab on the left, and then click the Reporting Services widget to the workspace. The Add: Reporting Services page will be displayed.
  3. At Title, type the title of the report.
  4. Click at Report to select the required report.
  5. Define the other properties and layout settings, if required, and then click Save.

How do I modify an existing report widget on my workspace?

  1. On the workspace, hover your mouse over the report widget.
  2. Click .
  3. Make changes to the properties and/or layout settings.
  4. Then, click Save.



Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.555.610
 Assortment:  Date: 22-01-2019
 Release: 246  Attachment:

ESE-OH257-Addingandviewingreportsonyourworkspaceusingwidgets-final.docx 42.9 KB View Download