Exact Synergy Enterprise

Overview of reports - Reporting services integration

Menu paths

To view an overview of reporting services integration reports grouped under Customers:

• Go to Modules ? Customers ? Reports ? Accounts ? Search, define the required criteria, and click Show. Then, click the account code hyperlink in the Account name column to open the account card. Next, click Reports.
• Go to Modules ? Customers ? Reports ? Opportunity management ? Search, define the required criteria, and click Show. Then, click the hyperlink in the Opportunity: Description column to open the opportunity card. Next, click Reports.
• Go to Modules ? Customers ? Reports ? Reporting services integration ? Reports, and then click on the required report.

To view an overview of reporting services integration reports grouped under Financial:

• Go to Modules ? Financial ? Reports ? Reporting services integration ? Reports, and then click on the required report.

To view an overview of reporting services integration reports grouped under HRM:

• Go to Modules ? HRM ? Reports ? People ? Search, define the relevant criteria, and click Show. Then, click the name of the required person in the Name column to open the person's personal card. Next, click Reports.
• Go to Modules ? HRM ? Reports ? Reporting services integration ? Reports, and then click on the required report.

To view an overview of reporting services integration reports grouped under Logistics:

• Go to Modules ? Logistics ? Reports ? Search ? Items, define the relevant criteria, and click Show. Then, click the item code of the required item in the Code column to open the item card. Next, click Reports.
• Go to Modules ? Logistics ? Reports ? Reporting services integration ? Reports, and then click on the required report.

To view an overview of reporting services integration reports grouped under Projects:

• Go to Modules ? Projects ? Reports ? Search ? Projects, define the relevant criteria, and click Show. Then, click the required project code in the Project column to open the project card. Next, click Reports.
• Go to Modules ? Projects ? Reports ? Reporting services integration ? Reports, and then click on the required report.

To view an overview of reporting services integration reports grouped under Workflow:

• Go to Modules ? Workflow ? Reports ? Reporting services integration ? Reports, and then click on the required report.

Introduction

On this page, you can view reports which have been categorized in the respective modules, such as HRM, Customers, Projects, Logistics, and Workflow.

Roles and rights

All users are able to access the overview of reporting services integration reports. 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.

Note:

• 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 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I access reporting services integration reports from each module?

1. In the account cards or opportunity cards, click Reports to view reporting services integration reports grouped by Customers. Likewise, in the personal cards, item cards, or project cards, click Reports to view reporting services integration reports grouped by People, Logistics, or Projects.
2. Define the fields.
3. Click Refresh.
4. Expand the required report group by clicking the icon next to it to display the list of reports.
5. Select a report to view the details.

Keep in mind: The respective report group that will be expanded is dependent on the location from which you access the reports.

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