---
title: "Generating Reports"
slug: "generatingreports"
tags: ["custom report", "generate report", "schedule report"]
updated: 2026-04-09T01:46:31Z
published: 2026-04-09T01:46:31Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generating Reports

In 12d Synergy, there are two types of reports - Standard reports and Custom reports.

Standards reports are shipped out of the box with 12d Synergy. They provide basic information about entities such as Folders, Files, and Jobs, and features such as Tasks, Issues, Notifications, etc. They are delivered as a **.csv** or **.html** file.

[Custom reports](/v1/docs/v5reporting#13-custom-reports) are those you script and build into the 12d Synergy applications.

While a 12d Synergy Administrator can generate all reports, an end user (without administrative rights) can generate only some. [A list of these reports is mentioned here](/v1/docs/list-of-reports#13-reports-generated-by-12d-synergy-enduser-from-12d-synergy-client-application).

You can generate a report instantly or [schedule](https://help.12dsynergy.com/docs/v5reporting#12-how-to-schedule-a-standard-report) it for a set date and time or frequency.

### 1.1. How to Generate a Standard Report

You can generate a standard report from both the **12d Synergy Client** application and the **12d Synergy Administration** application.

#### 1.1.1. From the Reporting Menu in the 12d Synergy Client Application

Client Content

1. In the **Reporting** menu option, click the **Generate a Report** option. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-b32j38hn.png) The **Select a Report** window is displayed. All the reports that you can generate based on your access rights are displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-5ip5xt9z.png)
2. Select the required report and click the **Select** button. The **Enter Required Inputs** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-y9oizpts.png)
3. [Generate a report](https://help.12dsynergy.com/docs/v5reporting#1113-generate-a-report).

#### 1.1.2. Entity Specific Reports from the 12d Synergy Client application

Client Content

You can create reports specific to a job, 12d Model project and folder using the following procedure.

1. Select any folder or job in the tree structure and select the **Reports** tab from the right panel. All applicable reports to the selected entity (job or folder) are displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-8ntgppgu.png)
2. Select the required entity report from the **Name** panel on the left of the **Reports**tab. The required inputs are displayed to the right of the **Name**panel in the **Report Inputs** panel.
3. [Generate a report](https://help.12dsynergy.com/docs/v5reporting#1113-generate-a-report).

> [!NOTE]
> - You can also [create task-specific reports](https://help.12dsynergy.com/docs/v5workingwithtasks#114-how-to-create-a-task-report).
> - You can create issue-specific reports from the **Reports**tab when you view an issue from the **Issues**link in the job tree structure. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/issdetails1.png)
> - You can create file-specific reports by selecting the file, right-clicking it and selecting the **Properties**option. In the **File Details** window that is displayed, select the Reports tab. All the file-specific reports that can be generated are displayed in this window. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/filedetails(1).png)

#### 1.1.1.3. Generate a Report

1. For every input mentioned in the **Input** column, double-click the corresponding cell in the **Value** column to select or enter a value for the selected input.
2. Click the **Generate**or**Set**button, whichever is available in the window. The **Save report to** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-3btzb4bi.png)
3. Browse the location where you want to save the report.
4. Enter a name for the report in the **File name** box.
5. From the **Save as type**select one of the following file types for the report you are generating.
  - **.csv** – a comma-separated value file
  - **.html** – a web page
6. Click the **Save** button. The report is generated in the required format and is saved in the selected location.

#### 1.1.2. Using the 12d Synergy Administration Application

Admin Content

1. Select the **Reports** tab **> Generate a Report** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-b5c1myz5.png)
2. Select the required report from the **Name** panel. The required inputs are displayed in the **Report Inputs** panel.
3. For every input mentioned in the **Input** column, double-click the corresponding cell in the **Value** column to select or enter a value for the selected input.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/rep1.bmp)
4. Click the **Generate** button. The **Save report to** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-27yp8d3a.png)
5. Browse the location where you want to save the report.
6. Enter a name for the report in the **File name** box.
7. From the **Save as type**select one of the following file types for the report you are generating.
  - **.csv** – a comma-separated value file
  - **.html** – a web page
8. Click the **Save** button. The report is generated in the required format and is saved in the selected location.

### 1.2. How to Schedule a Standard Report

#### 1.2.1. Using the 12d Synergy Client Application

Client Content

1. Right-click any selected job or folder, select the **Edit** or **Edit folder** option, respectively. The **Edit a Job**or **Edit a Folder** window is displayed accordingly.
2. Click the **Reports** tab.
3. Click the **Report Schedules** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-wtdhzmco.png)
4. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-4js40bno.png) button. A **New Report Schedule** entry is added in the **Name** panel and is displayed in the **Report Schedule Name** box.
5. Click the **Select Report** button. The **Select a Report** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-ds5y5oyv.png) All the reports related to the selected entity (job or folder) are displayed.
6. Select the report you want to generate and click the **Select**button. The name of the selected report is displayed in the **Report**box of the **Schedule Information** tab.
7. [Create a report schedule](https://help.12dsynergy.com/docs/v5reporting#123-create-a-schedule).

#### 1.2.2. Using the 12d Synergy Administration Application

Admin Content

1. Select the **Reports** tab **> Scheduling** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-7p58lboh.png)
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-olhag2es.png) button. A **New Report Schedule** entry is added in the **Name** panel and is displayed in the **Report Schedule Name** box.
3. In the **Schedule Information** tab, click the **Select Report** button. The **Select a Report** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-32m7a15m.png)

> [!NOTE]
> For entity reports where there is a need to select one or more entities such as a job, folder, or a file, an **Entity Selection** tab is displayed. You can select entities based on one of the options displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-lxe25yyg.png)
4. Select the required report and click the **Select** button. The selected report is displayed in the **Report** box of the **Schedule Information** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-5r53y47e.png)
5. [Create a report schedule](https://help.12dsynergy.com/docs/v5reporting#123-create-a-schedule).

#### 1.2.3. Create a Schedule

1. In the **Schedule Information** tab, enter a name for the report schedule you are creating in the **Report Schedule Name** box.
2. Select the required frequency for generating the report from the **Frequency** list.
3. Select the date and time range from the **Start Date/Time** and **End Date/Time** lists for the selected report. The **Next Execution Date/Time** and **Last Execution Date/Time** display the execution dates and times calculated by the server.
4. Select the file format of the report to be created from the **Output Extension** list.
5. Click the **Report Input** tab.
6. For every input mentioned in the **Input** column, double-click the corresponding cell in the **Value** column to select or enter a value for the selected input.
7. Click the **Report Delivery** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-z7dkyx52.png)
8. Do one of the following to set the report delivery:
  - Select the **Save to network folder path** option to save the report to the location you will be entering in the box below.
  - Select the **Save to Synergy path** option to save the report to the 12d Synergy location you will browse using the ellipsis ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-aebbn9yt.png) button below.
  - Select the **Email** option and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-8wcei8ks.png) button to add groups of users in the **Groups** tab and individual users in the **Contacts** tab.
9. Click the **Save Report Schedule** button. The report is generated based on the date, time, and frequency set and is delivered in the selected format.

> [!NOTE]
> You can click the **Run Now**button and test if the report is being generated.

### 1.3. Custom Reports

You can create custom reports via the scripting engine built into the 12d Synergy applications. You can write a program and specify the inputs to the report, using full API access. For more information on the API, please see the [12d Synergy API Reference](https://files.12dsynergy.com/downloads/5.1/api/topic_0000000000003616.html) guide.

#### 1.3.1. How to Upload a Custom Report

Admin Content

1. In the **12d Synergy Administration** application, select the **Reports** tab **> Report Scripts** tab.
2. Click the **Add** button. The **Add a Report Library** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-eog9sdjs.png)
3. Enter the name of the custom report in the **Name** box.
4. Click the ellipsis ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/reporting.doc-image-dv8lelfj.png) button and add the**.dll** file of the custom report you have developed.
5. Click the **Add** button. The custom report is displayed in the left panel of the **Report Scripts** tab. It is also added in the **12d Synergy Client**application >**Reporting**menu > **Generate a Report**option >**Select a Report** window. You can generate the custom report like any other standard report from there.