Reporting

Overview

There are two types of reporting in 12d Synergy – standard ‘simple’ reports that ship out of the box and offer limited customization, or customizable reports.

Standards Reports

Standards reports are shipped out of the box with 12d Synergy. They provide basic information about features such as Folders, Files, Tasks, Issues / Document Registers, or Jobs.
They are delivered as XML, which is passed through a user selected XSLT (Extensible Stylesheet) to provide formatting. If you are not familiar with XSLTs, there are many good online tutorials and open source tools to help build them.

An XSLT can easily and quickly convert XML data into a CSV for import into excel, or into HTML for cosmetic display.

XSLTs for standard reports can be set at the system level, and overridden at the job level, to allow for customization based on your client or business needs. For example, this may be as simple as a logo, or a different presentation of information depending on the context.

At any time, for any Standard Report, you can add a new Format, download the XSLT or update one.

Each report format is defined by:

• A name
• The final output format
• An XSLT to provide the transformation

Custom Reports

Overview

Currently, custom reports are available via the scripting engine built into 12d Synergy. You can programmatically control exactly what goes into your report, using full API access. For more information on the API, please see the Scripting Reference Manual.

Adding a Compiled Report Assembly

If you have created and compiled a report, these are added in the Custom Reports tab of the Reports section of the 12d Synergy Administrator.

Generating a Report

Any reports are available under the Reports menu in the 12d Synergy Client. Depending upon the assembly, they may require user input to generate.