• 25 Sep 2023
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Article Summary

1.1. Types of Reports

There are several types of reports that can be generated - Global Reports or Entity Reports.

Global Reports run across everything in the system, whereas Entity Reports are generated for each item.

For example:

1.2. Generating Reports

You can generate reports against many entities in the system, including:

  • Jobs - via the Reports tab when a job is selected
  • Folders - via the Reports tab when a folder is selected
  • Files - via the Reports button on the file properties
  • Users - via the Reports button on the user properties
  • Tasks - via the Reports button on the task properties

Most reports may require additional input.

Additionally, reports are available via the Reports section in the 12d Synergy Administrator. These reports tend to be global and administrative, rather than about the status of a job etc.

1.3. Scheduling Reports

Scheduling a report requires administrative privileges on the entity you wish to report on, or if it's a global report, system administrator access.

To set a report for an individual entity, such as a job, simple:

  1. Edit the entity
  2. Select Reports
  3. Add a new schedule
  4. Select the report you want to generate
  5. Provide a name and time details - this can include
    1. How often to run the report
    2. The start date
    3. An optional end date
    4. The next execution / last execution time, if necessary
  6. Check the Report Inputs tab to see if more inputs are required
  7. Set the delivery method

1.4. Report Delivery Methods

There are several methods available for delivery.

  1. Saving to a network path - this must be a UNC path, and not a mapped network drive. For example, \\MyFileServer\drive d\reports
  2. Save to a 12d Synergy Path
  3. Send an email to:
    1. Groups
    2. Contacts
    3. Roles (only available when sending a report for an entity that belongs to a job)

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