Generate Reports
  • 11 Oct 2023
  • 1 Minute to read
  • PDF

Generate Reports

  • PDF

Article summary

Reports can be generated for the following entities from the 12d Synergy  Web and Mobile Apps.



Task List Inputs Report


File Details Report


Current Dashboard, General Overview, Permissions Report, File List Report, Changed Files Report, Task List Report, Structure Report, 


Permissions Report, File List Report, Structure Report


Job Usage Report

1.1. How to Generate a Report

  1. After accessing the required entity, click the Reports tab.
    • Depending on the size of the browser or if you are using the 12d Synergy Mobile App, the Reports button either as a selection option below the 12d Synergy ribbon or as an option in the menu at the bottom-right of the page.
    • If you can generate multiple reports for an entity such as a job or a folder, the list of reports is displayed. Click the report you want to generate, and the form to enter the inputs for the selected report is displayed.
    The Generate Report dialog box is displayed.

  2. Do one of the following in each row of input.
    • Click the Yes button to include the input section in the report.
    • Click the No button to exclude the input section in the report.
    • Select the appropriate option from the list to configure that section in the report.
  3. Enter a name for the report in the Report file name* field.
  4. Select one of the following options from the Extension*list.
    • .html – to create the report as a web page
    • .xml – to create the report in XML format
    • .csv – to create the report in MS Excel Spreadsheet
    • .pdf – to create the report as a PDF document
  5. Click the Generate button.
    A report is generated based on the selections made and is displayed in the selected format.

All the above options are not listed for all reports. The options are listed depending on the formats that are best suited for the display of the selected report. 

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