Summary of Reports
  • 08 Apr 2024
  • 9 Minutes to read
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Summary of Reports

  • PDF

Article Summary

Client Content

1.1. Global Reports Generated by the 12d Synergy Administrator

Triggered from :
  • 12d Synergy Administration application > Reports tab > Generate a Report tab
  • 12d Synergy Client application > Reporting menu > Generate a Report 
Triggered by :12d Synergy Administrator
Name of the reportWhat it reports?
Company ListReports the list of companies and their details in the system
Contact ListReports the list of contacts and their details in the system
Folder File Storage ReportReports the number of files, file changes and disk space used on the master server for a given folder.
Job File Storage ReportReports the number of files, file changes and disk space used on the master server for a given job.
File Downloads ReportGenerate a report that gives the download size per project or user grouped by day, week, or month.
File Storage Growth ReportReports the growth of a file store over a time range in the selected time interval. Archived and temporary construction files are not considered for this report.
Note that you cannot group by days if the date range is more than a month. Similarly, for date range beyond four years, you can only group them by quarters of a year.
FRS File Changes ReportReports a list of file changes that exist on a File Replication Server
Retrieve File By File Change IDProvides you with the link to a location in 12d Synergy where the file with the given file change ID is stored
All Checked Out Items ReportReports the list of checked out items by all users that were checked out for a selected period of time
Dashboard - CustomReports all the gadgets and details in a custom job dashboard
Issued Files ReportReport to show all the files issued to a contact or set of contacts or staff of a company.
All Job Attributes ReportReports all details of all jobs, their attributes and their total task completion percentage
Job Activity Report
Reports the last time every job had a file checked in. You can optionally select a date, or number of days ago, and report the jobs with activity before this point.
Job List ReportReports the list of jobs that match the search criteria, with the selected job attributes displayed in columns  
Job Usage Report - All JobsReports the usage and details of jobs by all users (displayed by their license type) over a specified period of time. The results can be categorised by any selected user attribute or/and job attribute.  
Job Usage Report - EnterpriseThis report is only for the 12d Synergy Enterprise users.  It reports the number of days each user has worked on each job for a specified period of time. You can group the results by job attribute or/and contact attribute. The results can also be filtered by a job attribute.
Detailed License Usage ReportReports the usage of licenses by respective users for a set period of time
Enterprise License Usage ReportThis report is only for the 12d Synergy Enterprise users. It reports the number of days each user has logged in for a specified period of time.
License StatisticsDisplays statistics on license usage over a period of time
Unique License Totals ReportReports the usage of a selected license type for a set period of time in the required intervals of time
My Subscribed NotificationsReports a list of types of notifications that you (logged in user) have subscribed to
Subscribed Notifications for UserReports a list of types of notifications that a selected user has subscribed to
System-wide Task ListReports a list of system-wide tasks and their details that match the task search criteria selected
Task Attribute ReportReports a list of tasks based on the task attribute and task type selected 
List Users ReportReports details of all the users in the system, such as user name, email address and user id
Permissions ReportReports the various permissions to different entities that a user is assigned
Simple User ReportReports user access details such as login-logout times, modules that the user has access to, and the time at which the user made changes to different entities. If any user has an Enterprise license, then the number of their daily logins to the 12d Synergy applications is also reported.
Unique Daily User Connections ReportReports the number of users that logged in over a selected period of time. You can also set the time zone for this report if your users are working in a different time zone.
User Actions ReportReports the actions done by the logged in user over a period of time
User Activity Summary ReportReports whether or not the users are active
User Checked Out Items ReportReports all the checked out items by the logged in user
User DetailsReports the login details of all the users in the system
User Logins ReportReports the number of users who have logged in between a set period of time

1.2 Entity-specific Reports Generated by 12d Synergy Administrator

1.2.1 Job

Triggered from :
  • 12d Synergy Administration application > Jobs tab > Find tab > find a job using Find button > select the required job from Edit Jobs window and click the Edit button > In the Job tree window, select the required job from the left-most panel > select the Reports tab in the middle panel > create a report schedule by clicking the plus button in the Report Schedules tab > click the Select Report button > the reports are displayed in the Select a Report window.
  • 12d Synergy Client application > select a job > right-click and select Edit option > Reports tab  > Report Schedules tab > create a report schedule by clicking the plus button > click the Select Report button in the Schedule Information tab > the reports are displayed in the Select a Report window.
Triggered by :12d Synergy Administrator
Name of the ReportDescription
Changed Files Report Reports a list of all the changed files and the details of the changes, within the selected job
Current DashboardDisplays the selected job's dashboard with all its details.
Dashboard - CustomDisplays the custom dashboard that you can create using the 12d Synergy Administration application > Reports tab > Dashboard - custom report > click the Value column in the Report Inputs section > Dashboard Editor window
File List ReportReports a list of all the files in the selected job along with details such as version number of the file, size, location, etc.
General OverviewDisplays the general details of the selected job and reports the changes made to files, 12d Model projects and tasks within the last month.
Job Usage Report Reports the number of hours spent by each user on the selected job, and the type of license the user holds. The results can be categorised by any selected user attribute.
Permissions ReportReports whether or not the explicit permissions are given to all the users and user groups for the selected job
Structure ReportReports the structure of the job with its folders (and subfolders) of the selected folder
Task ListReports the list of tasks created in the selected job and their progress details

1.2.2. Folder

Triggered from :
  • 12d Synergy Administration application > Jobs tab > Find tab > find a job using Find button > select the required job from Edit Jobs window and click the Edit button > In the Job tree window, select the required folder from the left-most panel > select the Reports tab in the middle panel > create a report schedule by clicking the plus button in the Report Schedules tab > click the Select Report button > the reports are displayed in the Select a Report window.
  • 12d Synergy Client application > select a folder > right-click and select Edit Folder option > Reports tab  > Report Schedules tab > create a report schedule by clicking the plus button > click the Select Report button in the Schedule Information tab > the reports are displayed in the Select a Report window.
Triggered by :12d Synergy Administrator
Name of the ReportDescription
File List ReportReports the list of files in the selected folder
Permissions ReportReports whether or not the explicit permissions are given to all the users and user groups for the selected folder
Structure ReportReports the structure of the  subfolders  of the selected folder

1.2.3. User

Triggered from :12d Synergy Administration application > Users tab > Find tab > find a user using Find button > select the required user from Edit Users window and click the Edit button > Edit a User window > Reports tab > the reports are displayed in the Name panel which is on the bottom-left of the window
Triggered by :12d Synergy Administrator
Name of the ReportDescription
Job Usage report  - by user  Reports a graph of the date vs time of all the jobs that the selected user has accessed for a selected date range and unit of time.
Data changes over time by userReports the number of file, task and 12d Model project changes that the selected user has made over a selected date range in the selected unit of time. 
User Active Task ListReports the details of the assigned tasks that are open and are assigned to the selected user 
User Log ReportReports all the activities that the selected user has performed on all the accessible jobs and the time at which they were done for a selected date range 
User ReportReports details such as the number of logins, task changes, file changes and 12d Model project changes made by the selected user,  over a selected period of time, in the selected unit of time. 

1.2.4 Task

Triggered from :
12d Synergy Client application > select  Task List from the job tree structure > select a task from the right panel > click the Edit  button on the quick access tool bar > Edit <selected task name> window > click the Report button on the left-bottom > Select a Report window 
Triggered by :
12d Synergy Administrator
Name of the report
What it reports?
 Task Details Report Reports the attributes, associations, notes reminders, dependencies or history of the selected task based on the criteria you select

1.2.5. 12d Model Project 

Triggered from :
12d Synergy Client application > select a 12d Model project folder (managed folder) > click the Report button on the right-bottom of the Project tab displayed to the right side of the job tree > Generate Report window > Select a Report list. 
Triggered by :
12d Synergy Administrator
Name of the report
What it reports?
12d Model Project Details Report Reports the attributes, associations or history of the selected 12d Model project based on the criteria you select

1.3. End-user generated reports from 12d Synergy  Client application

Triggered from :

12d Synergy Client application > Reporting menu > Generate a Report option

Triggered by :End user of the 12d Synergy Client application
Name of the reportWhat it reports?
Company ListReports the list of companies and their details in the system
Contact ListReports the list of contacts and their details in the system
Folder File Storage ReportReports the number of files, file changes and disk space used on the master server for a given folder
Job File Storage ReportReports the number of files, file changes and disk space used on the master server for a given job
Changed Files ReportReports a list of all the changed files and the details of the changes, within the selected job
Retrieve file by File Change IDGet a link to a file location in 12d Synergy by passing in a file change ID
Issued Files ReportReport to show all the files issued to a contact or set of contacts or staff of a company
All Job Attributes ReportReports all details of all jobs, their attributes and their total task completion percentage
Job List ReportReports the list of jobs that match the search criteria, with the selected job attributes displayed in columns  
My Subscribed NotificationsReports a list of types of notifications that you (logged in user) have subscribed to
System-wide Task ListReports a list of system-wide tasks and their details that match the task search criteria selected
Task Attribute ReportReports a list of tasks based on the task attribute and task type selected
Permissions ReportReports the various permissions to different entities that a user is assigned
User checked Out Items ReportReports all the checked out items by the logged in user



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