Do you have a report which always need to be displayed when opening your resource card or item card?
With the add-on “Exact Synergy Enterprise Reports On Cards” you can now directly view one or more reports including charts and graphs) when the card is opened. The cards that a report can be launched from include:
> Account Card
> Contact Card
> Item Card
> Project Card
> Opportunity Card
> Person (Employee)
> Cost Unit
> Cost Center
Without this tool in Exact Synergy Enterprise before you can see a specific report, you will normally have to go to a specific card, open the reports in the monitor section, choose your report and then refresh your report. Or in case the card does not have a monitor section, you will go to the menu report section, choose the report, fill in the parameters and refresh.
The cost for this Report on Cards tool is workflow is $910. Annual Maintenance of $166 is required for this tool. We will include 30 minutes of training / installation assistance with this tool.
A Manual is included will provide guidance with the self-install process and training of staff with this new functionality. Delivery of this tool will take approximately 7 business days.
When this tool is purchased, you will receive the Reports within Workflow Requests tool at no additional costs.
This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in a Workflow Request or Card that will be using this functionality. This Role is available at a small cost from Exact Software, and is licensed by individual users. This Role is required for many of our tools and custom applications described on this website.