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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
>  Division
>  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.