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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 “Workflow Plus 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 $955. Annual Maintenance of $175 is required for this tool. We will include 60 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 (Workflow Plus Report in Requests) tool at no additional cost.

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.