report in workflowDo you have a report which need to be approved, viewed or distributed in your organization? You can now use the workflow module to show a Microsoft Reporting Services Report (SSRS) inside a request as a new section tab.

With this add-on, your report will directly be shown when you open the card or open your workflow request. Create a workflow, have it routed to the person(s) for approval and have displayed all of the information that the person will need to review before Approving or Rejecting the request. A total of five (5) reports can be displayed in a single workflow request, giving alot of visibility into Synergy and your back office software.

This report will always display refreshed data from the tables, not a static report that needs to be updated by a System Administrator periodically.

The cost for this tool is $955. Annual Maintenance of $175 is required for this tool. We will include 60 minutes of training / installation assistance with this tool. You will receive the Report on Cards (Workflow Plus Report on Cards) tool as part of your purchase at no additional cost.

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.

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.


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