Report Formats

You can highlight the required lines in a report and use copy and paste to copy the content and then paste, for example, into an Excel sheet. Synergy also offers a range of output formats that can be used to produce a report.

The report format options are displayed as radio buttons in the lower right corner of the report table. These options are:

PDF
HTML
XML
CSV
PDF Chart
Data Set
GUI Chart
Map (if applicable)

The format option buttons are shown in the following screenshot.

Select the radio button for the format you want and click the Save Data As button to generate the report. A preview will appear on your screen.

Note: It is possible to set PDF reports to generate using a custom font set. This requires backend configuration - for information, see your Synergy system administrator.

For the GUI Chart option, the selected chart type will display as an additional tab in the Synergy client application (not as an external file). You can click a slice of the chart to display a table consisting only of data items that fulfil that specific query criterion slice.

For the Data Set option, the currently selected data items are exported to disk and saved locally on your workstation as a data set for future investigation. Data items are selected by holding the Shift key and left-clicking the mouse. To de-select the selected data items, left-click outside of the table. If no data items are selected, the entirety of the currently displayed report is saved.

With a data set selected, the GUI Chart option will populate the selected chart type with that data only. For bar charts, the statistics display a fixed percentage axis so you can tell how much is used (the axis grows and shrinks depending on the amount required).

Note: Running a new dataveillance query clears your data set selection as the system assumes you want to select a new data set based on the new query's results. For information on dataveillance queries, see Table Design on page 1.

You can also set percentage thresholds so that you can make the bars go red or stay at green depending on utilization. To do this, click Set Limits at the base of the table.

Synergy can use this information to create dashboards. To do this, right-click on one of the field label headers. A Table Filters dialog box will display.

Click Add Dashboard Summary and enter the details that you want to be displayed on the dashboard. You will need to give it a suitable name and define how the statistics on the dashboard should be displayed, for example, as a pie chart.

Save your dashboard summary.

Go to Customize View and choose the layout, for example, a 4x4 grid, if you are displaying 4 sets of dashboard statistics.

Using the Function Search, you can now search for the dashboards you created and drag them into the grid.

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