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Modules & Reporting

Advanced Reporting 6: Synergy Workforce Web Report Designer

Synergy

Introduction

This guide explains how to create a report from an existing template and customise it by adding columns, modifying layout, and changing the grouping logic.

Creating a Report from a Template

  1. Click Create Report to open a new blank report.
  2. In the top-left Menu, select Templates.
  3. A list of available templates is displayed (currently only one, but this may expand in future).
  4. Select the template and click Finish.

Previewing the Template Report

The template is applied to the new report. It contains a standard timesheet layout with more detail than the custom-built reports from earlier tutorials.

Preview the report:

  • Select a date range and a few employees.
  • Submit to generate the report.

The template groups data by Department by default.

Adding a New Column: Week Number

Switch back to Design View. Add a Week Number column before the Clocking Date column.

Steps:

  1. Add a new cell in both the Group Header Table and Detail Table.
  2. Insert the new cell just before the Clocking Date cell.
  3. Label the new header cell as Week Number.
  4. Bind the new detail cell to the Week Number field.
  5. Adjust spacing so both columns fit cleanly in the layout.

Preview the report again to confirm that the Week Number column appears correctly.

Changing Grouping: Grouping by Employee Instead of Department

  1. Select the current Group Header (click the caption area).
  2. In the Properties Panel, locate the Group Fields section.
  3. Remove the existing Department Name field using the X icon.
  4. Add Employee ID or Employee Code as the new grouping field.

Updating Group Header

  1. Remove the existing expression.
  2. Bind the header label to Employee Code.
  3. Format the label text: Employee Number: [Employee Code].

Updating Group Footer

  1. Replace the existing summary label.
  2. Bind the footer label to Employee Code.
  3. Format the text as: Total for Employee Number: [Employee Code].

Final Preview

  1. Save the changes.
  2. Preview the report by selecting a few employees.
  3. Confirm: Data is grouped by Employee, not Department. Headers and footers display correct employee information. Summary rows show Total for Employee correctly per group.

Conclusion

You've now successfully:

  • Created a report from a template.
  • Added a new Week Number column.
  • Reconfigured grouping logic from department to employee.
  • Customised headers, footers, and layout for clarity and structure.