Syncrofy 101: Setting up a ReportBy: Pasquale Gatti | March 8, 2018
We want to make it simple for you to learn about the power of Syncrofy’s features and all the ways it can help you get the most out of your EDI data. That’s why our “Syncrofy 101” series of posts will highlight a specific task in Syncrofy and illustrate how easy it is to carry out. In this post, we’ll examine how to work with Reports, when you would want to use one, and how to run the report.
In our last installment, we took a look at one of the ways Syncrofy enables you to analyze your data—through dynamic visuals with Dashboards. However, if you wish to extract that data from Syncrofy and use it to make proactive adjustments to your B2B processes, you’ll want to take advantage of the Reports feature.
When to Use a Report
Reports enable you to take your data from Syncrofy, download it, and present it in a specific way to answer a business question. By doing so, you’ll obtain a “snapshot in time” of your data, a downloadable artifact that does not change.
For example, you may want to view a report to display all of the invoices for a particular month so you can compare it to a previous month. Alternatively, you might want to run one to display all of the business documents you’ve processed over the last week to track a missing document.
We mentioned how reports are “snapshots” that do not change once you create it. That said, you have the ability to go to a “Live View” to obtain the most current “snapshot” of up-to-date information. Let’s say you run a report to list all of the unacknowledged document types. You might take that data and work on your process for a week to remedy the issue. Now, you can simply click on the “Live View” the report to track your progress.
Running a Report
Syncrofy allows you to build and run reports from previously saved views. You can run your report from the main Reports screen or from the Documents, Files, or Exceptions screens.
Your report is generated in on the main Reports screen with the date and time of creation. From there, you can click on specific documents within the report to view details or you can share, download, delete, or go to “Go to Live” and see the most up-to-date information.
With Reports, you’re in control of the data you want to see and how you want to organize it. It’s just another way Syncrofy is helping you take charge of your EDI.
To learn more about Reports, including a step-by-step instructions on how to create and manage them, visit our Help site. To discover the power of Syncrofy, visit www.syncrofy.com.
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