Syncro's Report Builders help you create reports with customized elements that can be viewed on-screen, as a PDF, scheduled to run on a regular basis, and/or emailed to your customers and/or internal staff. There are currently two report builders:

• Internal Report Builder: Account-wide report designed to be sent to your staff members.
• Executive Summary Report Builder: Customer-specific report designed to be sent to your end users.

Because they're very similar, this document contains information about how to use both report builders. Where applicable, differences are noted. Screens displayed as examples are for the Internal Report Builder.

You can read on, or watch this short video to learn more:

See also: About the Reports Tab/Page for information about saving reports as favorites, scheduling reports, and downloading report PDFs.

Generate a Report

To generate a report, follow these steps:

1. Click the Reports tab/module.
2. In the Report Builders section, click either “Internal Report Builder” or “Executive Summary Report Builder.”
3. For the Executive Summary Report Builder only, enter a name in the Customer Name field, then select the customer you want.
4. From the Report Template dropdown menu, select a template. 
   Note: Syncro provides a Default Template, and you can create your own internal report template.
5. Click Run Report:
   
   

You can also generate an internal report via the Show Report button on the Internal Report Builder Templates page:

See Manage Existing Templates for more information.

Create a New Report Template

To create your own report template, follow these steps:

1. Click the Reports tab/module.
2. In the Report Builders section, click either “Internal Report Builder” or “Executive Summary Report Builder.”
3. Click Open Report Templates. Syncro displays the appropriate Report Builder Templates page, which includes any report templates you've already created:
   
4. Click +New Report Template.
5. Enter a descriptive Template Name.
6. Click +Insert Report Element and a section to insert into your template. See About the Report Elements for detailed descriptions. For the Visual, Text, and List Summary Sections:
   1. Click the tile (or button) containing the plus sign (+) to add a new Block to your section.
   2. Select a Report Module. See About the Report Modules for detailed descriptions.
   3. For the Internal Report Builder only, select the Customer Scope. Most Report Modules default to having the “Select All Customers” box checked. If desired, uncheck the box and type the name to search for and select a specific Customer. Note: This is a single select; to add multiple customers, add more Blocks.
   4. Complete any other fields that appear for the selected module. Note: Some modules will have required fields.
   5. Repeat steps a-d to add additional Blocks.
   6. Click Save.
7. Repeat from step 6 to add more sections and build a complete template for your report.
8. When finished, click Save Template. You'll be able to select your template the next time you generate a report.
9. Click Back to Template List or Run Report.

Notes:

• You can add as many Blocks as you want, but Syncro displays up to three blocks per row. At this point, you'll add new blocks using the +Add Block button (rather than the tile).
• When adding Blocks, you'll see "Sample" at the top to indicate you're seeing actual data.
• Individual Blocks within a section can be Cloned, Edited, or Deleted using the icons in the Block's title bar:
  

About the Report Elements

For all of the Report Elements/Sections, you can:

• Click at the top to add a header, as a name for the section.
• Use the triple-line icon to drag and drop reorder the entire section inside the report.
• Click the red x in the upper-right corner to delete the section. (There is no confirmation on this.)

Visual Summary Section

Displays graphs and charts of the information dictated by the selected Report Module. For example:

Note: Be sure to use Chrome or Edge, as this does not work in Safari. 

Text Summary Section

Displays textual representations of the information dictated by the selected Report Module, such as alerts detected, devices with AV, and more. For example: 

List Summary Section

Shows tabular representations of the information dictated by the selected Report Module, with up to 8 columns of data. For example:

Static Content

Adds a header with a block of plain text so you can enter whatever content you want. There's no formatting (e.g., bold or italic text) available here.

Page Break

Starts a new page on the generated PDF report, regardless of how much content there is on the current page.

About the Report Modules

The Visual Summary, Text Summary, and List Summary sections all require you to add and configure Blocks. What displays in each block is dictated by the Report Module you select. Your choices are as follows:

Manage Existing Templates

Once you've created some of your own report templates, you can rename, edit, clone, and/or delete them. You can also view the results of the report generated based on the template.

To manage your existing templates, follow these steps:

1. Click the Reports tab/module.
2. In the Report Builders section, click either “Internal Report Builder” or “Executive Summary Report Builder.”
3. Click Open Report Templates. Syncro displays the appropriate Report Builder Templates page, which includes any report templates you've already created:
   
   

Tips: 

• Type a full or partial template name and click Search to quickly find the one you want.
• Click the hyperlinked template name to navigate to the Edit page.

4. In the row for the template you are interested in:

• Click Show Report, which displays your report based on the currently saved version of the template.
• Click the ellipsis icon, then select either Rename, Edit, Clone, or Delete:
  
  
  Rename pops open a window to let you edit that field quickly, while Edit gives you all the options you had when you first created the template. Clone puts you into an edit screen with a copy of the template. For deletions, you'll be asked to confirm your choice.