Forum | Synoptix

Learn, Create, Report
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PostPosted: Wed May 16, 2018 1:31 pm 
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If you are interested in upgrading or learning more about the upgrade, we're available to help!


youtu.be/V6MJLXTPxyU

WHY CHANGE?
Get out of spreadsheets, or tools that leave you with ugly, unusable reports — you could be saving time and using real-time information. Ready for an easier approach? Then what are you waiting for?

THE COMPLETE PACKAGE

FINANCIAL
• Connect to your data in real-time
Easily drag and drop for faster report creation
Enjoy spreadsheet-like interface
Report from multiple databases
• Use built-in drill down functionality
• Use account segments, wild cards and ranges to pull the right balances

SCHEDULE SERVER
Schedule reports to be distributed at specified time

REPORT PORTAL
• View scheduled reports
• Run on-demand reports
• Control user access
• View Reports in HTML, XLSX, and PDF
• Sortable Drill Downs, with export function.

ADDITIONAL TOOLS
• Trial Balance Import tool
• Budgeting

OPERATIONAL
• Available Spheres for Outside the GL
o Our module allows you to report from Payroll, Fixed Assets, Student Billing, Financial Aid, and many more
Access to create new spheres

WHAT’S NEW

BROWSER BASED FEATURES
• UPDATED Browser Scheduler
• UPDATED Report Client
NEW Graphing
NEW Dashboards
• UNLIMITED Users

SCHEDULE SERVER
Powered by a Tomcat server, we have taken report automation to the browser. Users can now:
• Schedule Reports without installing client application.
• Control user report distribution without installing client application.

REPORT PORTAL
This robust portal will allow report consumers to view reports in any standard browser, and run them on demand.
Take advantage of:
• Enhanced drill downs
o Sort within drill downs
o Export drill down data
o Click to next level of information
• On-Demand Reports
o Run reports for different periods
• Access to pre-run reports
• Controlled access with user profiles

DASHBOARDS
Browser dashboards allow for unlimited viewers without applications. Create dashboards for the Board, department heads, or yourself.

GRAPHING
A new modern look and ability to use existing reports as graphs.

UNLIMITED USERS
We’ve focused on gathering and sharing the right information, without restrictions.

If you are interested in upgrading or learning more about the upgrade, please use the link below to contact Synoptix directly.

Click here to contact Synoptix

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If you are interested in upgrading or learning more about the upgrade, email us directly!

For installation, updating, or troubleshooting assistance, please contact Support.
Please note: to best serve user needs, Support is only able to conduct troubleshooting in the most recent version of the client. Please update your client prior to contacting Support, or inform them if you will need assistance updating your client. Updates contain bug fixes based on user feedback, and issues experienced by users may already be resolved in a newer version of the client.


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