Edition: All
User-level: All
Previous steps: Community Overview + Profile Setup
We know reports can be hard, and sometimes you need some help to get the output you're looking for - this is why we've created a group within our Total Synergy Community for any questions you have that aren't time sensitive, super complex or specific to your Organisation; we have Support on standby for those questions!
The aim of our Reports Q&A group is to have a safe space to ask questions, we have our amazing team checking in to provide answers, and who knows, someone else may have previously asked the same or very similar question and you'll find your answer!
Everyone is welcome to the Reports Q&A Group, all you need to do is make sure you've set up your profile in the Total Synergy Community, then click this link and you can get started.
Make sure you hit "Join group" - this will ensure you're able to post Posts, Questions, and Discussions to the group - and participate :)
Post, Question, Discussion - what's the difference?
Posts: Can be a casual comment, a discovery or a request, something you want to get engagement on - you can add media and files to a post as well.
An example of a post: "Today I found out that I can add a group that is collapsed instead of expanded, here's how!" other users can then like and reply via a comment on this post.Questions: Can be asked anonymously if you don't want to identify yourself, you can add a Poll and ask a question. Responses can be in the form of a comment (ie. asking for more information), or added as an Answer. You can post a comment to an answer that has helped you, this will help others in the future. This will be the main content type you will use in the Reports Q&A group.
Discussion: Can be used to discuss a topic about reporting, this content type will most likely be used by Synergy staff if we're looking for feedback about reports, but if you'd like to start a discussion with other Synergy users, you're more than welcome to!
How to create a Post
From the Synergy Reports Q&A Group:
Select 'Post'.
Type your message in, add any media or files you'd like to add.
Now select a Topic, you're going to choose "Reports" in every case, but you can select more than one Topic and create new ones if you have a topic that doesn't exist yet.
Click Post.
From the main Total Synergy Community page/"Your Feed"
Change the "Main feed" to the group you're posting in - in this instance it will be "Synergy Reports Q&A".
Follow as above.
How to submit a Question
From the Synergy Reports Q&A Group:
Select 'Question'.
Type your question here ie. "Where can I find Project Manager Name in a Transaction report?"
Note: If someone has asked this question before, or used similar language to what you're using in your question, you will find a list of previously asked questions - keep an eye out here in case someone has asked your question before.
You can tick "Ask anonymously" if you'd like, or keep it unticked.
You can add a Poll by ticking the Poll box, then add your options to go along with your question.
Now select a Topic, you're going to choose "Reports" in every case, but you can select more than one Topic and create new ones if you have a topic that doesn't exist yet.
Click 'Ask'.
Responses to Questions can be done via a "Comment", and via an "Answer". A comment will be added as a continuous flow to your question, whereas an answer will appear separately with "Answered" under it. You can comment on this, and it'd be awesome if you could let us/the community know if this answer was correct and successful in helping you.
From the main Total Synergy Community page/"Your Feed"
Change the "Main feed" to the group you're posting in - in this instance it will be "Synergy Reports Q&A".
Follow as above.
How to start a discussion
From the Synergy Reports Q&A Group:
Select 'Discussion'.
Type what you'd like to discuss - you have the added tools of formatting here, adding links, media, tables etc.
This includes a Subject line, and a body of text.
Now select a Topic, you're going to choose "Reports" in every case, but you can select more than one Topic and create new ones if you have a topic that doesn't exist yet.
Hit post!
From the main Total Synergy Community page/"Your Feed"
Change the "Main feed" to the group you're posting in - in this instance it will be "Synergy Reports Q&A".
Follow as above.
What to include in your Post/Question/Discussion
Which report you're working with (which table does it start from?)
You can find this out by adding a new column - the very first option is the table you're working from, for example "Transactions - All" is using the Transactions table.
What issue you're having or,
What you're trying to achieve/what you want your outcome to be.
Screenshots are helpful, and we LOVE them however -
Ensure you're not displaying any sensitive data - we moderate the group but can not promise we'll notice quickly enough to notify you and/or remove your post.
If you're using the screenshot to show us something specific, get as much in as you can - sometimes we need a whole picture view.
This is a public facing group, not a direct conversation with our team, so remember to keep anything confidential/sensitive out of posts/comments/answers as they are visible to everyone.
We hope you enjoy your time in our Reports Q&A Group!
Where to next?
What other features does this relate to?