Total Synergy

How Do I Run a Report?

Overview of creating new reports, including merge duplicate rows and expressions

Creating a Custom Report

More information on how to filter your synergy reports

Report Filters

Exporting a report to PDF or Excel, for use outside of Synergy

How to Export a Report

How to get around the divide by zero error in reporting

Reports - Expressions & IIF functions

Export Report Layout for Support

Articles explaining more about how to utilise Reporting in Synergy.

Reports

UpSheets Payroll Connect

How to utilise the Upsheets report in Synergy

Upsheets

app.totalsynergy.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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