{"id":9951,"date":"2020-03-23T23:22:58","date_gmt":"2020-03-23T23:22:58","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=9951"},"modified":"2022-09-19T11:24:55","modified_gmt":"2022-09-19T01:24:55","slug":"synergy-product-update-22-march-2020-updates-to-reports","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-22-march-2020-updates-to-reports\/","title":{"rendered":"Synergy product update \u2014 22 March 2020 \u2014 updates to reports"},"content":{"rendered":"\n\n\n\n\n\n\n\t<div class=\"content-row row \" style=\"border-color: #ededed; background-color: #fff;\">\n\t\t<div class=\"row-bounds\">\n\t\t\t<div class=\"single ww \">\n\t\t\t\t<h3 style=\"font-weight: 400\"><strong>In this release:<\/strong><\/h3>\n<ul style=\"font-weight: 400\">\n<li>A new report that allows you to filter by rate groups<\/li>\n<li>MYOB tracking categories update (Aus\/NZ)<\/li>\n<li>New functionality to manage how duplicate rows are merged<\/li>\n<li>Roles now available as a report column<\/li>\n<li>Export reports to Excel with groupings<\/li>\n<\/ul>\n<h3 style=\"font-weight: 400\"><strong>Staff charge out rate report\u00a0<\/strong><\/h3>\n<p style=\"font-weight: 400\">You can report on rate variation type with true\/false filters. With this report, you can now specify with any number of combinations.<\/p>\n<h3 style=\"font-weight: 400\"><strong>Role column added to contacts\u00a0<\/strong><\/h3>\n<p style=\"font-weight: 400\">You can now list the role in any of your contact reports, add the role name as a column, and filter or group by role.<\/p>\n<h3 style=\"font-weight: 400\"><strong>Merge duplicate rows \u2014 grouping and report totals\/duplicate row totals\u00a0<\/strong><\/h3>\n<p style=\"font-weight: 400\">You can total columns in complex reports with the new &#8216;merge duplicate total&#8217; function. When editing the column of a report, the totals drop-down has now been split into two allowing you to control what functions are used in the grouping and report total columns separately to those for the merged duplicate rows.<\/p>\n<h3 style=\"font-weight: 400\"><strong>Export to Excel with grouping\u00a0<\/strong><\/h3>\n<p style=\"font-weight: 400\">If you export to Excel regularly, you will love how we improved the export function to handle grouped rows \u2014 it&#8217;s easier to get the data to create pivot tables. When your reports include groupings and you export, your CSV file will show the groupings as new columns.<\/p>\n<h3 style=\"font-weight: 400\"><strong>MYOB tracking categories\u00a0<\/strong><\/h3>\n<p style=\"font-weight: 400\">If you use MYOB (Aus\/NZ) and have ever needed to track revenue by office, we\u2019ve incorporated tracking categories into the MYOB add-on.<\/p>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>Hot on the heels of the February release, we have another rapid update, this time focusing on updates to Synergy reports.<\/p>\n","protected":false},"author":3,"featured_media":19072,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[4],"tags":[],"webinar-categories":[],"type-of-webinar":[],"industry":[],"region":[],"class_list":["post-9951","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - 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