Workflow Plus Reports on Cards and Requests

Workflow Plus Reports on Cards and Requests

Instantly view SRSS report on Card and in Workflow request

It takes a few keystrokes before you can see a specific report on a card or while you are in a workflow request you need to access information that’s in ESE or other SQL database.

This tool provides:

  • Look at the SRSS report directly on the card:
    • Instantly view data that is not currently displayed on the card.
    • Data which is in a different SQL database may be combined with ESE fields to display information directly on the card.
    • Multiple SSRS Reports can be placed on a single card
    • SSRS Reports can be viewed from the following cards:
·         Account ·         Item
·         Contact ·         Opportunity
·         Division ·         Project
·         Cost Unit ·         Resource (Person)
·         Cost Center

Look at the SRSS report ‘directly’, usually a Tab, in the workflow request:

  • Reports to be viewed are pre-created and placed in a Section (usually a Tab) within the Workflow Request
  • Up to 5 individual reports can be placed in a single workflow request
  • SSRS reports are refreshed each time the workflow is opened, enabling instant current information
  • Parameters may be added to the SSRS Report within the workflow request definition

Product Description

General Information

  • Implementation: 1 day
    (by customer or consultant)
  • Maintenance plan available: Yes
  • User manual available: Yes
  • ‘Enabling add-on solution’ Role needed: Yes
  • Price: POA
  • Available for resale: Yes
  • Contact: Contact us
  • Developed by:
    GLM Systems and Bluxs BV

Related products

Exact Product Line

  • Exact Synergy Enterprise

Development Platform

  • C#.Net
  • C#.NET
  • SQL


  • Workflow