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Report How To's

How to's for the Report guide.

How to Add a New Report to Your Project​

You can add a new report to your Synergy IDE project using the Reports section under the project menu. Steps:

  1. Open the Project Menu and select Reports.
  2. Click the Add Report button on the top bar.
  3. A new report tab will be opened in the Report Designer.

The report will be added to your project and will appear in the list of reports.

How to Preview and Save Your Report​

You can preview the report with data and save your changes via the toolbar.

Steps:

  1. Click the Preview button on the top toolbar to see the report with actual data.
  2. Check layout, formatting, and field values.
  3. If satisfied, click the Save icon or press Ctrl+S to store the report in your project.

This ensures your report is both tested and versioned before use.

How to Bind a Field to a Data Source​

You can bind report elements (such as labels or textboxes) to data fields using drag-and-drop.

Steps:

  1. Open the Field List tab inside the Report Designer.
  2. Locate the data source and expand it to see available fields.
  3. Drag a field and drop it onto the design surface (e.g., inside the Detail band).

The field will automatically be bound and display its value at runtime.

How to Use the Report Wizard​

The wizard simplifies the creation of reports by guiding you through selecting data, layout, and formatting.

Steps:

  1. Open the Report Designer.
  2. Click the + button on the toolbar.
  3. Choose New via Wizard.
  4. Select a data source from the list.
  5. Pick fields and layout options.
  6. Finish and preview the auto-generated report.

This method is ideal for beginners or creating quick templates.