The favorites feature in Synergy allows you to save reports for quick and easy access. See the particular tab to configure your favorites.
Setting up Favorites
To set up favorites, do the following:
- Log in to Synergy.
- Click Functions > Find Reports.
- From the Find Reports drop-down menu select Custom.
- From the Results section, choose the report for which you would like to create a shortcut. See the Synergy Reports tab.
- Select the report criteria.
- Click Save.
- In the Name field, enter the report name.
- Click the gold star next to the Name field.
- Select Save.
- Repeat steps 2 - 9 to add each new report.
- Your favorites appear on your Functions tab under Favorites.
Synergy Reports
This table lists frequently-used Synergy reports.
Application |
Report |
Date Filter |
Report Titling |
ACH |
4450 MEMO POST ERRS |
Date=Most Recent Dates Back=1 |
ACH-4450 ACH TRANSACTION POSTING ERRORS |
ACH |
4450 MEMO POSTING |
Date=Most Recent Dates Back=1 |
ACH-4450 MEMO POSTED ACH TRANSACTIONS |
ACH |
Date=Most Recent Dates Back=1 |
ACH-AC7060P ACH ITEMS RETURNED AND CORRECTED |
|
ACH |
Date=Most Recent Dates Back=1 |
ACH-AC7100P FILE EDIT LIST-LOAN PAYMENT PORTAL |
|
ACH |
AC7600P |
Date=Most Recent Dates Back=1 |
ACH-AC7600P ACH DEBITS/CREDITS POSTED & NSF DETAILS |
ATM |
Date=Most Recent Dates Back=1 |
ATM-ATHLD01R HELD TRANSACTIONS THAT CAUSED OVERDRAFT |
|
DD |
DD5091 MEMO POST |
Date=Most Recent Dates Back=1 |
DD-DD5091 MEMO POST ITEMS |
DD |
DD5241 UNPST ITM |
Date=Most Recent Dates Back=1 |
DD-DD5241 UNPOSTED TRANSACTIONS |
DD |
DD5250P Inusfficient Funds Report by Branch |
Date=Most Recent Dates Back=1 |
DD-DD5250P NSF ITEMS |
EP |
EP6000 CHG BCK LS |
Date=Most Recent Dates Back=1 |
EP-EP6000 CHARGEBACK PAYEE DETAILS/CHARGEBACK REASON |
EP |
EP6410P EIP Non-Posted Transaction by Branch |
Date=Most Recent Dates Back=1 |
EP-EP6410P EIP NON-POSTED TRANSACTION BY BRANCH |
LN2 |
LN8310P Listing of Interest paid during Calendar Year |
Date=Most Recent Dates Back=1 |
LN-LN8310P COMMERCIAL LOANS INTEREST PAID DURING YEAR |
TN |
TX E-FORM 1098 TX E-FORM 1098 R TX FORM 1098 TX FORM 1098 R |
Date=Most Recent Dates Back=1 |
TN-TX FORM 1098 INTEREST PAID ON LOANS |
TN |
TX E-FORM 1099-INT TX E-FORM 1099-INT R TX FORM 1099-INT TX FORM 1099-INT R |
Date=Most Recent Dates Back=1 |
TN-TX FORM 1099-INT INTEREST PAID TO CLIENT BY CCB |
VT |
Electronic Journal Report |
Date=Most Recent Dates Back=1 |
VT-ELECTRONIC JOURNAL REPORT |
Tips and Tricks
- To have a favorite report display a range of dates by default, modify its default date filter to show that range of dates.
- The Find Reports drop-down menu also displays your favorite reports. Once you select a report, click Search to view the available report(s).
- The Tax Notice reports are grouped together for easier navigation.