Workflow Plus - Reports on Cards and Requests

To use reports on cards and requests, you first need to install SQL Server Reporting Services.
Below are the step-by-step instructions to install SSRS: When installing Microsoft SQL Server 2022 Reporting Services (SSRS), the edition you choose determines licensing and usage rights rather than the core reporting features.

Edition	Purpose	Time Limit	Typical Use
Evaluation	Trial version for testing SSRS	Expires after 180 days	Evaluating the product before purchase or deployment.
Developer	Full-featured edition for development and testing	Does not expire	Development, debugging, training, and non-production environments.
Express	Free edition for lightweight scenarios	Does not expire	Small-scale deployments with SQL Server Express; has feature and scalability limitations.

For most developers setting up a local environment, Developer is the recommended option because it offers the complete feature set without the 180-day expiration. Review the license terms, tick the checkbox to agree, and then click Next. Choose Configure manually to customize the settings, then click Configure report server. Locate the installation folder (default path: C:\Program Files\Microsoft SQL Server Reporting Services). Choose Install Reporting Services only and click Next. Specify a server name, select the report server instance to configure, and click Connect. Click the Start button in the ARSENIC\SSRS section. Go to Web Portal URL and click Apply. Wait until the Results bar displays: “The task completed successfully.” Then go to Database section, click the Change Database button to setup the new database. In the Action section, choose “Create a new report server database” and click Next. In the Database Server section, click Test Connection until the message “The Connection Succeeded” appears. Enter and fill in the database name, then click Next. In the Credentials section, choose the Authentication Type and click the Next button. In the Summary section, click Next. In the Progress and Finish section, wait until the progress bar finishes. When the progress bar is finished, click Finish. A message “The task completed successfully” will appear.

• Now, back in Synergy, go to System > Reporting services integration > Settings.
• Enter and fill in all the connection fields, then click the Save button.
• Wait until the Deployment progress bar completes the Connection status must display a green tick.

Next, try creating a new request:

• Go to the Fields section, add the Report section.
• Scroll down to the Report section, where you can rename the field and adjust the layout scale.
• Search for the Report name you want and click the Save button.
• Now you can see that the Report field has already appeared in the Task request.