Synergy 101: An Introduction to Synergy

Last modified on 04/03/2020

A condensed version of the Synergy 101 class offered by CTA.

Resource Overview

The video below provides an overview of the Synergy system including the following topics:

  • Navigating the system Setting your focus (school and school year)
  • Setting up shortcuts to frequently used screens & reports
  • Setting up user preferences
  • Running reports and scheduling recurring reports

The video below is password protected. Contact your front office for the password.




Updates to Synergy have resulted in the following changes since the video was produced.

  • Around the 13:00 time mark, you must now right click (ctrl-click on the Mac) on the word "Navigation" to add a new navigation group.
    right clicking (ctrl-clicking on a Mac) to add a menu group


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