Reporting

Effective management reporting software must provide instant access to key information in an easy to interpret format, whilst delivering automatic warnings of certain scenarios that require immediate attention. Synergist addresses this with a powerful suite of management reporting tools.

Common financial reports such as Job Profitability, WIP (Work in Progress) and Purchase Accruals are available as standard reports with an easy to use data selection and sorting tool allowing users to choose which information is included and how it's ordered. These reports can be viewed on screen, printed or exported to Excel if preferred.

Other reports are delivered on screen as a high level summary, highlighting areas needing attention whilst allowing users to drill down and investigate the cause in detail and take immediate action if necessary. This applies to reports such as actual costs vs estimate, timesheet management and revenue management.

Synergist allows users to select which information they see on these screens and store these settings ensuring they have a custom dashboard style view of their areas of responsibility.

Other types of management reporting are better suited to an active alert rather than a passive summary. Synergist will deliver these as emails into users standard inbox notifying them of scenarios such as missing timesheets, unexpected costs being added to jobs, queried expense entries and notes being added to jobs for their attention.

Synergist also incorporates two custom report writers allowing users to create their own reports or Synergist consultants to create and email over a custom report to address any non-standard or complex reporting requirements.

Access to reports in Synergist can be restricted on a report by report basis to any user or group of users if required. This ensures users get the information they need to manage their areas of responsibility efficiently rather than spending their time trying to gather information from manual systems.