Can standard reports give you all the information, on your projects and agency, that you’ll ever need? No. There will always be a need for information that is a little non-standard.
For example, is a standard report going to give you summaries of sales invoice between two specific dates, and compare them against targets?
And include cross tabs, and display it in table form with exactly the columns you need, and also present it in chart form?
Data Viewer is the answer. It’s Synergist’s report generator, and it pulls together your information into one report (or chart). It comes as standard with every Synergist system.
It’s used in two ways:
Data viewer enables you to analyse your data and display the results in many ways. Sophisticated filtering, ordering and date ranges of data can be selected, and views can be saved for easy access from then on.
Examples: Time sheets (actual posted time) / Time booked (time allocated using the calendar bookings) / Time estimated (for capacity planning) / Time available (during a specific period).
Examples: Client targets to view / Sales invoices (actual invoices, not drafts) / Sales invoices in terms of gross or net profit) / Billing plans / Opportunities (using the Quoted values and the Sales expected close dates).
PURCHASING AND EXPENSES
Purchases (can be filtered to show PO estimates) / Expenses (can be filtered to show expense estimates) / Purchase invoices.
Examples: Materials (if used) / Activities (for example used to track business development).
Within each data type you can further filter the information based on the type of data value, for example:
And, depending on the type of information you have chosen, you can filter by such things as:
A wide variety of dates and timings can be accommodated, with commonly requested ranges available as fast options (such as This Month & YTD for this year vs last year).
Synergist is a rich system, and Data Viewer is a powerful tool to make it quick and easy to access exactly the information you need from it.
Data Viewer makes it easy to reveal information in ways that you previously might not have considered so important. Plus, you’re in control. You don’t need to go to someone to facilitate it for you – you just do it. The live visibility it brings gives you fast control, and the charts in particular help you gain an instant awareness of issues and trends that you might not have otherwise spotted until too late.