Project management reports to track status and progress


Everything you need to know about the health of your projects, and your agency overall

Project management reports are crucial to businesses that are project-based such as agencies and consultancies. Project progress reports and project status reports are the key to having a grasp on overall company health. Knowing what's on track, or more importantly, what's not on track early is often the difference between success and failure on each project.

Synergist offers a suite of project management reports, which can be tailored to your individual needs. Key reports can be automated to run at specific times, at project milestones or pulled off in real-time showing live data. No more waiting until the end of the month for crucial project and agency information.

Reports can be viewed on screen, printed, or exported to a spreadsheet or pdf.

Below are some examples of key project reports:

  • New Business Forecast
  • Staff Utilisation and capacity reports
  • Income / Billing Forecast
  • Profitability by Job, Job Type, Client etc.
  • Work In Progress (WIP)
  • Purchase Accruals.

For further details on agency reporting, see our guide Five Essential Reports