Synergist incorporates a project report scheduling feature that allows you to set-up automated reporting. You can choose when your project and financial reports go, to whom and how often. The system then automatically creates and sends your report(s) via email, saving you vasts amounts of time pulling reports together and ensuring a report is never forgotten about.
Project management status reports, project progress reports and any number of financial reports can be generated. In fact, bespoke reports can be set up for just about anything you desire.
Certain exception reports, for example ‘new enquiries not followed up’ will only be created if there is new data. Which means blank, worthless reports are never sent out so everyone knows if they get a report, it's worth reading.
Learn more about Synergist's reports in our key reports page.
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