Reports - Key reports
This section is broken into articles detailing the Key reports and exports available in Synergist, and also an overview of the reporting interface.
- Key reports - Interface overview
- Invoicing & profitability - Period profit
- Invoicing & profitability - Job/Phase profitability
- Invoicing & profitability - Client analysis
- Invoicing & profitability - Client targets vs invoicing
- Invoicing & profitability - Sales turnover
- Invoicing & profitability - Billing plan report
- Purchasing & expenses - Expenses
- Purchasing & Expenses - Purchase orders
- Purchasing & expenses - Purchase invoices awaited
- Purchasing & expenses - Purchase invoices detail
- Purchasing & expenses - Purchase invoices - PIR
- Quoting & estimating - Costs & quotes
- Quoting & estimating - Estimate vs actual
- Quoting & Estimating - Progress Report
- Production - Job / phase report
- Production - Staff analysis
- Time & materials - Timesheet list
- Time & materials - Missing timesheets
- Work in progress - Retro
- Work in progress - Aged