Standard 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


  • Personal
  • Management
  • Sales

Alerts & Scheduling

  • Costs have reached X% of estimated budget on job
  • Overdue timesheets
  • Late jobs / phases / tasks
  • Costs being added to final invoiced jobs

Scheduled Reports

  • Set-up automated reporting
  • Choose when your reports go, to whom and how often
  • Reports received via email
  • Bespoke reports can be set up for just about anything

Custom Data Viewer

  • Live visibility of the data to confirm the correct items are selected
  • Quick charting of data to spot trends
  • Easy saving of reports for sharing or reuse
  • Saved reports to be run each week or month with a single click
  • Data viewable on screen, printed or exported to spreadsheet

82% of people find reporting in Synergist beneficial to their organisation

Synergist will help you uncover insights, issues and trends that mere project management software can't deliver on

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