Reporting for Financial Health – Unlocking the Power of Custom Reporting

Our Total Synergy specialists will guide you through the process of creating custom reports tailored to financial health.

Are you interested in the financial health of your business? Do you want to streamline your reporting processes and leverage data to make informed decisions that drive your team’s success?

Why Attend?

  • Learn from Experts: Our Total Synergy specialists will guide you through the process of creating custom reports tailored to financial health.
  • Hands-On Demonstration: See a step-by-step demonstration on how to build reports that provide actionable insights.
  • Interactive Q&A: Our knowledgeable team answers your questions in real-time.

What You’ll Learn:

  • The fundamentals of custom reporting within Synergy such as project stage, budget vs actuals and timesheet reports.
  • How to design reports that align with understanding your financial health. Tips and tricks for utilising report templates effectively.
  • Ways to customise report fields to capture the data that matters most.
  • Techniques for sharing and automating reports to keep your team informed.

Who Should Attend?

  • CFO’s.
  • General Managers, Business Managers and Office Managers.
  • Anyone involved in managing the financial health of your business.

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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

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Take Charge of Your Firm’s Financial Future with Confidence

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Lead Projects Without the Stress

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