{"id":25305,"date":"2025-10-22T02:56:52","date_gmt":"2025-10-21T15:56:52","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=25305"},"modified":"2025-12-19T09:18:30","modified_gmt":"2025-12-18T22:18:30","slug":"3-reports-total-synergy-customers-are-checking-to-drive-better-decisions","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/3-reports-total-synergy-customers-are-checking-to-drive-better-decisions\/","title":{"rendered":"The 3 Reports Total Synergy Customers\u00a0are\u00a0Checking\u00a0to\u00a0Drive\u00a0Better Decisions\u00a0\u00a0"},"content":{"rendered":"\n\t<div class=\"content-row row \" style=\"border-color: #ededed; background-color: #fff;\">\n\t\t<div class=\"row-bounds\">\n\t\t\t<div class=\"single ww \">\n\t\t\t\t<p>Every architecture and engineering firm depends on data, but not every report delivers the same kind of value.\u00a0The\u00a0<a href=\"https:\/\/totalsynergy.com\/solutions\/decide-with-data\/\" target=\"_blank\" rel=\"noopener\">reports in Total Synergy<\/a> are built to make data feel approachable and genuinely useful. They help firms see progress clearly, make confident decisions, and focus on what drives better project outcomes.<\/p>\n<p>Of all the reports available, three stand out as clear customer\u00a0favourites\u00a0for the value they deliver every day.<\/p>\n<h2>The 3 Reports Driving Better Decisions Every Day<\/h2>\n<h3>1. Project Profitability Report<\/h3>\n<p>Profitability is one of the clearest signs of a healthy project. It\u2019s also the report most firms can\u2019t live without.<\/p>\n<p>Project Managers use it to keep tabs on how their projects are performing, while directors use it to see the full financial picture. Each role gets the level of detail they need, from charge-out rates to actual costs, so everyone can see what\u2019s working and what needs attention.<\/p>\n<p>It\u2019s simple, smart visibility that helps firms make better calls about pricing, performance, and progress, all without revealing sensitive staff information.<\/p>\n<h3>2. Budget vs. Actuals Report<\/h3>\n<p>If there\u2019s one report that keeps projects running smoothly, it\u2019s Budget vs. Actuals.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-25308 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-scaled.png\" alt=\"\" width=\"2560\" height=\"1285\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-scaled.png 2560w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-300x151.png 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-1024x514.png 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-768x386.png 768w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-1536x771.png 1536w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-2048x1028.png 2048w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-3-1-1200x602.png 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/p>\n<p>It shows how much time, expense, and financial effort has gone into a project compared to what was planned, so you can instantly see whether you\u2019re tracking on budget. You can filter it by discipline, office, or project manager to see how each part of your business is performing.<\/p>\n<p>Firms love this report because it\u2019s grounded in reality. It gives everyone a clear view of progress and helps teams make adjustments before small issues turn into bigger ones.<\/p>\n<h3>3. Utilisation Report<\/h3>\n<p>The <a href=\"https:\/\/help.totalsynergy.com\/en\/articles\/6681654-dashboard-reports-utilisation\">Utilisation Report<\/a> is where people and performance meet.<\/p>\n<p>It shows how your team is spending their time and whether workloads are balanced. You can view utilisation weekly, monthly, or quarterly to see who\u2019s busy, who\u2019s over capacity, and who could take on more work.<\/p>\n<p>This is the report that helps firms stay efficient without burning people out. It turns time data into actionable insight and helps leaders keep their teams working at a sustainable pace.<\/p>\n<h2>Features That Make Reporting Even Better<\/h2>\n<p>Of course, great reports are only as useful as how easy they are to access and share.<\/p>\n<p>That\u2019s where Total Synergy\u2019s reporting features shine<\/p>\n<h3>Export to Excel<\/h3>\n<p>Export data from projects, invoices, staff, and transactions in one click. Your filters come with you, making it simple to dig deeper or share insights.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-25309 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-scaled.png\" alt=\"\" width=\"2560\" height=\"1287\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-scaled.png 2560w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-300x151.png 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-1024x515.png 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-768x386.png 768w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-1536x772.png 1536w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-2048x1030.png 2048w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-4-1-1200x603.png 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/p>\n<h3>Scheduled Reports<\/h3>\n<p>Send reports automatically to the people who need them. Whether it\u2019s a weekly WIP summary for project managers or a monthly overview for directors, scheduled reports keep everyone in the loop.<\/p>\n<h3>Analytics+ Dashboards<\/h3>\n<p>For those who love visuals, Analytics+ integrates with Power BI to turn your data into dynamic charts and dashboards. It\u2019s an easy way to see performance trends at a glance.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-25310 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-scaled.png\" alt=\"\" width=\"2560\" height=\"1295\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-scaled.png 2560w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-300x152.png 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-1024x518.png 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-768x389.png 768w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-1536x777.png 1536w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-2048x1036.png 2048w, https:\/\/totalsynergy.com\/wp-content\/uploads\/image-5-2-1200x607.png 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/p>\n<h3>Custom Expressions and Fields<\/h3>\n<p>Make\u00a0reports\u00a0your own with custom KPIs, calculations, and data fields. Whether\u00a0you\u2019re\u00a0tracking profitability per discipline or staff\u00a0utilisation\u00a0by office, you can build the metrics that matter most to your firm.<\/p>\n<p><a href=\"https:\/\/totalsynergy.com\/book-a-demo\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone wp-image-25311 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1.png\" alt=\"Demo\" width=\"2226\" height=\"723\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1.png 2226w, https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1-300x97.png 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1-1024x333.png 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1-768x249.png 768w, https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1-1536x499.png 1536w, https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1-2048x665.png 2048w, https:\/\/totalsynergy.com\/wp-content\/uploads\/Ben-Madsen-LinkedIn-1-1200x390.png 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/a><\/p>\n\t\t\t\t<section class=\"row share-row\">\n\t\t\t\t\t<div class=\"row-bounds\">\n\t\t\t\t\t\t<div>\n\t\t\t\t\t\t\t<h4>Share this <span>with your network:<\/span><\/h4>\n\t\t\t\t\t\t\t<div class=\"addthis_inline_share_toolbox_mrc1\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Take a quick look at the 3 reports Total Synergy customers rely on to track profitability, budgets, and team performance. <\/p>\n","protected":false},"author":45,"featured_media":25314,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"content-type":"","inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[6736,2],"tags":[],"webinar-categories":[],"type-of-webinar":[],"industry":[],"region":[],"class_list":["post-25305","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aec-industry","category-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Engineering Project Management Software for Finance Teams<\/title>\n<meta name=\"description\" content=\"Take a quick look at the 3 reports Total Synergy customers rely on to track profitability, budgets, and team performance.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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