Reports do not migrate to the cloud from v4 as the reporting engine has been completely revised.
Migrating customers will need to collate all their critical business reports in order to recreate them in the cloud. This can be done on your own or with the assistance of a Synergy consultant.
Many reporting terms and columns are slightly different in the cloud so it is important you spend a significant amount of time creating reports that are essential to the way you run your business.
Below are a list of reports that show you some of the differences between terminology in Version 4 and the cloud product.
Project summary report
Description
Project summary includes status, manager, fee type, agreed fee, invoiced total, residual total, cost total and WIP cost total. Cost calculations include overhead. V4 allowed one report that generated based on your preference (permission level) of STANDARD cost over ACTUAL cost. In the cloud product, this needs to be two separate reports.
| Cloud equivalent | |||
| V4 columns | Standard | Actual | Comments |
| Project number | Project number | To save column widths choose number and name as single field | |
| Reference name | Project name | ||
| Status | Status | ||
| Manager | Project manager name | ||
| Budget | Project budget | ||
| Fee | Agreed fee / cap | ||
| Invoiced | Project adjusted total ex. tax | ||
| Residual | Project residual | ||
| Total cost | Project transaction standard cost | Project transaction actual cost | |
| WIP cost | Project transaction standard WIP cost | Project transaction actual WIP cost | |
| Profit % | Project profit percent standard adjusted | Project profit percent actual adjusted | |
Grouping
Could group by project manager
Sorting
NA
Filters
Project status type: default set to ACTIVE; ON HOLD; PENDING INVOICE
Project prefix: defaults to does not include INTERAL (not OFFICE)
Transaction summary report
Description
Project summary including status, manager, fee type, agreed fee, invoiced total, residual total, cost total and WIP cost total. Cost calculations include overhead. V4 allowed one report that generated based on your preference (permission level) of STANDARD cost over ACTUAL cost. In Cloud this needs to be two separate reports.
| Cloud equivalent | |||
| V4 columns | Standard | Actual | Comments |
| Project number | Project number | To save column widths choose number and name as single field | |
| Reference name | Project name | ||
| Sub-project | Stage | ||
| Status | Status | ||
| Date | Transaction date | ||
| Type | Transaction type | ||
| Description | Transaction name | ||
| Rate | Cost rate name | ||
| Task | Task name | ||
| Invoice # | Transaction invoice number | ||
| Note | Transaction note | ||
| Unit | Project profit percent standard adjusted Project profit percent actual adjusted | ||
| # Units | Transaction units | ||
| Total cost | Transaction standard cost total | Transaction actual cost total | |
| Transaction WIP value | |||
| Value | Transaction net invoice total ex tax | ||
Grouping
Could group by project manager
Sorting
NA
Filters
NA
Sub-project summary report
Description
Sub-project summary including status, manager, fee type, agreed fee, invoiced total, residual total, cost total and WIP cost total. V4 allowed one report that generated based on your preference (permission level) of STANDARD cost over ACTUAL cost. In the cloud product, this needs to be two separate reports.
| Cloud equivalent | |||
| V4 columns | Standard | Actual | Comments |
| Project number | Project number | To save column widths choose number and name as single field | |
| Reference name | Project name | ||
| Sub-project | Stage | ||
| Status | Status | ||
| Manager | Transaction date | ||
| Budget | Transaction type | ||
| Fee | Transaction name | ||
| Invoiced | Cost rate name | ||
| Residual | Residual | ||
| WIP cost | Stage transaction standard WIP cost | Stage transaction actual WIP cost | |
| Complete % | Stage complete % | ||
| Profit % | Stage profit percent standard adjusted | Stage profit percent actual adjusted | |
Grouping
To save column space, group by "Project number and name" and remove these columns from report. Could also group by Project Manager (as opposed to Stage Manager).
Sorting
Maintain Stage sort order to ensure projects appear in chronological (as opposed to alphabetical) order.
Filters
PROJECT STATUS TYPE: default set to ACTIVE; ON HOLD; PENDING INVOICE STAGE STATUS TYPE: defaults set to ACTIVE; COMPLETE; ON HOLD; PENDING INVOICE PROJECT PREFIX: defaults to does not include INTERNAL (not OFFICE)
Sub-project Aged WIP
Description
Sub-project Aged WIP shows the aged WIP at the sub-project level. The ageing periods were set to: 0-30 days; 31 to 60 days; 61 to 90 days; 91+ days. In the Cloud, the ageing periods are customisable so the standard report defaults to calling them Aged WIP groups 1 to 5. By clicking the pencil (in Customise mode) the ageing periods can be renamed to represent what your organisation chooses to report.
| Cloud equivalent | |||
| V4 columns | Standard | Actual | Comments |
| Project number | Project number | To save column widths choose number and name as single field | |
| Reference name | Project name | ||
| Manager | Stage manager name | ||
| Sub-project | Stage | ||
| 0 to 30 days | Transaction aged WIP Group 1 | ||
| 31 to 60 days | Transaction aged WIP Group 2 | ||
| 61 to 90 days | Transaction aged WIP Group 3 | ||
| 91+ days | Transaction aged WIP Group 4 | ||
| Transaction aged WIP Group 5 | This is an additional aging column to what was provided in V4 | ||
| Aged WIP total | Transaction WIP value total | ||
Grouping
To save column space, group by "Project number and name" and remove these columns from report. Could also group by Project Manager (as opposed to Stage Manager).
Sorting
Maintain Stage sort order to ensure projects appear in chronological (as opposed to alphabetical) order.
Filters
PROJECT STATUS TYPE: default set to ACTIVE; ON HOLD; PENDING INVOICE STAGE STATUS TYPE: defaults set to ACTIVE; COMPLETE; ON HOLD; PENDING INVOICE PROJECT PREFIX: defaults to does not include INTERNAL (not OFFICE) STAGE TRANSACTION WIP VALUE: is greater than zero
Sub-project budget
Description
Sub-project Budget displays the budget details for each sub-project that has a budget created. In the Cloud, every project has an underlying budget (as long as it was created as a Proposal initially - planning mode). We are currently inable to display the cost elements of the report in the Cloud.
| Cloud equivalent | |||
| V4 columns | Standard | Actual | Comments |
| Project number | Project number | To save column widths choose number and name as single field | |
| Reference name | Project name | ||
| Sub-project | Stage | ||
| Status | Status | ||
| Manager | Stage manager name | ||
| Budget item (descirption) | Rate name | ||
| Note | Budget note | ||
| # units | Budget units | ||
| Unit | Field is not exposed to reporting | ||
| Standard cost | Field is not exposed to reporting | ||
| Charge value | Rate variation value | This is per unit | |
| Total cost | Field is not exposed to reporting | ||
| Budget | Budget amount | ||
Grouping
To save column space, group by "Project number and name" and remove these columns from report. Could also group by Project Manager (as opposed to Stage Manager).
Sorting
Maintain Stage sort order to ensure projects appear in chronological (as opposed to alphabetical) order.
Filters
PROJECT STATUS TYPE: default set to ACTIVE; ON HOLD; PENDING INVOICE STAGE STATUS TYPE: defaults set to ACTIVE; COMPLETE; ON HOLD; PENDING INVOICE PROJECT PREFIX: defaults to does not include INTERNAL (not OFFICE)
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