Reporting

Reporting 2017-05-16T14:04:11+00:00

SQL Reporting Services

People use reports to communicate information, make decisions, and identify opportunities.

Reporting Services is a server-based reporting platform that provides a full range of ready-to-use tools and services to help people throughout your organization create, deploy, manage, and use reports quickly and easily.

With Reporting Services, you can retrieve data in a variety of formats – Print, PDF, Word, Excel, and CSV are supported by Fusion offering a tight integration with Microsoft Office Suites. Published reports that can automated and delivered at specific times of day in various formats. These subscriptions are controlled by the report manager as part of the report server.

Fusion support both styles of reporting and each style has different purposes in our world:

  • Server-Side Reporting – This is generally faster and often uses distributed processing so the interface in Fusion is return to user faster while the report processing completed on the reporting server. This process requires the reporting server to be setup and the appropriate permissions configured at the server level.
  • Client-Side reporting – This is our default and does not require any special setup or configuration. The query, formatting, default settings, etc., is all stored in the Fusion database.

In either case, we do not encrypt or hide the reports or the data in any way. As a customer you have the ability to load the Report Builder tools and modify the reports yourself if you so desire.

Fusion has tight integration with Microsoft Office.

When processing a report you have the option to send a formatted report to Excel or Word or un-formatted as a CSV file to Excel. If you do not have the Office Suite not to worry you will be prompted with the option to Save your file.

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There is also an option to save the report to the Fusion database automatically. No longer do you need to create a hierarchy on your network to store copies of documents sent to your clients.

General Features

  • Customized Invoice Layouts

    Many customers like to create customized invoices; an invoice with all the details, summary invoices, specialized roll-up invoices as well as missing items invoices and notices for the clients about missing items. We even add a invoice counter to track each time an invoice has been printed.

  • Printing Letters

    Fusion gives you the ability to compose letters easily and quickly. The system-generated letter fills in letter headers, customer information, salutation and closing utilizing database information. Letter bodies are stored and can be edited on an individual basis.

  • Marketing Messages

    When printing an invoice, you can include a marketing message that changes by printing date.

  • Proposals, Quotes & Contracts

    All Synergy software products come with a powerful report generator, which allows the user to design templates that will automate your proposal and contract generating. Customer reports are easily compiled from the event information and letters, proposals, contracts, and invoices may be printed, faxed or emailed to the client.

  • Damage Waiver

    Fees can be applied to an event order using the event type flags. Using a combination of user defined settings, your company can create specific damage waiver fee structures. In additions, this fee can be taxable and/or non-taxable separate from the taxation of the order.

  • Percentage Based

    These surcharges help business endure the continually rising cost of fuel. Within Fusion they are based on a percentage of the sale that is defined by you the operator.

    They can be easily adjusted and effect only the specific you desire. They will appear as a separate line item on the invoice and taxed if required based on the jurisdictional requirements.

Department Reports

  • Linen Requirements

    Print a Linen Requirement report as a separate report or include the linen in the equipment report depending on your data set-up according to whether you own or rent your linen. The Linen Requirements Report is easily generated and can be emailed or faxed to your linen supplier so they can fill the order and deliver the linen to your warehouse or the event site, whichever is appropriate.

  • Packing & Mailing Labels

    Fusion has standardized on Zebra Printers for label printing. Produce Packing Labels for distributing product more effectively.

  • Missing Items

    In the rental industry it is imperative that “missing items” are communicated to your customer in a timely and organized fashion. Synergy Fusion Rental offers the tools to make sure this happens quickly and easily.

  • Warehouse Packing Lists

    There are a variety of different report types for Equipment Packing Lists. This general concept is designed to be used by warehouse personnel to check off the items needed for an event and mark them to load trucks. Each report has space to allow for notes that need to be written for special information. Dispatching management can also assign truck numbers and drivers to jobs and this information will print to these reports.

  • Detailed Invoicing

    Synergy comes with two different Invoice formats. We realize that this report needs to be customized in some cases to meet your needs. We will design an Invoice with your logo if you desire. Invoices can be designed as itemized or non-itemized in detail.

  • Summary, Detailed or Semi-Details

    Many customers like to create customized invoices, an invoice with all the details, missing items invoices and notices for the clients about missing items. We even add a invoice counter to track each time has been printed.

  • No More Exporting

    Fusion gives the user an ample amount of reports that are generated from the events order input detail. You should not need to copy and paste into other applications or develop documents in other programs. The template designs that we utilize, with specific field definitions enables seamless and simple report generation using our reporting engine.

  • Purchase Orders

    Generate purchase orders based on upcoming event requirements for items marked for Purchase. Or generate Flash-PO’s for to create a fast purchasing list. Even schedule PO’s based on Production Requirement needs.

  • Overbooking & Sub-Rentals

    Quickly produce a report that consolidates your overbooking and sub-rental needs. As well as review your inventory adjustments to determine how to prevent future problems.

  • Usage & Analysis

    Easily see your product usage both from a cost and revenue basis. Evaluate your top selling products, top customers, your bottom sellers and your least active customers.

  • Beverage Consumption Tracking

    There are a few different report types for Beverage Packing Lists. This report is also used for beverage packing and warehouse personnel to load trucks. The report is designed to be used to check inventory in and out of the warehouse so that consumption bar events can be inventoried after the event and information recorded to alter the final billing for the event.

  • Menu Packing Lists

    There are a variety of different styles of this report available in the system to meet specific needs that your organization may have. Menu Packing Lists will be used by Kitchen Production to formulate production and production scheduling. Delivery Personnel can also use the report to pack the trucks. Notice that all pertinent information for both divisions is presented.

  • Rental Contracts & Packing Lists

    There are core reports for Equipment Packing Lists. This report is designed to be used by warehouse personnel to check off the items needed for an event and mark them to load trucks. Each report has space to allow for notes that need to be written for special information. Dispatching management can also assign truck numbers and drivers to jobs and this information will print to these reports.

  • There are a variety of reports

    To determine what product you need in what areas at what times. This is just one example a variety of flavors. Of course, with our flexible report writer you can edit this report to highlight fields that are most important to your organization.

  • Delivery Schedules

    Individual or Master delivery schedules can be produced for equipment, and pickup trucks. This allows multiple scheduling for a single event. The reports resulting from this dispatching function give the delivery/pickup personnel specific information concerning the items to be transported along with customer, site and location information. In-Fact, there are nearly 2 dozen different reports to choose from.

    Your reporting could include functionality like delivery driver security lists, grouped and consolidated production reports to reduce the operations staff time organizing the paperwork.

  • Kitchen Production & Routing

    In our constant quest to improve the work flow processes we are leveraging Fusion’s routing and dispatching modules for the high volume production kitchen. This is a method to produce the paperwork by delivery routes and recipe types.

    This scheduling and reporting model also uses a complex matrix reporting approach that produces simple clear results.

    After the production schedule is created you merely select your production day and the associated departments or recipe groups. Then Fusion will generate the production reporting by department for those delivery route.

  • Usage & Analysis

    Easily see your product usage both from a cost and revenue basis. Evaluate your top selling products, top customers, your bottom sellers and your least active customers.

  • Beverage Consumption Tracking

    There are a few different report types for Beverage Packing Lists. This report is also used for beverage packing and warehouse personnel to load trucks. The report is designed to be used to check inventory in and out of the warehouse so that consumption bar events can be inventoried after the event and information recorded to alter the final billing for the event.

  • Package Style Invoicing

    Fusion comes with a few different Invoice formats. We realize that this report needs to be customized in some cases to meet your needs. We will design an Invoice with your logo if you desire. Invoices can be designed as itemized or non-itemized in detail.