While paginated reports are critical to running your business, PowerBI provides fast visual looks at your data.
Utilize PowerBI to provide a quick look at your data through Dashboards and Snapshots of information visually on your desktop, tablet, or phone.
With the use of PowerBI we can create reports or visuals that preview and compare data across varying time ranges. Drill down into the details of your data or look at it from a very high level with charts, graphs, etc.
We aim to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards
User the shells we have created or provide us with your desired goal mocked up in Excel.
Get self-service analytics at enterprise scale
Reduce the added cost, complexity, and security risks of multiple solutions with an analytics platform that scales from individuals to the organization as a whole.
Use smart tools for strong results
Find and share meaningful insights with hundreds of data visualizations, built-in AI capabilities, tight Excel integration, and prebuilt and custom data connectors.
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Keep your data secure with industry-leading data security capabilities including sensitivity labeling, end-to-end encryption, and real-time access monitoring.
General Reporting 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.
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.
When printing an invoice, you can include a marketing message that changes by printing date.
Use our automation features in Azure to send text reminders of appointments to improve those closing ratios.
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.
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.
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.