Rates Reporting

Learn how to create a report in MS Excel® format that shows the current values for each rate group on separate tabs, and the specific rates set for any Project or Sub Project in Synergy. NEW 4.9.1

ClosedGetting Started
Who Can Use It? Where Is It?

System Administrator

Reports > Administration > Rate Summary Report

Tip: Share the downloaded report with other system administrators using the style and save tab.

What is the Rate Summary Report?

The rate summary report allows System Administrators to report on the current charge-out value or cost for each rate. The historical rate changes are also listed with the date range that rate charge-out value was active. The current and historical values are shown for all rate types: staff, supplier mark-ups, sub contractor mark-ups, inspection, office items, and travel rates.

Break-out the report to show the values for the:

Why use the Rate Summary Report?

Compare the charge-out values from rate groups to specific rates entered by project managers in the Projects and Sub Projects.

Actions available

ClosedDownload the report example

The report is available to the Download library , to make it easy to start reporting on rates. Download the report and add this to your report library by:

  1. Open Reports > Administration tab.
  2. Click the Download button in the top toolbar (on the right).
  3. Locate the 'Rate Summary Report' in the list and check the box.
  4. Click the 'Download' button.
  5. Reports > Administration tab is refreshed and the new report is shown at the top of the list.

Tip: This report can only be used and seen in Synergy if you have 'System Administrator' access level.

ClosedUsing the rate summary report

The rate summary report will list all the current rate values in an MS Excel® file. Filters can be added into the MS Excel® file once it has been generated, to look-up a certain rate type and view the history of changes.

The generated report will have a separate tab for the standard rate group, and each of the custom rate groups. Use these tabs to check the current value for each rate, and the history of the previous charge-out rate values. The start and end date columns let you see at a glance the current rate value to be applied to entered timesheets or expenses.

Click the image above to view the historical changes to the Standard Rate Group.

Use the 'Project' tab in the MS Excel® file to locate all the Project Level specific rates. This allows you to see at a glance any discounts or surcharges that have been applied for a project. Use this information and compare against the standard rate group charge-out values, to ensure that there discounts applied by Project Managers are reasonable.

When looking for information on just one project, use the filters in the MS Excel® file to show one (or many) project names in the view.

Click the image above to view Project Level Specific Rates.

Use the 'Sub Project' tab in the MS Excel® file to find all the Sub Project level specific rates. Each of these rows represents a discount or surcharge that has been applied to a sub project. Use the 'created by' or 'updated by' columns to view the Synergy 'operator id' to see which staff member applied the rate change to the sub project.

Click the image above to view Sub Project Level Specific Rates.

Tip: Filters are not currently available in this Synergy report. Instead apply filters in the created MS Excel® output.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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