Difference between revisions of "Reports – Clients – Income by invoices"

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To view the '''Monthly income per client by invoices''' reports, go to '''Reports=>Clients=>Income by invoices''':
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To view the '''Monthly income per client by invoices''' reports, go to '''Reports Clients Income by invoices''':
  
 
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Revision as of 09:57, 22 August 2022

Reports – Clients – Income by invoices page: http://cloud.protemos.com/report/client-income-by-invoices


To view the Monthly income per client by invoices reports, go to Reports → Clients → Income by invoices:

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Here you may see your finances reports for each client based on the client invoices.

Each of them is described below. All amounts are converted to the default currency of your account.

You can filter the reports by the period of time for reporting, the clients, client countries, types, and legal entities:

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To show charts, please select no more than ten clients.

Monthly income per client by invoices

This report shows the turnover per client based on the invoices you issued for them:

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Each line is represented by an individual client. You can see the names under the diagram.

Monthly income share per client by invoices

This report shows how the share of invoices per clients was changing monthly:

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Income share per client by invoices

This report shows the share of invoices per clients over the selected period of time:

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Monthly income per client by invoices summary table

This table shows all invoice amounts per client and month:

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Export data to Excel

You can export finances per client by invoices reports to Excel by pressing the "Export to Excel" button over the upper right corner of the table:

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