Difference between revisions of "Generate reports"
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| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
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<span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/general'''General finances'''] </U> </span>: | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/general'''General finances'''] </U> </span>: | ||
| − | shows how much money you get and pay each month and what you earn. | + | shows how much money you get and pay each month, and what you earn. |
| − | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/manager-finances'''Reports per manager'''] </U> </span>: | + | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/manager-finances'''Reports per manager'''] </U> </span> ('''Enterprise version only'''): |
| − | here you can see the detailed finance data about turnover and profit brought to you by specific | + | here you can see the detailed finance data about turnover and profit brought to you by specific managers. |
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/client-finances'''Reports per client'''] </U> </span> : | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/client-finances'''Reports per client'''] </U> </span> : | ||
shows the importance of your clients in terms of finances they bring. | shows the importance of your clients in terms of finances they bring. | ||
| − | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/vendor-expenses-by-invoices'''Reports per vendor'''] </U> </span>: | + | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/report/vendor-expenses-by-invoices'''Reports per vendor'''] </U> </span>('''Enterprise version only'''): |
shows the expenses per vendor. | shows the expenses per vendor. | ||
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here you can see the detailed finance data about turnover and profit brought to you by specific service. | here you can see the detailed finance data about turnover and profit brought to you by specific service. | ||
| − | Every report has additional filters and settings to filter the data you really need | + | Every report has additional filters and settings to filter the data you really need: |
| − | [[File: | + | [[File:QSG filter example.jpg|border|540px]] |
| − | For more info on reports, please see our [[Reports|''' wiki pages''']]. | + | For more info on reports, please see our <U> [[Reports|''' wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/ZMyuJySmyys]] |
| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
Latest revision as of 08:21, 6 September 2022
Back to the Quick Start Guide main page.
You can generate various business reports to see how your business is going:
General finances : shows how much money you get and pay each month, and what you earn.
Reports per manager (Enterprise version only): here you can see the detailed finance data about turnover and profit brought to you by specific managers.
Reports per client : shows the importance of your clients in terms of finances they bring.
Reports per vendor (Enterprise version only): shows the expenses per vendor.
Reports per language pair : shows the finances of specific language pairs.
Reports per service : here you can see the detailed finance data about turnover and profit brought to you by specific service.
Every report has additional filters and settings to filter the data you really need:
For more info on reports, please see our wiki pages or our video tutorial 
Back to the Quick Start Guide main page.
