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

Revision as of 13:12, 19 August 2022

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

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

These reports show how the clients were paying you.

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:

To show charts, please select no more than 10 clients.

Monthly income per client by payments

Here you can see the amounts of payments per each client monthly:

Monthly income share per client by payments

Here you can see how the share of payments per client was changing monthly:

Income share per client by payments

This diagram shows the share of each client in payments received over the specified period of time:

Monthly income per client by payments summary table

This table shows all payment amounts per client monthly:

Export data to Excel

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

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