Reports – Managers – Finances by receivables and payables

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Reports – Managers – Finances by receivables and payables: http://cloud.protemos.com/report/manager-finances

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To view the Finances per manager by project balances reports, go to Reports → Managers → Finances by project balances:

Here you may see your finances reports for each project manager of your team.

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

You can select the period of time for reporting, managers, legal entities, service, project tags, and the number of managers with top profit:

Note: Managers outside the specified number won't be displayed as the individuals. Their profit shares will be combined and shown as the "Other managers".

Monthly income per manager by receivables

This report shows the turnover per manager based on receivables in their projects.

Each line represents an individual manager. You can see the names under the diagram.

Monthly expenses per manager by payables

This report shows expenses per manager based on job payables in their projects:

 

Monthly profit per manager by receivables and payables

This report shows how the profit per manager was changing each month:

Monthly income share per manager by receivables

This report shows how the income share per manager was changing each month:

Monthly expenses share per manager by payables

This report shows how the expenses share per manager was changing each month:

Monthly profit share per manager by receivables and payables

This report shows how the profit share per manager was changing each month:

Income share per manager by receivables

In this report, you may see the shares of incomes your managers bring over the selected period:

Expenses share per manager by payables

In this report, you may see the shares of expenses of your managers over the selected period:

Profit share per manager by receivables and payables

In this report, you may see the shares of the profit your managers bring over the selected period:

Finances per manager by receivables and payables summary table

This table shows all income, expense, and profit amounts per manager and month:  

Export data to excel

You can export finances per manager by receivables and payables reports to Excel by pressing the "Export to Excel" button over the upper right corner of the table: