Difference between revisions of "Generate reports"

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

Latest revision as of 09:21, 6 September 2022

Redirect.jpg 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:


QSG filter example.jpg


For more info on reports, please see our wiki pages or our video tutorial YT client.png


Redirect.jpg Back to the Quick Start Guide main page.