Difference between revisions of "Reports – Clients – Finances by receivables and payables"
m (Anatoly.k moved page Reports – Clients – Finances by project to Reports – Clients – Finances by articles) |
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All amounts are converted to the basic currency of your account. | All amounts are converted to the basic currency of your account. | ||
| − | You can select the period of time for reporting and | + | You can select the period of time for reporting, manager, clients and minimum profit share if needed: |
| − | [[File: | + | [[File:Rep fin per client by art filter.jpg|border|600px]] |
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| + | <span style="color:#DC143C">'''Note''': Clients with minimum profit share less then the specified won't be displayed as the individuals.</span> | ||
| + | |||
| + | <span style="color:#DC143C">Their profit shares will be combined and shown as the "'''Other clients'''".</span> | ||
=='''Income per client and month by articles'''== | =='''Income per client and month by articles'''== | ||
Revision as of 12:48, 30 October 2017
Reports – Clients – Finances by project page: http://cloud.protemos.com/report/client-finances
Here you may see your finances reports for each client based on the receivables.
All amounts are converted to the basic currency of your account.
You can select the period of time for reporting, manager, clients and minimum profit share if needed:
Note: Clients with minimum profit share less then the specified won't be displayed as the individuals.
Their profit shares will be combined and shown as the "Other clients".
Contents
- 1 Income per client and month by articles
- 2 Profit per client and month by articles
- 3 Income share per client and month by articles
- 4 Income share per client by articles
- 5 Profit share per client and month by articles
- 6 Profit share per client by articles
- 7 Income, expenses and profit per client and month by articles
Income per client and month by articles
This report shows the turnover per client based on receivables in their projects.
In short, it shows how much of job was done monthly for each client in terms of turnover:
Each line represents an individual client. You can see the names under the diagram.
Profit per client and month by articles
This report shows the profit for each client based on receivables in their projects:
This report shows how the income share of the client was changing each month:
On this report you may see the shares of income each your client brings over the selected period:
This report shows how the profit share of each client was changing each month:
On this report you may see the shares of profit each your client brings over the selected period:
Income, expenses and profit per client and month by articles
This table shows all income, expense and profit amounts per clients and months.
