Difference between revisions of "Reports – Clients – Finances by receivables and payables"
(→Profit share per client and month by articles) |
(→Finances per client by articles summary table) |
||
| Line 60: | Line 60: | ||
[[file:rep fin per client by art table.jpg|border|1000px]] | [[file:rep fin per client by art table.jpg|border|1000px]] | ||
| + | |||
| + | =='''Chart data visibility'''== | ||
| + | |||
| + | You can hide unnecessary data on the chart by clicking the corresponding item: | ||
| + | |||
| + | [[file:M client inc by art visibility.jpg|border|1000px]] | ||
Revision as of 13:10, 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 Monthly income per client by articles
- 2 Monthly profit per client by articles
- 3 Monthly income share per client by articles
- 4 Monthly profit share per client by articles
- 5 Income share per client by articles
- 6 Profit share per client by articles
- 7 Finances per client by articles summary table
- 8 Chart data visibility
Monthly income per client 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.
Monthly profit per client 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:
This report shows how the profit share of each client was changing each month:
On this report you may see the shares of income each your client brings over the selected period:
On this report you may see the shares of profit each your client brings over the selected period:
Finances per client by articles summary table
This table shows all income, expense and profit amounts per each client monthly:
Chart data visibility
You can hide unnecessary data on the chart by clicking the corresponding item:
