Difference between revisions of "Reports – Clients – Finances by receivables and payables"

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(Finances per client by articles summary table)
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To view the '''Finances per client by project balances''' reports, go to '''Reports=>Clients=>Finances by project balances''':
 
To view the '''Finances per client by project balances''' reports, go to '''Reports=>Clients=>Finances by project balances''':
  
[[file:Reports menu clients by project balances.jpg|border|440px]]
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[[file:Reports menu clients by project balances.jpg|border|340px]]
  
 
Here you may see your finances reports for each client based on the receivables.  
 
Here you may see your finances reports for each client based on the receivables.  
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You can select the period of time for reporting, manager, clients and minimum profit share if needed:
 
You can select the period of time for reporting, manager, clients and minimum profit share if needed:
  
[[File:ClRep by project balances filter.jpg|border|600px]]
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[[File:ClRep by project balances filter.jpg|border|500px]]
  
 
<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">'''Note''': Clients with minimum profit share less then the specified won't be displayed as the individuals.</span>
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In short, it shows how much of job was done monthly for each client in terms of turnover:
 
In short, it shows how much of job was done monthly for each client in terms of turnover:
  
[[File:ClRep Mon Inc.jpg|border|1000px]]
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[[File:ClRep Mon Inc.jpg|border|800px]]
 
   
 
   
 
Each line represents an individual client. You can see the names under the diagram.
 
Each line represents an individual client. You can see the names under the diagram.
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This report shows the profit for each client based on receivables in their projects:
 
This report shows the profit for each client based on receivables in their projects:
  
[[File:ClRep Mon Prof.jpg|border|1000px]]
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[[File:ClRep Mon Prof.jpg|border|800px]]
  
 
=='''Monthly income share per client by project balances'''==
 
=='''Monthly income share per client by project balances'''==
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This report shows how the income share of the client was changing each month:
 
This report shows how the income share of the client was changing each month:
  
[[File:ClRep Mon Inc Share by project.jpg|border|1000px]]
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[[File:ClRep Mon Inc Share by project.jpg|border|800px]]
  
 
=='''Monthly profit share per client by project balances'''==
 
=='''Monthly profit share per client by project balances'''==
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This report shows how the profit share of each client was changing each month:
 
This report shows how the profit share of each client was changing each month:
  
[[File:ClRep Mon Prof Share by project.jpg|border|1000px]]
+
[[File:ClRep Mon Prof Share by project.jpg|border|800px]]
  
 
=='''Income share per client by project balances'''==
 
=='''Income share per client by project balances'''==
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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 income each your client brings over the selected period:
  
[[File:ClRep Inc Share by project.jpg|border|1000px]]
+
[[File:ClRep Inc Share by project.jpg|border|800px]]
  
 
=='''Profit share per client by project balances'''==
 
=='''Profit share per client by project balances'''==
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On this report you may see the shares of profit 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:
  
[[File:ClRep Prof Share by project.jpg|border|1000px]]
+
[[File:ClRep Prof Share by project.jpg|border|800px]]
  
 
=='''Finances per client by project balances summary table'''==
 
=='''Finances per client by project balances summary table'''==
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This table shows all income, expense and profit amounts per each client monthly:
 
This table shows all income, expense and profit amounts per each client monthly:
  
[[file:ClRep by project Summary table.jpg|border|1000px]]
+
[[file:ClRep by project Summary table.jpg|border|800px]]

Revision as of 14:02, 15 November 2017

Reports – Clients – Finances by project balances: http://cloud.protemos.com/report/client-finances


To view the Finances per client by project balances reports, go to Reports=>Clients=>Finances by project balances:

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Here you may see your finances reports for each client based on the receivables.

Each of them is described below. 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:

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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".

Monthly income per client by project balances

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:

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

Monthly profit per client by project balances

This report shows the profit for each client based on receivables in their projects:

800px

Monthly income share per client by project balances

This report shows how the income share of the client was changing each month:

800px

Monthly profit share per client by project balances

This report shows how the profit share of each client was changing each month:

800px

Income share per client by project balances

On this report you may see the shares of income each your client brings over the selected period:

800px

Profit share per client by project balances

On this report you may see the shares of profit each your client brings over the selected period:

800px

Finances per client by project balances summary table

This table shows all income, expense and profit amounts per each client monthly:

800px