Difference between revisions of "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/ http://cloud.protemos.com/report/manager-finances]'' | ''Reports – Managers – Finances by receivables and payables: [http://cloud.protemos.com/report/manager-finances/ 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''': | To view the '''Finances per manager by project balances''' reports, go to '''Reports → Managers → Finances by project balances''': | ||
| − | [[File:1 managers finances reports.png|border| | + | [[File:1 managers finances reports.png|border|420px]] |
Here you may see your finances reports for each project manager of your team. | Here you may see your finances reports for each project manager of your team. | ||
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Each of them is described below. All amounts are converted to the default currency of your account. | 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, | + | You can select the period of time for reporting, managers, legal entities, service, project tags, and the number of managers with top profit: |
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| − | + | [[File:Reports by managers (filters).png|border|1070px]] | |
| − | Their profit shares will be combined and shown as the '''"Other managers"'''. | + | <span style="color:orange">'''Note''':</span> 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'''== | =='''Monthly income per manager by receivables'''== | ||
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This report shows the turnover per manager based on receivables in their projects. | This report shows the turnover per manager based on receivables in their projects. | ||
| − | [[File:Reports by managers1.2.png|border| | + | [[File:Reports by managers1.2.png|border|1070px]] |
Each line represents an individual manager. You can see the names under the diagram. | Each line represents an individual manager. You can see the names under the diagram. | ||
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This report shows expenses per manager based on job payables in their projects: | This report shows expenses per manager based on job payables in their projects: | ||
| − | [[File:Reports by managers 2.png|border| | + | [[File:Reports by managers 2.png|border|1070px]] |
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=='''Monthly profit per manager by receivables and payables'''== | =='''Monthly profit per manager by receivables and payables'''== | ||
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This report shows how the profit per manager was changing each month: | This report shows how the profit per manager was changing each month: | ||
| − | [[File:Reports by managers 3.png|border| | + | [[File:Reports by managers 3.png|border|1070px]] |
=='''Monthly income share per manager by receivables'''== | =='''Monthly income share per manager by receivables'''== | ||
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This report shows how the income share per manager was changing each month: | This report shows how the income share per manager was changing each month: | ||
| − | [[File:Reports by managers 4.png|border| | + | [[File:Reports by managers 4.png|border|1070px]] |
=='''Monthly expenses share per manager by payables'''== | =='''Monthly expenses share per manager by payables'''== | ||
| Line 51: | Line 45: | ||
This report shows how the expenses share per manager was changing each month: | This report shows how the expenses share per manager was changing each month: | ||
| − | [[File:Reports by managers 5.png|border| | + | [[File:Reports by managers 5.png|border|1070px]] |
=='''Monthly profit share per manager by receivables and payables'''== | =='''Monthly profit share per manager by receivables and payables'''== | ||
| Line 57: | Line 51: | ||
This report shows how the profit share per manager was changing each month: | This report shows how the profit share per manager was changing each month: | ||
| − | [[File:Reports by managers 6.png|border| | + | [[File:Reports by managers 6.png|border|1070px]] |
=='''Income share per manager by receivables'''== | =='''Income share per manager by receivables'''== | ||
| − | + | In this report, you may see the shares of incomes your managers bring over the selected period: | |
[[File:Reports by managers 7.png|border|1000px]] | [[File:Reports by managers 7.png|border|1000px]] | ||
| Line 67: | Line 61: | ||
=='''Expenses share per manager by payables'''== | =='''Expenses share per manager by payables'''== | ||
| − | + | In this report, you may see the shares of expenses of your managers over the selected period: | |
[[File:Reports by managers 7.png|border|1000px]] | [[File:Reports by managers 7.png|border|1000px]] | ||
| Line 73: | Line 67: | ||
=='''Profit share per manager by receivables and payables'''== | =='''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: | |
[[File:Reports by managers 8.png|border|1000px]] | [[File:Reports by managers 8.png|border|1000px]] | ||
| Line 79: | Line 73: | ||
=='''Finances per manager by receivables and payables summary table'''== | =='''Finances per manager by receivables and payables summary table'''== | ||
| − | This table shows all income, expense and profit amounts per manager and month: | + | This table shows all income, expense, and profit amounts per manager and month: |
| − | [[ | + | [[File:Finances per manager by receivables and payables table.png|border|1070px]] |
=='''Export data to excel'''== | =='''Export data to excel'''== | ||
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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: | 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: | ||
| − | [[File: | + | [[File:Finances per manager by receivables and payables table (export).png|border|1070px]] |
Latest revision as of 12:48, 17 August 2022
Reports – Managers – Finances by receivables and payables: http://cloud.protemos.com/report/manager-finances
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:
.png)
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".
Contents
- 1 Monthly income per manager by receivables
- 2 Monthly expenses per manager by payables
- 3 Monthly profit per manager by receivables and payables
- 4 Monthly income share per manager by receivables
- 5 Monthly expenses share per manager by payables
- 6 Monthly profit share per manager by receivables and payables
- 7 Income share per manager by receivables
- 8 Expenses share per manager by payables
- 9 Profit share per manager by receivables and payables
- 10 Finances per manager by receivables and payables summary table
- 11 Export data to excel
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:
This report shows how the income share per manager was changing each month:
This report shows how the expenses share per manager was changing each month:
This report shows how the profit share per manager was changing each month:
In this report, you may see the shares of incomes your managers bring over the selected period:
In this report, you may see the shares of expenses of your managers over the selected period:
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:
.png)
