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

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Their profit shares will be combined and shown as the '''"Other managers"'''.
 
Their profit shares will be combined and shown as the '''"Other managers"'''.
  
=='''Monthly income per manager by project balances'''==
+
=='''Monthly income per manager by receivables and payables'''==
  
 
This report shows the turnover for each manager based on receivables in their projects.  
 
This report shows the turnover for each manager based on receivables in their projects.  
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=='''Monthly income share per manager by project balances'''==
+
=='''Monthly income share per manager by receivables and payables'''==
  
 
This report shows how the income share of each manager was changing each month:
 
This report shows how the income share of each manager was changing each month:
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[[File:MRep Mon inc share.jpg|border|1000px]]
 
[[File:MRep Mon inc share.jpg|border|1000px]]
  
=='''Monthly profit share per manager by project balances'''==
+
=='''Monthly profit share per manager by receivables and payables'''==
  
 
This report shows how the profit share of each manager was changing each month:
 
This report shows how the profit share of each manager was changing each month:
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[[File:MRep inc share.jpg|border|1000px]]
 
[[File:MRep inc share.jpg|border|1000px]]
  
=='''Profit share per manager by project balances'''==
+
=='''Profit share per manager by receivables and payables'''==
  
 
On this report you may see the shares of profit each of your managers brings over the selected period:
 
On this report you may see the shares of profit each of your managers brings over the selected period:
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[[File:MRep profit share.jpg|border|1000px]]
 
[[File:MRep profit share.jpg|border|1000px]]
  
=='''Finances per manager by project balances 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:MRep summary table.jpg|border|1000px]]
 
[[file:MRep summary table.jpg|border|1000px]]

Revision as of 14:53, 8 February 2021

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:

1 managers finances reports.png

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 and minimum profit share:

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Note: Managers with minimum profit share less than the specified 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 and payables

This report shows the turnover for each manager based on receivables in their projects.

1000px

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

Monthly profit per manager by project balances

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

1000px

Monthly income share per manager by receivables and payables

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

1000px

Monthly profit share per manager by receivables and payables

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

1000px

Income share per manager by project balances

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

1000px

Profit share per manager by receivables and payables

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

1000px

Finances per manager by receivables and payables summary table

This table shows all income, expense and profit amounts per manager and month:  

1000px