Difference between revisions of "Reports – Specializations – Finances by receivables and payables"
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| − | ''Reports – Specializations – Finances by receivables and payables: [https://cloud.protemos.com/report/spec-finances | + | ''Reports – Specializations – Finances by receivables and payables: [https://cloud.protemos.com/report/spec-finances cloud.protemos.com/report/spec-finances]'' |
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| − | To view the '''Finances per specialization by receivables and payables''' reports, go to '''Reports | + | To view the '''Finances per specialization by receivables and payables''' reports, go to '''Reports → Specializations → Finances by receivables and payables''': |
[[file:Rsf.png|border|500px]] | [[file:Rsf.png|border|500px]] | ||
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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 filter the reports by the time for reporting, specializations, legal entities, services, and number of specializations with top profit: | + | You can filter the reports by the time for reporting, specializations, legal entities, services, project tags, and the number of specializations with top profit: |
| − | [[ | + | [[File:Reports by specializations (filters).png|border|1070px]] |
<span style="color:#DC143C">'''Note'''</span>: Specializations with minimum profit share less then the specified won't be displayed as the individuals. | <span style="color:#DC143C">'''Note'''</span>: Specializations with minimum profit share less then the specified won't be displayed as the individuals. | ||
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===='''Monthly income per specialization by receivables '''==== | ===='''Monthly income per specialization by receivables '''==== | ||
| − | + | This report shows the income per specialization based on receivables in the related projects: | |
| − | + | [[file:Reports by specializations1.png|border|1000px]] | |
===='''Monthly expenses per specialization by payables'''==== | ===='''Monthly expenses per specialization by payables'''==== | ||
| − | This report shows the expenses | + | This report shows the expenses per specialization based on payables in the related projects: |
| − | [[file: | + | [[file:Reports by specializations2.png|border|1000px]] |
===='''Monthly profit per specialization by receivables and payables'''==== | ===='''Monthly profit per specialization by receivables and payables'''==== | ||
| − | This report shows how the | + | This report shows how the profit per specialization was changing each month: |
| − | [[file: | + | [[file:Reports by specializations3.png|border|1000px]] |
===='''Monthly income share per specialization by receivables'''==== | ===='''Monthly income share per specialization by receivables'''==== | ||
| − | This report shows how the income share | + | This report shows how the income share per specialization was changing each month: |
| − | [[file: | + | [[file:Reports by specializations4.png|border|1000px]] |
===='''Monthly expenses share per specialization by payables'''==== | ===='''Monthly expenses share per specialization by payables'''==== | ||
| − | On this report you may see the shares of expenses | + | On this report you may see the shares of expenses per specialization over the selected period: |
| − | [[file: | + | [[file:Reports by specializations5.png|border|1000px]] |
===='''Monthly profit share per specialization by receivables and payables'''==== | ===='''Monthly profit share per specialization by receivables and payables'''==== | ||
| − | On this report you may see the shares of profit each of the | + | On this report you may see the shares of profit each of the specializations brings over the selected period: |
| − | [[file: | + | [[file:Reports by specializations6.png|border|1000px]] |
===='''Income share per specialization by receivables'''==== | ===='''Income share per specialization by receivables'''==== | ||
| − | This report shows the shares of income | + | This report shows the shares of income per specialization for the whole period: |
| − | [[file: | + | [[file:Reports by specializations7.png|border|1000px]] |
===='''Expenses share per specialization by payables'''==== | ===='''Expenses share per specialization by payables'''==== | ||
| − | This report shows the shares of expenses | + | This report shows the shares of expenses per specialization for the whole period: |
| − | [[file: | + | [[file:Reports by specializations8.png|border|1000px]] |
===='''Profit share per specialization by receivables and payables'''==== | ===='''Profit share per specialization by receivables and payables'''==== | ||
| − | This report shows the shares of profit | + | This report shows the shares of profit per specialization for the whole period: |
| − | [[file: | + | [[file:Reports by specializations9.png|border|1000px]] |
| − | ===='''Finances per specialization by receivables and payables | + | ===='''Finances per specialization by receivables and payables'''==== |
This table shows all income, expense and profit amounts per specialization and month: | This table shows all income, expense and profit amounts per specialization and month: | ||
| − | [[file: | + | [[file:Reports by specializations10.png|border|1000px]] |
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| + | =='''Export data to Excel'''== | ||
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| + | You can export finances per specialization by receivables and payables reports to Excel by pressing the "Export to Excel" button over the upper right corner of the table: | ||
| + | |||
| + | [[File:Reports by specializations11.png|border|1000px]] | ||
| − | [[File:Redirect.jpg|40px|link=Reports – | + | [[File:Redirect.jpg|40px|link=Reports – Specializations – Finances by receivables and payables]] Back to the '''table of contents'''. |
Latest revision as of 11:23, 22 August 2022
Reports – Specializations – Finances by receivables and payables: cloud.protemos.com/report/spec-finances
To view the Finances per specialization by receivables and payables reports, go to Reports → Specializations → Finances by receivables and payables:
Here you may see your finances reports for each specialization you work with.
Each of them is described below. All amounts are converted to the default currency of your account.
You can filter the reports by the time for reporting, specializations, legal entities, services, project tags, and the number of specializations with top profit:
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Note: Specializations 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 Specializations".
Contents
- 1 Monthly income per specialization by receivables
- 2 Monthly expenses per specialization by payables
- 3 Monthly profit per specialization by receivables and payables
- 4 Monthly income share per specialization by receivables
- 5 Monthly expenses share per specialization by payables
- 6 Monthly profit share per specialization by receivables and payables
- 7 Income share per specialization by receivables
- 8 Expenses share per specialization by payables
- 9 Profit share per specialization by receivables and payables
- 10 Finances per specialization by receivables and payables
- 11 Export data to Excel
Monthly income per specialization by receivables
This report shows the income per specialization based on receivables in the related projects:
Monthly expenses per specialization by payables
This report shows the expenses per specialization based on payables in the related projects:
Monthly profit per specialization by receivables and payables
This report shows how the profit per specialization was changing each month:
This report shows how the income share per specialization was changing each month:
On this report you may see the shares of expenses per specialization over the selected period:
On this report you may see the shares of profit each of the specializations brings over the selected period:
This report shows the shares of income per specialization for the whole period:
This report shows the shares of expenses per specialization for the whole period:
This report shows the shares of profit per specialization for the whole period:
Finances per specialization by receivables and payables
This table shows all income, expense and profit amounts per specialization and month:
Export data to Excel
You can export finances per specialization by receivables and payables reports to Excel by pressing the "Export to Excel" button over the upper right corner of the table:
Back to the table of contents.
