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

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On this report you may see the shares of expenses for each of the specializations over the selected period:
 
On this report you may see the shares of expenses for each of the specializations over the selected period:
  
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===='''Monthly profit share per specialization by receivables and payables'''====
 
===='''Monthly profit share per specialization by receivables and payables'''====

Revision as of 16:25, 5 January 2022

Reports – Specializations – Finances by receivables and payables: https://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:

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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, and 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".


Monthly income per specialization by receivables

This report shows the income per specialization based on receivables in the related projects:

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Monthly expenses per specialization by payables

This report shows the expenses for each specialization based on payables in the related projects:

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Monthly profit per specialization by receivables and payables

This report shows how the income by each specialization was changing each month:

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Monthly income share per specialization by receivables

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

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Monthly expenses share per specialization by payables

On this report you may see the shares of expenses for each of the specializations over the selected period:

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Monthly profit share per specialization by receivables and payables

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

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Income share per specialization by receivables

This report shows the shares of income for each specialization for the whole period:

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Expenses share per specialization by payables

This report shows the shares of expenses for each specialization for the whole period:

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Profit share per specialization by receivables and payables

This report shows the shares of profit for each specialization for the whole period:

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Finances per specialization by receivables and payables summary table

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

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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:

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