Reports – Specializations – Finances by receivables and payables

Reports – Specializations – Finances by receivables and payables: cloud.protemos.com/report/spec-finances

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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:

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:

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:

Monthly income share per specialization by receivables

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

Monthly expenses share per specialization by payables

On this report you may see the shares of expenses per specialization over the selected period:

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:

Income share per specialization by receivables

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

Expenses share per specialization by payables

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

Profit share per specialization by receivables and payables

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:

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