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


To view the Finances per manager by project balances reports, go to Reports→Managers→Finances by project balances:

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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.

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

Monthly profit per manager by receivables and payables

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

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Monthly income share per manager by receivables and payables

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

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Monthly profit share per manager by receivables and payables

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

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Income share per manager by receivables and payables

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

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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:

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Finances per manager by receivables and payables summary table

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

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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:

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