Reports – Services – Finances by project balances

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Reports – Services – Finances by articles: https://cloud.protemos.com/report/service-finances


To view the Finances per service by project balances reports, go to Reports=>Services=>Finances by project balances:

Reports menu services.jpg

Here you may see your finances reports for each service based on the receivables.

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, services and minimum profit share:

ServRep by project filter.jpg

Note: Services 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 services".


Monthly income per service by project balances

This report shows the turnover per service based on receivables in the related projects:

ServRep Mon Inc by project.jpg

Monthly profit per service by project balances

This report shows the profit for each service based on receivables in the related projects:

ServRep Mon Prof by project.jpg

Monthly income share per service by project balances

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

ServRep Mon Inc Share by project.jpg

Monthly profit share per service by project balances

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

ServRep Mon Prof Share by project.jpg

Income share per service by project balances

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

ServRep Inc Share by project.jpg

Profit share per service by project balances

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

ServRep Prof Share by project.jpg

Finances per service by project balances summary table

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

ServRep by proj summary table.jpg