Reports in the "Income" and "Expenses" Solution: Difference between revisions
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{{#seo: | {{#seo: | ||
|title=Reports in the "Income" and "Expenses" | |title=Reports in the "Income" and "Expenses" Solution | ||
|titlemode=append | |titlemode=append | ||
|keywords=Planfix, Reports, Income, Expenses, Accounting, | |keywords=Planfix, Reports, Income, Expenses, Accounting, Solution, solutions | ||
|description=Reports in the "Income" and "Expenses" | |description=Reports in the "Income" and "Expenses" solutions | ||
}} | }} | ||
The information entered in Planfix via the "Income" and "Expenses" [[Add information about Income and Expenses|data tags]] is displayed in the corresponding reports: | The information entered in Planfix via the "Income" and "Expenses" [[Add information about Income and Expenses|data tags]] is displayed in the corresponding reports: | ||
https://s.pfx.so/pf/xo/Beqnh6.png | https://s.pfx.so/pf/xo/Beqnh6.png | ||
The reports show data on income and expenses broken down by project and task for the current and previous month. By default, information from all unfinished tasks is displayed: | The reports show data on income and expenses broken down by project and task for the current and previous month. By default, information from all unfinished tasks is displayed: | ||
https://s.pfx.so/pf/ | |||
https://s.pfx.so/pf/lw/p3odkJ.png | |||
You can change the default report or create other reports that include information from the same data tags but are displayed in a different breakdown. | You can change the default report or create other reports that include information from the same data tags but are displayed in a different breakdown. | ||
To do this, you need to configure the data selection parameters for the report: | To do this, you need to configure the data '''selection parameters''' for the report: | ||
https://s.pfx.so/pf/X7/2tiLTX.png | |||
https://s.pfx.so/pf/II/3rwGia.png | |||
== Go To == | |||
*[[Income and Expenses Accounting]] | |||
*[[Ready-made Solutions]] | |||
*[[Feature Description]] | |||
Latest revision as of 07:55, 21 April 2023
The information entered in Planfix via the "Income" and "Expenses" data tags is displayed in the corresponding reports:
The reports show data on income and expenses broken down by project and task for the current and previous month. By default, information from all unfinished tasks is displayed:
You can change the default report or create other reports that include information from the same data tags but are displayed in a different breakdown.
To do this, you need to configure the data selection parameters for the report:
