Reports in the "Income" and "Expenses" Solution: Difference between revisions
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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/dM/VfCXFS.png | https://s.pfx.so/pf/dM/VfCXFS.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: | ||
Revision as of 12:20, 28 March 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: