Reports in the "Income" and "Expenses" Solution

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:

Go To

• Income and Expenses Accounting configurations
• Configurations