Reports in the "Income" and "Expenses" Solution

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Revision as of 12:17, 28 March 2023 by Aliona (talk | contribs) (Created page with "{{#seo: |title=Reports in the "Income" and "Expenses" configuration |titlemode=append |keywords=Planfix, Reports, Income, Expenses, Accounting, Configuration, configurations |description=Reports in the "Income" and "Expenses" configuration }} The information entered in Planfix via the "Income" and "Expenses" data tags is displayed in the corresponding reports: https://s.pfx.so/pf/xo/Beqnh6.png The reports show data on income and expenses broken down by project and task...")
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The information entered in Planfix via the "Income" and "Expenses" data tags is displayed in the corresponding reports: 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: 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. To do this, you need to configure the data selection parameters for the report:

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