Knowledge

The Finance Report submodule provides a comprehensive view of financial data across projects. It includes widgets summarizing total earnings, graphical representations of financial trends, project-wise financial data listings, and export functionality. Users can filter and search data based on specific parameters such as clients and projects.

Features:

1. Widget - Total Earnings

• Displays the total earnings for the selected date range.

• Updates dynamically based on applied filters (e.g., client, project).

2. Finance Report Graph

• Provides a visual representation of earnings across the selected time range.

• Data points represent financial transactions or milestones.

3. Project Listing

• Lists projects with their associated financial details: 

• Invoice

• Amount (in USD)

• Paid On Date

• Status (e.g., "Complete").

4. Filter and Search

• Filters allow users to narrow down results by: 

• Client

• Project

• Search Bar lets users find specific projects or invoices by keyword.

5. Export Functionality

• Exports the finance report data (including project details, invoices, and statuses) to a downloadable file (e.g., CSV).

Steps to Use the Module:

1. View Widgets and Graphs

• Navigate to Reports > Finance Report.

• The Total Earnings Widget will display aggregated earnings based on the selected date range.

• View the Finance Graph for a graphical breakdown of earnings over time.

2. Filter Data

• Use the filters at the top of the page to refine data by Client and Project.

• Adjust the Duration to view financial data for specific date ranges.

3. Search Projects or Invoices

• Enter a keyword (project name or invoice number) in the search bar to locate specific records.

4. Export Finance Report

• Click the Export button to download the report.

• The exported file will include all visible columns (project, invoice, amount, status, etc.).

FAQs:

Q1: How can I view only the financial details for a specific project?
A1: Use the Project Filter at the top of the page to select the desired project. The data will automatically update to show only the selected project's financial details.

Q2: Can I export the finance graph?
A2: Currently, only tabular data (project listing) can be exported. You can take screenshots of the graph if needed.

Q3: What does the "Complete" status indicate?
A3: The "Complete" status means the invoice or payment associated with a project has been fully processed and settled.

Support:

If you encounter any issues with the Finance Report submodule or have additional questions, contact our support team via email support@projeni.com