Project Report - Income by Product

The project income by sales type report allows you to see all transactions associated to a specific product and that is associated to a specific project.  Access this report by going to Projects > Selecting the Project > Income by Product report at the bottom.

Running the Report

Access the report by going to Projects > Selecting the Project > Income by Product report at the bottom.  Using the options on this page, select:

  • Start Date/End Date – Set the date range for the report, these dates are inclusive.
  • Invoices – Issued or Paid.  Invoices issued will show all invoices between these two dates regardless of paid status.  Paid will show only those with payments against them.
  • Project – This will automatically default to the project you previously selected by can be changed if required.
  • Source – You can further filter this report by a specific source if required.

When ready, click Re-Run Report.  The data will display as a pie chart towards the bottom of the page, you can download a breakdown of this report by clicking the Download CSV button.

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