The project income by sales type report allows you to see all transactions associated to a specific sales type associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Sales Type report at the bottom.
Running the Report
Access the report by going to Projects > Selecting the Project > Income by Sales Type 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.