{"id":28487,"date":"2025-02-26T16:19:52","date_gmt":"2025-02-26T14:19:52","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=28487"},"modified":"2025-02-26T16:19:53","modified_gmt":"2025-02-26T14:19:53","slug":"project-report","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/project-report\/","title":{"rendered":"Project report"},"content":{"rendered":"

Reports -> Project report<\/strong><\/p>\n\u25cf<\/span> To generate the report, it is necessary to select the reporting period<\/strong> and the project<\/strong>.<\/p>\n

Lines with projects added directly to financial transactions are not included<\/strong> in the project report. These are included in reports generated based on transactions: balance sheet, profit and loss statement, main ledger and daybook.<\/p>\n

\"\"<\/a><\/p>\n

    \n
  1. Period<\/strong> – set the date range.<\/li>\n
  2. Project filter<\/strong> – select a specific project<\/li>\n
  3. Click “Generate<\/strong>“<\/li>\n<\/ol>\n\u25cf<\/span> A graphical overview is also generated based on the compiled report.<\/p>\n

    \"\"<\/a><\/p>\n

      \n
    1. The first section<\/strong> displays a summary of sales and purchase invoices, as well as an overview of employees and salaries related to the main project.<\/li>\n
    2. The aggregate report<\/strong> takes into account all projects (including inactive ones) associated with purchase invoices, sales invoices and salaries.<\/li>\n<\/ol>\n

      \u25cf<\/span> <\/strong>The report can be saved by clicking the “Export<\/strong>” button.<\/span><\/p>\n

      \"\"<\/a><\/p>\n

      In the opened view, you can select which reports to export and in what format.<\/p>\n

      \"\"<\/a><\/p>\n

      If you have any additional questions, write to us at\u00a0support@simplbooks.ee<\/a><\/em><\/p>\n\n\n

      <\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[181],"ht_kb_tag":[649,648],"class_list":["post-28487","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports","ht_kb_tag-project","ht_kb_tag-report"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/28487","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=28487"}],"version-history":[{"count":6,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/28487\/revisions"}],"predecessor-version":[{"id":29392,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/28487\/revisions\/29392"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=28487"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=28487"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=28487"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}