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Produced by Virage Group

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Revenue
Revenue
Revenue

Revenue

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Table of contents
  • Export theme Revenus
  • Table columns
image

Screen-specific actions

Button name
Description
CSV by email

This button sends the exported data in .csv format to the e-mail address of the logged-in user.

CSV

This button downloads the export of this data in .csv format: EXPORT_FACTURATION-DATE.csv

Excel by email

This button sends the exported data in .xlsx format to the e-mail address of the logged-in user.

Export to Excel

This button downloads the export of this data in .xlsx format: EXPORT_FACTURATION-DATE.xlsx

Export theme Revenus

This screen lets you export quotation and invoice data to a spreadsheet program.

🚦

Rights required :

  • Billing consultationBilling consultation
  • Quotation consultationQuotation consultation

Table columns

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Here's a list of the columns in this export table (in .csv or .xlsx format) and which fields they correspond to:
  • Code
  • Wording
  • Total amount of active quotes
  • Total amount of quotes
  • Total number of quotes
  • Date of the last quote
  • Total amount of active invoices
  • Total amount of invoices
  • Total number of invoices
  • Date of the last invoice
  • completed
  • completed resources
  • completed
  • Billed / completed
  • Invoice / completed
  • Invoice / Estimate
  • completed / Quote

It is also possible to add project attributes to the view Export revenue dataExport revenue data for more columns and more information.

Here are the fields found in this import screen:

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Compress the attachment if sending by emailCompress the attachment if sending by email

If this box is checked, when this export file is sent by e-mail, it will be compressed.

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Keep the "rich text" formatKeep the "rich text" format
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viewview

It is possible to select a view that will determine the content of exported elements. The view type used in this screen is Export revenue dataExport revenue data Rights required : Viewing views in platform administrationViewing views in platform administration