The monthly report serves as an important tool for communicating the achievements and ongoing projects. It assesses past performance to understand the reasons behind any instability and estimate the future earning potential of your company. The has a detailed report wherein you can also compare your actual revenue vs the budget revenue.
1. On the Settings Dashboard page, click the “Reports” button.
2. Click the “Monthly Report” button, and then click the “Create monthly report” button for a new report.
3. Fill in the boxes the same as in the below image.
4. Fill in the report and click the “Save” button to finish.
5. Choose the year to select the reports that you wish to view, and then click the “Preview” button.
6. The monthly report will be displayed in the same image as below.
7. Scroll down and you will see the KPI summary report and Commentary box.
Quiz – Choose the correct answer.
1. Will you be able to edit the Monthly report after you submitted it?
a. Yes
b. No
c. Uncertain
2. What are the reports that you can find in the monthly report?
a. Budget, Last year’s budget
b. Cost of sales, Actual vs Budget
c. Both a and b
3. Aside from the actual and budget report, what are the 2 pieces of other information that we can find in the monthly report?
a. Revenue and Total expenses report
b. KPI summary and Commentary box
c. Dashboard and Total revenue
If you need further assistance, please send an email to helpdesk@spa-tx.com