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How to Analyze Expenses and Income in StudioCloud

Overview

The View Breakdown of Income, Expenses, and Profit window allows an interactive view of your income, expenses, and profit along with several different visualizations

How to Access the Breakdown of Income, Expenses, and Profit Report

  1. Click the Bookkeeping component
  2. Select the Reports tab
  3. Click the Breakdown of Income, Expenses, and Profit button
  4. To generate the report do the following:
    1. Select the desired time frame
    2. Under the filter select the Income/Expense categories that you would like to view. By default, all of them are selected.
    3. The main part of the window includes a bar graph, line graph, and table view of the data within the time frame you have selected
      1. If you hover your mouse over each bar you will get the total revenue, expense, or profit of each item
      2. If you hover your mouse over the line peaks for the day-to-day income, expense, or profit information
      3. The table breaks down the information on a day-to-day basis, showing your revenue, expenses, and profit.