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How to Analyze Expenses in StudioCloud

Overview

StudioCloud offers several ways to analyze the expense information you enter in the Bookkeeping component of StudioCloud.

How to View the Detailed Breakdown of Expenses

  1. Open and login to StudioCloud 3.0
  2. Go to the Bookkeeping component
  3. Click on the Reports tab
  4. Click the View Detailed Breakdown of Expenses button in the Charts, Graphs, and Tables section
  5. The View Detailed Breakdown of Expenses window allows an interactive view of your expenses with several different visualizations
    1. First you can select the time frame you want to view with the date fields on the top right of the window
    2. On the far left of the window you can filter what types of expenses you are analyzing by checking/unchecking individual expense items
    3. The main part of the window includes a bar graph, pie chart, and table view of the expenses and time frame you have selected
      1. If you hover the mouse over the bars in the bar graph a tool tip will show up displaying either the total or average amount for that expense.
      2. If you hover the mouse over a part of the pie chart a tool tip will show up displaying the total amount for that expense and what percentage that expense is out of all the expenses.
      3. The table displays the name of the expense, the total amount spent, the number of times that expense was entered, and the average amount spent on that expense.

How to View the Breakdown of Expenses

  1. Open and login to StudioCloud 3.0
  2. Go to the Bookkeeping component
  3. Click on the Reports tab
  4. Click the Breakdown of Expenses button in the Printable section
  5. Select the time frame that you want the report to display
  6. Click the Save button
  7. The report will be opened up in a browser on your desktop
    1. This report shows each expense category and the totals for each category