OS - CashFlow | Ability to view the current quarter / month / week / day
Based on the topic https://crm-onebox.com/en/support/reports-and-analytics/9706-os---cashflow/ and CashFlow application settings
We do not have the opportunity to look at the current quarter (3) how many actual receipts were received.
How do we do it now
1. Go to actual payments
2. Filter by creation date from 07/01/21
3. Choose one wallet / category and look at the turnover.
(we have over 35 wallets, takes a very long time).
in MVP, this information could be viewed on one page by category in the expected payments section, now it is not there
We propose to refine the CashFlow applications (display settings) so that you can look at the current quarter / month / week / day.
For example, now is the 3rd quarter (July 28).
July, August and September (Q3);
We have no way to see how much was received for the 3rd quarter of the actual
According to the selected conditions, the second quarter (04/01-06/30) is displayed, even if we choose to display -3 months, July will not be v
Original question is available on version: ru
We do not have the opportunity to look at the current quarter (3) how many actual receipts were received.
How do we do it now
1. Go to actual payments
2. Filter by creation date from 07/01/21
3. Choose one wallet / category and look at the turnover.
(we have over 35 wallets, takes a very long time).
in MVP, this information could be viewed on one page by category in the expected payments section, now it is not there
We propose to refine the CashFlow applications (display settings) so that you can look at the current quarter / month / week / day.
For example, now is the 3rd quarter (July 28).
July, August and September (Q3);
We have no way to see how much was received for the 3rd quarter of the actual
According to the selected conditions, the second quarter (04/01-06/30) is displayed, even if we choose to display -3 months, July will not be v
Answers:
I have forwarded your request for improvement.
03.08.2021, 15:40
Original comment available on version: ru
Good afternoon
Is there any information on this topic?
Is there any information on this topic?
09.08.2021, 13:49
Original comment available on version: ru
Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
seems to have done
refresh at night
In the settings there is no way to select the period "quarter"
For example, select "month"
Back to the report
In the flirting panel, edit to "quarter"
Displays incorrect quarters
Now Q3: July, August and September | 7, 8, 9 month
In the report 7-10 months.
Or does it take into account the date before ?
And for example, in the 2nd quarter he writes from 4 to 7, but does not take into account the 7th month because "up to 7 months"?
10.09.2021, 13:24
Original comment available on version: ru
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