[{"data":1,"prerenderedAt":130},["ShallowReactive",2],{"doc-\u002Fdocs\u002Fguides\u002Freports":3,"github-stars":127},{"id":4,"title":5,"body":6,"description":117,"extension":118,"meta":119,"navigation":120,"order":121,"path":122,"section":123,"seo":124,"stem":125,"__hash__":126},"docs\u002Fdocs\u002Fguides\u002Freports.md","Reports",{"type":7,"value":8,"toc":109},"minimark",[9,13,21,26,33,55,64,68,75,79,94],[10,11,5],"h1",{"id":12},"reports",[14,15,16,17,20],"p",{},"The ",[18,19,5],"strong",{}," page answers one question: is the work making money? It takes\nyour income, subtracts expenses and what you pay your team, and shows the result\nwithout you exporting anything to a spreadsheet.",[22,23,25],"h2",{"id":24},"profit","Profit",[14,27,28,29,32],{},"Profit is ",[18,30,31],{},"income minus expenses minus team cost",". Because you can invoice and\nspend in more than one currency, Clerq shows it three ways:",[34,35,36,43,49],"ul",{},[37,38,39,42],"li",{},[18,40,41],{},"Total profit \u002F loss"," - one bottom line, with every amount converted to your\nbase currency at the rate in effect on each invoice's issue date (or each\nexpense's incurred date). This is the invoice basis - the most accurate way to\ncombine currencies, rather than today's rate applied to old money. Anything\nthat can't be priced (an unsupported currency pair, or a rates outage) is left\nout of the total and listed underneath, so nothing quietly disappears.",[37,44,45,48],{},[18,46,47],{},"Cash"," - money that has actually moved: paid invoices, paid expenses, and\nthe cost of time billed on a paid invoice. Shown per currency, never converted\nbetween them.",[37,50,51,54],{},[18,52,53],{},"Accrued"," - everything recognised: issued invoices, all recorded expenses,\nand the cost of all billed time. Also per currency.",[14,56,57,58,63],{},"\"Team cost\" is the internal cost of the hours worked - what the work costs you,\nset through ",[59,60,62],"a",{"href":61},"\u002Fdocs\u002Fguides\u002Fclients-and-import#per-member-rates","per-member client rates"," -\nwhether or not those hours have been billed.",[22,65,67],{"id":66},"budgets","Budgets",[14,69,70,71,74],{},"Give a client a ",[18,72,73],{},"budget"," on its detail page and Clerq tracks the value of work\nagainst it, so you can see how much of the agreed number you have burned through\nbefore you go over it. A budget is just a target the tracked value is measured\nagainst; leave it unset for clients you bill purely by the hour.",[22,76,78],{"id":77},"who-can-see-it","Who can see it",[14,80,81,82,88,89,93],{},"Profit figures reveal your margins, so the Reports page and the converted total\nare gated behind the ",[18,83,84],{},[85,86,87],"code",{},"reports.viewProfit"," permission. Owners and admins have\nit by default; see ",[59,90,92],{"href":91},"\u002Fdocs\u002Fguides\u002Froles-and-permissions","Roles & permissions"," to\ngrant it to anyone else. People without it simply don't see the page.",[95,96,97],"blockquote",{},[14,98,99,100,104,105,108],{},"An assistant can pull the same numbers over the ",[59,101,103],{"href":102},"\u002Fdocs\u002Fai\u002Fmcp-server","MCP server","\nwith ",[85,106,107],{},"get_profit_summary",", subject to the very same permission.",{"title":110,"searchDepth":111,"depth":111,"links":112},"",3,[113,115,116],{"id":24,"depth":114,"text":25},2,{"id":66,"depth":114,"text":67},{"id":77,"depth":114,"text":78},"See whether the work is actually making money - profit by currency, one converted bottom line, and budget burn-down per client.","md",{},true,5,"\u002Fdocs\u002Fguides\u002Freports","Guides",{"title":5,"description":117},"docs\u002Fguides\u002Freports","kejxeluGB4Azx9r39lSgg9IwQyKpKl9cFnwdniBMDko",{"stars":128,"repo":129},0,"PunterDigital\u002Fclerq",1784716910924]