Specify the Analysis Period

Use the calendar bars across the top of the tab to change the analysis period reflected in the charts and tables on the AR and DSO tab.  

If you make selections, Costpoint Analytics changes the horizontal axis of the Trending AR by Aging Ranges chart and Trending AR with DSO chart to match those selections. It may also change the "as of" date for all charts and tables.

You can also change the analysis period by selecting one or a range of fiscal periods on the horizontal axis of either of the AR Trending charts.

If you select an analysis period on the AR and DSO tab and then go to another tab, Costpoint Analytics automatically selects the same analysis period for those analytics. Note, however, that if the AR current period is more recent than the current period for the other analytics, those analytics will not display any data for that period if you select it as part of the analysis period.

Available Fiscal Periods

Your system administrator specifies the number of prior fiscal periods for which data is available.

Analyze Data for Fiscal Years

To select one fiscal year, click that year.

To select more than one year, do either of the following:

  • Click the first year, hold down the mouse button, and drag the mouse pointer over the other years.

  • Click the first year, and then press CTRL as you click each of the other years.

Analyze Data for Selected Fiscal Quarters

  1. Select the fiscal year or years.

  2. To select one quarter, click that quarter.

To select more than one quarter, do either of the following:

  • Click the first quarter, hold down the mouse button, and drag the mouse pointer over the other quarters.

  • Click the first quarter, and then press CTRL as you click each of the other quarters.

Note: If you have more than 12 fiscal periods, each of the first three quarters contains 3 periods, and the fourth quarter contains the remaining periods.

Analyze Data for Selected Fiscal Periods

  1. Select the fiscal year or years.

  2. To select one fiscal period, click that period.

To select more than one period, do either of the following:

  • Click the first period, hold down the mouse button, and drag the mouse pointer over the other periods.

  • Click the first period, and then press CTRL as you click each of the other periods.