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The AR Aging Composition table offers two ways to view the composition of AR by age, as of the end of the latest period in your analysis period:
You can analyze AR by any of these attributes: organization, customer, project type, project manager, or top-level project. |
In this topic |
If the AR Aging Composition table is not visible, click the AR Aging Composition tab:
The default table displays AR by aging range, along with total AR, for each attribute value in the first column, but you can use the Fast Change icon (
) in the chart title bar to view the percentage of the total AR contributed by each combination of attribute value and aging range.
|
Data Item |
Description |
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AR amounts in aging range columns |
The AR amount in each table row is the sum of invoice balances for all invoices that fall within that aging range and that have the attribute value in the first column. |
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Relative percentage of total AR |
The percentage of the total AR contributed by the attribute value and aging range in that table row: (AR for the attribute value and range ÷ Total AR for all attribute values and ranges in the table) × 100 |
For more information on AR data and how invoices are aged, see AR and DSO: Data Sources and AR and DSO: Key Concepts.
By default, the AR Aging Composition table displays AR aging data by top-level organization, but you have the option to display the distribution by any of the following:
Any organization or reorganization level
Customer
Project type
Project manager
Top-level project
To change the analyzed attribute, do either of the following in the first column of the table:
Right-click 
and select the attribute you want.
Left-click one or more times to cycle through the attributes until the one you want is displayed.
If you apply filters before you change the analyzed attribute, the table only displays distributions for attribute values that satisfy those filters. For example, if you select two project types in the Project Type list under Additional Filters and then use to display the distribution by customer type, the table only displays AR amounts for those two project types.
The following options on the User Options tab affect this table:
Org or Reorg
For a description of how this option affects AR and DSO Analytics, see User Options That Affect AR and DSO.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table by selecting a cell in the table.
If you click a cell in a column that contains filter values, the table is filtered based on the selected value. If multiple rows have the selected value in that column, all of those rows are selected.
If you click a cell in a column that contains numeric data, the table is filtered for the combination of filter values in that row. Generally that focuses the table on that row only.
If you focus the table by clicking a cell, Costpoint Analytics applies the same change, as appropriate, to all other analytic objects.
You cannot change the sort order for the default version of this table.
If you display the alternate version that contains percentage contributions to the total AR:
To sort the table based on values in a column, double-click that column heading.
To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.