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The AR Analysis table displays the balance due for the individual invoices contributing to AR, as of the end of the latest period in your analysis period. You can group the invoices by organization, customer, project type, project manager, or top-level project. |
In this topic |
If the AR Analysis table is not visible, click the AR Analysis tab:
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Data Item |
Description |
|
Balance Due |
Unpaid balance of the invoice. |
For more information on AR data and how invoices are aged, see AR and DSO: Data Sources and AR and DSO: Key Concepts.
This table may include a Comment column that displays comments that exist for the invoices displayed in the table. If no comments exist for any of the displayed invoices, the table does not include the Comment column.
These comments do not come from Costpoint. They are entered in a Microsoft Excel spreadsheet provided with Costpoint Analytics and loaded into the data model by the normal data load process. Your Costpoint Analytics system administrator controls who can enter the comments.
By default, the AR Analysis table displays unpaid invoices 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 project 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.
By default, this table is sorted in descending order by the values in the first column.
To sort the table based on the values in one of the columns, double-click the column heading for that column.
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.