Charts and Tables
Top 10 AR — Displays the current AR, broken down by aging range, for the ten organizations, customers, project types, project managers, or projects with the highest AR balances. More...
Trending AR by Aging Ranges — Displays AR amounts, broken down by aging range, as of the end date of each of the fiscal periods in your analysis period. Each segment in a stacked bar represents the AR amount for invoices in that aging range at the end of that period. More...
Trending AR with DSO — Displays total AR amounts as of the end date of each of the fiscal periods in your analysis period. Overlaying the AR data is a line chart that displays 90-day DSO values as of the end of each period. More...
AR Aging Composition — Displays total AR and AR by aging range, as of the end of the latest period in your analysis period. You can analyze AR by organization, customer, project type, project manager, or project. More...
AR Analysis — Displays the balance due for the individual invoices that are 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 project. More...
AR Invoice Detail — Tracks, by fiscal period, the transaction activity related to the invoices that are contributing to AR: invoice posting, receipts, adjustments, and discounts taken. It also displays the balance due and invoice age as of the end of each period. More...
Unbilled and DSO by Attribute — Displays AR, unbilled, and DSO as of the current date or the end of the latest period in your analysis period. You can analyze the data by organization, customer, project type, project manager, or project. More...
Trending DSO Detail — Displays the 90-day DSO value as of the end of each fiscal period in the analysis period, along with the amounts used to calculate that DSO value. More...
How to...
Specify the analysis period — Use the fiscal year, quarter, and period controls across the top of the tab to change the analysis period reflected in the analytics.
Filter by aging range — The Invoice Aging Ranges list displays the aging ranges for which an AR amount exists and the total AR amount for invoices that fall into each range. To focus on one range or a selected group of ranges, select them in this list.
Filter by organization or reorganization — Use the Owning Org or Owning Reorg list to filter the contents of the analytics by organization or reorganization.
one or more times to display the level of the organization or reorganization.
Filter by project and invoice attributes — Use the Additional Filters lists to filter the data in by any combination of project type, top-level project manager, customer type, sales territory, and invoice ID.
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To display the selected values in that case, click anywhere in the attribute
row.Filter by customer — Use the Customer list to filter the contents of the analytics by customer.
in the list title bar to search for it.Filter by top-level project — Use the Top Level Project list to filter the contents of the analytics by top-level project. You can list the projects by project name only or by project ID and name.