Top 10 AR Chart

The Top 10 AR chart displays the current AR, broken down by aging range, for the ten organizations, customers, project types, project managers, or top-level projects with the highest AR balances.

In this topic

Chart Format

Chart Data

User Options That Affect This Chart

Maximize the Chart

Focus the Chart

Display Data Point Information

Send the Chart Data to Excel

Other Chart Actions

Chart Format

Chart Item

Description

Horizontal axis: organizations, customers, project types, project managers, or projects

The horizontal axis displays the ten organizations, customers, project types, project managers, or top-level projects with the highest current AR balances.

By default, this chart displays AR balances for organizations. However, you can use the Cycle button () next to this axis to display top 10 AR balances for customers, project types, project managers, or projects.

Vertical axis: AR amounts

The vertical axis displays the range of AR amounts.

Stacked bars: AR amounts by aging range

On the stacked bar chart, each bar represents the total AR balance for the organization, customer, project type, project manager, or top-level project.

Each segment in a stacked bar represents the AR amount for one of the aging ranges.

Chart Data

Data Item

Description

Total AR amount for an organization, customer, project type, project manager, or project

The sum of invoice balances for that organization, customer, project type, project manager, or top-level project as of the current date.

AR amount for an aging range

The sum of invoice balances for that organization, customer, project type, project manager, or top-level project for invoices with an age in that aging range.

Total AR amount

The sum of invoice balances for all of the organizations, customers, project types, project managers, or top-level projects included on the chart.

For more information on AR data and how invoices are aged, see AR and DSO: Data Sources and AR and DSO: Key Concepts.

User Options That Affect the Chart

The following options on the User Options tab affect this chart:

For a description of how this option affects AR and DSO Analytics, see User Options That Affect AR and DSO.

Maximize the Chart

Click at the top right of the chart to display the chart at its maximum size. Click to restore the chart to its original size and location on the tab.

Focus the Chart

To focus the chart on a particular set of organizations, customers, project types, project managers, or top-level projects, click and drag the mouse pointer over the chart so that all of those bars are included in the green selection area. Illustration

To focus the chart on one or a few aging ranges, do either of the following:

It is much easier to make selections on the chart itself if you first maximize the chart.

To focus the chart on a more restricted analysis period, specify the analysis period using the analysis period bars at the top of the tab. Illustration

If you use any of the above actions to change the chart, Costpoint Analytics applies the same changes, as appropriate, to all other analytic objects.

Display Data Point Information

To see the exact AR amount for an organization, customer, project type, project manager, or top-level project for a specific aging range, position the mouse pointer over that segment in the bar. When you do, Costpoint Analytics displays the organization, customer, project type, or project manager, the aging range, and the AR amount in a data box. Illustration

It is much easier to position the mouse pointer over a narrow segment if you first maximize the chart.

Send the Chart Data to Excel

Click to send the data underlying the chart to Microsoft Excel. More...

Other Chart Actions

In addition to the actions described above, you can also do the following:

For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.