AR Analysis dashboard

The AR Analysis dashboard consists of KPIs for these metrics:

AR Invoice Amount
Payment Amount
Total Late Payments
Discounts Taken

Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

AR by State
Late Payments
Top 5 Customers by AR Invoice

Filters:

Company ID
Customer Name
Active Flag
AR Transaction Type (Default value = Invoice)
AR Status Type
Invoice Year (Default value = Current Year)
Year/Month
Year/Quarter
Customer Type