Add AR Aging Summary Report to Home Dashboard
Published on
August 31, 2023 at 11:03:42 AM PDT August 31, 2023 at 11:03:42 AM PDTst, August 31, 2023 at 11:03:42 AM PDT
Scenario
The only way to add the AR aging summary report to Home Dashboard portlet is by way of creating a standard KPI - Receivables. The KPI provides a link to the report. When you click on Today in the KPI, the AR aging summary report opens. The report is not available as a snapshot.
Solution
Following are steps to add this report through the Receivables KPI.
Navigate toHome>Dashboard>Settingssection > ClickPersonalize
UnderStandard Content, chooseKey Performance Indicators
On theKey Performance Indicatorsportlet > click on backward pointing arrow >Setup
Click onAdd Standard KPIsbutton
ChooseReceivablesfrom the List
On theCompare Range column, choose a period to compare today's Open receivables
ClickSave
Once the Receivables KPI is added to the Key Performance Indicators portlet, clicking onTodayopens the AR aging Summary report as of today
We may only add Standard AR Aging Summary on KPIs. This is still logged as an enhancement in the system (Enhancement #93978: Key Performance Indicator > Use Custom Reports or Saved Reports)