Add AR Aging Summary Report to Home Dashboard

Written by
Pattranit Lakhan
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.

  1. Navigate toHome>Dashboard>Settingssection > ClickPersonalize

  2. UnderStandard Content, chooseKey Performance Indicators

  3. On theKey Performance Indicatorsportlet > click on backward pointing arrow >Setup

  4. Click onAdd Standard KPIsbutton

  5. ChooseReceivablesfrom the List

  6. On theCompare Range column, choose a period to compare today's Open receivables

  7. ClickSave

  8. Once the Receivables KPI is added to the Key Performance Indicators portlet, clicking onTodayopens the AR aging Summary report as of today

An enhancement request has been filed previously to address this limitation (Enhancement # 502679: Home > Dashboard > Reports Snapshot > Customer By Balance > Expose all columns found on AR Aging Summary). You may file an online case to vote for this enhancement or you may visit SuiteIdeas to directly cast your vote.

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)