How to Create an Accounts Receivable Aging Dashboard

The Accounts Receivable Aging report or chart in the Dashboard shows who owes your organization money and how long they have owed it. This dashboard allows you to track cash flows, provide a quick overview to follow up with overdue accounts, and identify risky customers who delay payments.

To create an accounts receivable aging dashboard, do the following:

1. Navigate to Dashboards.

2. Click Add.

3. Drag and drop the Pie chart option onto the canvas. Alternatively, you can also use the Bar chart option.

4. Select and add the Company dimension to the X axis. Select the relevant dimension members.

5. Select and add the Account dimension to the Y axis. Select the relevant dimension members.

6. Select and add the Time dimension under Filter Dimensions. Select the relevant time period to view the accounts receivable aging data.

7. Enter a name for the dashboard.

8. Click Apply Changes.
   

9. Click Save. The dashboard shows data based on your selected company, account, and time filters.