Credit & Collections Statistic Reporting

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Posted on by Wyman

Is there a report available to view all customers' statistics in summary? Currently, I can only view these statistics on the customer record. We need an easier way to view DSO for all customers.

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Dynamics 365 Finance

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Adis Super User 2025 Season 1 on at

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Credit & Collections Statistic Reporting

Hi,

Have you looked into customer aging snapshot?

Set up collections - Finance | Dynamics 365 | Microsoft Learn

Its a report that gives you information about all customers regarding collections. As the name indicates, its a snapshot you have to create. F.e. if you create a snapshot for June, 1st, it will give you information from the view of June 1st.

I am not sure if it gives you all the necessary information you need, but I think its worth taking a look.

Kind regards, Adis

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udaY-ch 4,743 on at

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Credit & Collections Statistic Reporting

Hi Wyman

There is no standard report which hold these informations. You have to create a customization for this requirement.

This is the class CredManCustStatisticsCalculator which is used behind the form part to get all the field values.

Thanks

Uday

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