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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit & Collections S...
Finance | Project Operations, Human Resources, ...
Answered

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.
 
Categories:
Dynamics 365 Finance
  • Adis Profile Picture
    Adis Super User 2025 Season 1 on at
    Credit & Collections Statistic Reporting
    Hi,
     
    Have you looked into customer aging snapshot?
     
    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

     

    If this helped, please mark it as "Verified" for others facing the same issue

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  • Verified answer
    udaY-ch Profile Picture
    udaY-ch 4,743 on at
    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
     
    If you found this answer helpful, kindly mark it as verified so it can assist others facing similar issues.

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