web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

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

Credit & Collections Statistic Reporting

(3) ShareShare
ReportReport
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
I have the same question (0)
  • Verified answer
    udaY-ch Profile Picture
    udaY-ch on at
    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.
  • Adis Profile Picture
    Adis Super User 2025 Season 2 on at
    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

    Keep in mind that it is possible to mark more than one answer as verified

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Announcing our 2025 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans