Tableau Enterprise: AR Aging Today

_AR_Aging_Today: Tableau Enterprise Templates

This page describes DataSelf Enterprise’s customizable Tableau Templates for AR Aging Today.

KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Data Source measure (e.g., Cost of Sales from the _SI_SalesInvoice Data Source); a Data Source dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).

Dashboards

A Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.

Dashboard Naming Convention:

• “Tableau Workbook name (twb file)”: “Tableau Dashboard name (view name)”

• E.g., “- AR Aging: Customer” dashboard can be found in the “Customer” worksheet on the “- AR Aging.twb” workbook. In Tableau Server, search for “- AR Aging”, then click the “Customer” view.

Dashboard List (with screenshot examples)

– AR Aging: Cust Address (3 KPIs)
– AR Aging: Cust Salesperson (3 KPIs)
– AR Aging: Customer (3 KPIs)
– AR Aging: Overview (3 KPIs): This dashboard has three KPIs: 1) A color-coded Balance chart by Aging Bucket. 2) A grid with the Balance by Aging Bucket; 3) A grid with AR Aging details sorted by the Due Date.

– AR Aging: Salesperson (3 KPIs)
– AR Aging: Terms (3 KPIs)
– AR Balance: Acct Manager (3 KPIs)
– AR Balance: Aging (3 KPIs)
– AR Balance: Cust Address (3 KPIs)
– AR Balance: Customer (3 KPIs)
– AR Balance: Salesperson (3 KPIs)
– AR Balance: Terms (3 KPIs)
– AR Balance by Due Date: Aging (3 KPIs)
– AR Balance by Due Date: Cst Salesperson (3 KPIs)
– AR Balance by Due Date: Cust Address (3 KPIs)
– AR Balance by Due Date: Customer (3 KPIs)
– AR Balance by Due Date: Overview (3 KPIs)
– AR Balance by Due Date: Salesperson (3 KPIs)
– AR Balance by Due Date: Terms (3 KPIs)
– AR Balance by Month Due: Aging (3 KPIs)
– AR Balance by Month Due: Cust Address (3 KPIs)
– AR Balance by Month Due: Cust Salesperson (3 KPIs)
– AR Balance by Month Due: Customer (3 KPIs)
– AR Balance by Month Due: Overview (3 KPIs)
– AR Balance by Month Due: Salesperson (3 KPIs)
– AR Balance by Month Due: Terms (3 KPIs)
– AR Balance by Projected Payment Date: Aging (3 KPIs)
– AR Balance by Projected Payment Date: Cust Address (3 KPIs)
– AR Balance by Projected Payment Date: Cust Salesperson (3 KPIs)
– AR Balance by Projected Payment Date: Customer (3 KPIs): This dashboard has three KPIs: 1) A color-coded Projected Payment chart by expected payment date. 2) A grid with Balance by Customer; 3) A grid with details by projected payment date.

– AR Balance by Projected Payment Date: Overview (3 KPIs)
– AR Balance by Projected Payment Date: Salesperson (3 KPIs)
– AR Balance by Projected Payment Date: Terms (3 KPIs)
– AR Balance by Projected Payment Period: Aging (3 KPIs)
– AR Balance by Projected Payment Period: Cust Address (3 KPIs)
– AR Balance by Projected Payment Period: Cust Salesperson (3 KPIs)
– AR Balance by Projected Payment Period: Customer (3 KPIs)
– AR Balance by Projected Payment Period: Overview (3 KPIs)
– AR Balance by Projected Payment Period: Salesperson (3 KPIs)
– AR Balance by Projected Payment Period: Terms (3 KPIs)
– AR Cumulative Balance by Due Date: Aging (2 KPIs)
– AR Cumulative Balance by Due Date: Cust Address (2 KPIs)
– AR Cumulative Balance by Due Date: Cust Salesperson (2 KPIs)
– AR Cumulative Balance by Due Date: Customer (2 KPIs)
– AR Cumulative Balance by Due Date: Overview (2 KPIs)
– AR Cumulative Balance by Due Date: Salesperson (2 KPIs)
– AR Cumulative Balance by Due Date: Terms (2 KPIs)
– AR Cumulative Balance by Projected Payment Date: Aging (2 KPIs)
– AR Cumulative Balance by Projected Payment Date: Cust Address (2 KPIs)
– AR Cumulative Balance by Projected Payment Date: Cust Salesperson (2 KPIs)
– AR Cumulative Balance by Projected Payment Date: Customer (2 KPIs)
– AR Cumulative Balance by Projected Payment Date: Overview (2 KPIs)
– AR Cumulative Balance by Projected Payment Date: Salesperson (2 KPIs)
– AR Cumulative Balance by Projected Payment Date: Terms (2 KPIs)
– AR Discounts: Acct Manager (3 KPIs)
– AR Discounts: Cust Address (3 KPIs)
– AR Discounts: Customer (3 KPIs)
– AR Discounts: Salesperson (3 KPIs)
– AR Discounts: Terms (3 KPIs)
– AR Top Balances: Acct Manager (3 KPIs)
– AR Top Balances: Cust Address (3 KPIs)
– AR Top Balances: Customer (3 KPIs): This dashboard has three KPIs: 1) A chart with Top Customers by Balance sorted descending by Balance. 2) A grid with the Top Customers by Balance sorted alphabetically; 3) A grid with Open AR details for the Top Customers by Due Date.

– AR Top Balances: Overview (3 KPIs)
– AR Top Balances: Salesperson (3 KPIs)
– AR Top Credits: Cust Address (3 KPIs)
– AR Top Credits: Cust Salesperson (3 KPIs)
– AR Top Credits: Customer (3 KPIs)
– AR Top Credits: Overview (3 KPIs)
– AR Top Credits: Salesperson (3 KPIs)
– AR Top Discounts: Acct Manager (3 KPIs)
– AR Top Discounts: Cust Address (3 KPIs)
– AR Top Discounts: Customer (3 KPIs)
– AR Top Discounts: Overview (3 KPIs)
– AR Top Discounts: Salesperson (3 KPIs)
– DataSelf Analytics: AR High-Debt Geographies (5 KPIs)
– DataSelf Analytics: AR High-Risk Debt Customers (5 KPIs)
– DataSelf Analytics: AR Debt Global Console (7 KPIs): This dashboard has seven KPIs: 1) The Total Balance. 2) A color-coded Balance chart by AR Aging bucket. 3) A color-coded Balance chart by Salesperson in descending order by Balance; 4) A map with Balance color-coded pie charts by Region. 5) A color-coded Balance chart by Due Date; 6) A color-coded Balance chart by Debt Risk and Customer in descending order by Balance; 7) Balance details by Due Date and Aging bucket.

Reports

A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:

• Main report of a Workbook: “Tableau Workbook name (twb file)”

• Slices of the main report: “Tableau Workbook name (twb file)”: “Tableau Worksheet name (view name)”

• E.g.:

  • “Company - AR Aging” report can be found in the “Core” worksheet on the “Company - AR Aging.twb” workbook. In Tableau Server, search for “Company - AR Aging”, then click the “Core” view.

  • “Company - AR Aging: Customer” report can be found in the “Customer” worksheet on the “Company - AR Aging.twb” workbook. In Tableau Server, search for “Company - AR Aging”, then click the “Customer” view.

Report List (with screenshot examples)

Company - AR Accrued Balance by Due Date: Core (1 KPI)
Company - AR Accrued Balance by Due Date: Cust Address (1 KPI)
Company - AR Accrued Balance by Due Date: Cust Cat (1 KPI)
Company - AR Accrued Balance by Due Date: Customer (1 KPI)
Company - AR Accrued Balance by Due Date: Salesperson (1 KPI)
Company - AR Accrued Balance by Due Date: Terms (1 KPI)
Company - AR Aging: Core (1 KPI)
Company - AR Aging: Cust Address (1 KPI)
Company - AR Aging: Cust Cat (1 KPI)
Company - AR Aging: Customer (1 KPI)
Company - AR Aging: Not Paid Yesterday (1 KPI)
Company - AR Aging: Salesperson (1 KPI)
Company - AR Aging: Terms (1 KPI)
Company - AR Aging: Top Docs by Balance (1 KPI)
Company - AR Balance by Credit Limit: Core (1 KPI)
Company - AR Balance by Credit Limit: Cust Address (1 KPI)
Company - AR Balance by Credit Limit: Cust Cat (1 KPI)
Company - AR Balance by Credit Limit: Customer (1 KPI)
Company - AR Balance by Credit Limit: Not Paid Yesterday (1 KPI)
Company - AR Balance by Credit Limit: Salesperson (1 KPI)
Company - AR Balance by Credit Limit: Terms (1 KPI)
Company - AR Balance by Credit Limit: Top Docs by Balance (1 KPI)
Company - AR Balance by Due Date: Core (1 KPI)
Company - AR Balance by Due Date: Cust Address (1 KPI)
Company - AR Balance by Due Date: Cust Cat (1 KPI)
Company - AR Balance by Due Date: Customer (1 KPI)
Company - AR Balance by Due Date: Salesperson (1 KPI)
Company - AR Balance by Due Date: Terms (1 KPI)
Company - AR Balance by Month Due: Core (1 KPI)
Company - AR Balance by Month Due: Cust Address (1 KPI)
Company - AR Balance by Month Due: Cust Cat (1 KPI)
Company - AR Balance by Month Due: Customer (1 KPI)
Company - AR Balance by Month Due: Not Paid Yesterday (1 KPI)
Company - AR Balance by Month Due: Salesperson (1 KPI)
Company - AR Balance by Month Due: Terms (1 KPI)
Company - AR Balance by Month Due: Top Docs by Balance (1 KPI)
Company - AR Balance by Payment Terms: Core (1 KPI)
Company - AR Balance by Payment Terms: Cust Address (1 KPI)
Company - AR Balance by Payment Terms: Cust Cat (1 KPI)
Company - AR Balance by Payment Terms: Customer (1 KPI)
Company - AR Balance by Payment Terms: Salesperson (1 KPI)
Company - AR Balance by Projected Payment Date: Core (1 KPI)
Company - AR Balance by Projected Payment Date: Cust Address (1 KPI)
Company - AR Balance by Projected Payment Date: Cust Cat (1 KPI)
Company - AR Balance by Projected Payment Date: Customer (1 KPI)
Company - AR Balance by Projected Payment Date: Salesperson (1 KPI)
Company - AR Balance by Projected Payment Month: Core (1 KPI)
Company - AR Balance by Projected Payment Month: Cust Address (1 KPI)
Company - AR Balance by Projected Payment Month: Cust Cat (1 KPI)
Company - AR Balance by Projected Payment Month: Customer (1 KPI)
Company - AR Balance by Projected Payment Month: Salesperson (1 KPI)
Company - AR Balance by Projected Payment Month: Terms (1 KPI)
Company - AR Balance by Projected Payment Month: Top Docs by Balance (1 KPI)
Company - AR Balance by Upcoming Weeks: Core (1 KPI)
Company - AR Balance by Upcoming Weeks: Cust Address (1 KPI)
Company - AR Balance by Upcoming Weeks: Cust Cat (1 KPI)
Company - AR Balance by Upcoming Weeks: Customer (1 KPI)
Company - AR Balance by Upcoming Weeks: Salesperson (1 KPI)
Company - AR Balance by Upcoming Weeks: Terms (1 KPI)
Company - AR Balance in Upcoming Weeks: Core (1 KPI)
Company - AR Balance in Upcoming Weeks: Cust Address (1 KPI)
Company - AR Balance in Upcoming Weeks: Cust Cat (1 KPI)
Company - AR Balance in Upcoming Weeks: Customer (1 KPI)
Company - AR Balance in Upcoming Weeks: Salesperson (1 KPI)
Company - AR Balance in Upcoming Weeks: Terms (1 KPI)
Company - AR Discounted: Core (1 KPI)
Company - AR Discounted: Cust Address (1 KPI)
Company - AR Discounted: Cust Cat (1 KPI)
Company - AR Discounted: Customer (1 KPI)
Company - AR Discounted: Salesperson (1 KPI)
Company - AR Discounted: Terms (1 KPI)
Company - AR Open Receivables: Aging (1 KPI)
Company - AR Open Receivables: Core (1 KPI)
Company - AR Open Receivables: Cust Address (1 KPI)
Company - AR Open Receivables: Cust Cat (1 KPI): This report has one KPI: 1) A grid with the Balance, Paid, and Total Orig by Company and Cust Class.

Company - AR Open Receivables: Customer (1 KPI)
Company - AR Open Receivables: Salesperson (1 KPI)
Company - AR Open Receivables: Terms (1 KPI)
Company - AR Open Receivables Details: Core (1 KPI)
Company - AR Open Receivables Details: Cust Address (1 KPI)
Company - AR Open Receivables Details: Cust Cat (1 KPI)
Company - AR Open Receivables Details: Customer (1 KPI)
Company - AR Open Receivables Details: Salesperson (1 KPI)
Company - AR Open Receivables Details: Terms (1 KPI)
Company - AR Partially Paid: Core (1 KPI)
Company - AR Partially Paid: Cust Address (1 KPI)
Company - AR Partially Paid: Cust Cat (1 KPI)
Company - AR Partially Paid: Customer (1 KPI)
Company - AR Partially Paid: Salesperson (1 KPI)
Company - AR Stats: Core (1 KPI)
Company - AR Stats: Cust Address (1 KPI)
Company - AR Stats: Cust Cat (1 KPI)
Company - AR Stats: Customer (1 KPI)
Company - AR Stats: Salesperson (1 KPI)
Company - AR Stats: Terms (1 KPI)
Company - Past Due AR: Core (1 KPI)
Company - Past Due AR: Cust Address (1 KPI)
Company - Past Due AR: Cust Cat (1 KPI)
Company - Past Due AR: Customer (1 KPI)
Company - Past Due AR: Not Paid Yesterday (1 KPI)
Company - Past Due AR: Salesperson (1 KPI)
Company - Past Due AR: Terms (1 KPI)
Company - Past Due AR: Top Docs by Balance (1 KPI)
Company - Past Due AR Stats: Core (1 KPI)
Company - Past Due AR Stats: Cust Address (1 KPI)
Company - Past Due AR Stats: Cust Cat (1 KPI)
Company - Past Due AR Stats: Salesperson (1 KPI)
Company - Past Due AR Stats: Terms (1 KPI)
Cust Address - AR Accrued Balance by Due Date: Core (1 KPI)
Cust Address - AR Accrued Balance by Due Date: Cust Cat (1 KPI)
Cust Address - AR Accrued Balance by Due Date: Customer (1 KPI)
Cust Address - AR Accrued Balance by Due Date: Not Paid Yesterday (1 KPI)
Cust Address - AR Accrued Balance by Due Date: Salesperson (1 KPI)
Cust Address - AR Accrued Balance by Due Date: Terms (1 KPI)
Cust Address - AR Accrued Balance by Due Date: Top Docs by Balance (1 KPI)
Cust Address - AR Aging: Core (1 KPI)
Cust Address - AR Aging: Cust Cat (1 KPI)
Cust Address - AR Aging: Customer (1 KPI)
Cust Address - AR Aging: Not Paid Yesterday (1 KPI)
Cust Address - AR Aging: Salesperson (1 KPI)
Cust Address - AR Aging: Terms (1 KPI)
Cust Address - AR Aging: Top Docs by Balance (1 KPI)
Cust Address - AR Balance by Credit Limit: Core (1 KPI)
Cust Address - AR Balance by Credit Limit: Cust Cat (1 KPI)
Cust Address - AR Balance by Credit Limit: Customer (1 KPI)
Cust Address - AR Balance by Credit Limit: Salesperson (1 KPI)
Cust Address - AR Balance by Credit Limit: Terms (1 KPI)
Cust Address - AR Balance by Due Date: Core (1 KPI)
Cust Address - AR Balance by Due Date: Customer (1 KPI)
Cust Address - AR Balance by Due Date: Salesperson (1 KPI)
Cust Address - AR Balance by Due Date: Terms (1 KPI)
Cust Address - AR Balance by Month Due: Core (1 KPI)
Cust Address - AR Balance by Month Due: Customer (1 KPI)
Cust Address - AR Balance by Month Due: Salesperson (1 KPI)
Cust Address - AR Balance by Month Due: Terms (1 KPI)
Cust Address - AR Balance by Payment Terms: Core (1 KPI)
Cust Address - AR Balance by Payment Terms: Cust Cat (1 KPI)
Cust Address - AR Balance by Payment Terms: Customer (1 KPI)
Cust Address - AR Balance by Payment Terms: Salesperson (1 KPI)
Cust Address - AR Balance by Projected Payment Date: Core (1 KPI)
Cust Address - AR Balance by Projected Payment Date: Cust Cat (1 KPI)
Cust Address - AR Balance by Projected Payment Date: Customer (1 KPI)
Cust Address - AR Balance by Projected Payment Date: Salesperson (1 KPI)
Cust Address - AR Balance by Projected Payment Date: Terms (1 KPI)
Cust Address - AR Balance by Projected Payment Month: Core (1 KPI)
Cust Address - AR Balance by Projected Payment Month: Cust Cat (1 KPI)
Cust Address - AR Balance by Projected Payment Month: Customer (1 KPI)
Cust Address - AR Balance by Projected Payment Month: Salesperson (1 KPI)
Cust Address - AR Balance in Upcoming Weeks: Core (1 KPI)
Cust Address - AR Balance in Upcoming Weeks: Cust Cat (1 KPI)
Cust Address - AR Balance in Upcoming Weeks: Customer (1 KPI)
Cust Address - AR Balance in Upcoming Weeks: Salesperson (1 KPI)
Cust Address - AR Balance in Upcoming Weeks: Terms (1 KPI)
Cust Address - AR Discounted: Core (1 KPI)
Cust Address - AR Discounted: Cust Cat (1 KPI)
Cust Address - AR Discounted: Salesperson (1 KPI)
Cust Address - AR Open Receivables: Aging (1 KPI)
Cust Address - AR Open Receivables: Core (1 KPI)
Cust Address - AR Open Receivables: Cust Cat (1 KPI)
Cust Address - AR Open Receivables: Customer (1 KPI)
Cust Address - AR Open Receivables: Salesperson (1 KPI)
Cust Address - AR Open Receivables: Terms (1 KPI)
Cust Address - AR Open Receivables Details: Core (1 KPI)
Cust Address - AR Open Receivables Details: Cust Cat (1 KPI)
Cust Address - AR Open Receivables Details: Customer (1 KPI)
Cust Address - AR Open Receivables Details: Salesperson (1 KPI)
Cust Address - AR Open Receivables Details: Terms (1 KPI)
Cust Address - AR Partially Paid: Core (1 KPI)
Cust Address - AR Partially Paid: Cust Cat (1 KPI)
Cust Address - AR Partially Paid: Customer (1 KPI)
Cust Address - AR Partially Paid: Salesperson (1 KPI)
Cust Address - AR Stats: Core (1 KPI)
Cust Address - AR Stats: Cust Cat (1 KPI)
Cust Address - AR Stats: Customer (1 KPI)
Cust Address - AR Stats: Salesperson (1 KPI)
Cust Address - AR Stats: Terms (1 KPI)
Cust Address - Past Due AR: Core (1 KPI)
Cust Address - Past Due AR: Cust Cat (1 KPI)
Cust Address - Past Due AR: Customer (1 KPI)
Cust Address - Past Due AR: Salesperson (1 KPI)
Cust Address - Past Due AR: Terms (1 KPI)
Cust Address - Past Due AR Stats: Core (1 KPI)
Cust Address - Past Due AR Stats: Cust Cat (1 KPI)
Cust Address - Past Due AR Stats: Salesperson (1 KPI): This report has one KPI: 1) A grid with the Balance by Country, State, and Salesperson by AR Aging Bucket.

Cust Address - Past Due AR Stats: Terms (1 KPI)
Cust Cat - AR Accrued Balance by Due Date: Core (1 KPI)
Cust Cat - AR Accrued Balance by Due Date: Cust Address (1 KPI)
Cust Cat - AR Accrued Balance by Due Date: Customer (1 KPI)
Cust Cat - AR Accrued Balance by Due Date: Salesperson (1 KPI)
Cust Cat - AR Accrued Balance by Due Date: Terms (1 KPI)
Cust Cat - AR Aging: Core (1 KPI)
Cust Cat - AR Aging: Cust Address (1 KPI)
Cust Cat - AR Aging: Customer (1 KPI)
Cust Cat - AR Aging: Not Paid Yesterday (1 KPI)
Cust Cat - AR Aging: Salesperson (1 KPI)
Cust Cat - AR Aging: Terms (1 KPI)
Cust Cat - AR Aging: Top Docs by Balance (1 KPI)
Cust Cat - AR Balance by Credit Limit: Core (1 KPI)
Cust Cat - AR Balance by Credit Limit: Cust Address (1 KPI)
Cust Cat - AR Balance by Credit Limit: Customer (1 KPI)
Cust Cat - AR Balance by Credit Limit: Salesperson (1 KPI)
Cust Cat - AR Balance by Credit Limit: Terms (1 KPI)
Cust Cat - AR Balance by Due Date: Core (1 KPI)
Cust Cat - AR Balance by Due Date: Cust Address (1 KPI)
Cust Cat - AR Balance by Due Date: Customer (1 KPI)
Cust Cat - AR Balance by Due Date: Salesperson (1 KPI)
Cust Cat - AR Balance by Due Date: Terms (1 KPI)
Cust Cat - AR Balance by Month Due: Core (1 KPI)
Cust Cat - AR Balance by Month Due: Cust Address (1 KPI)
Cust Cat - AR Balance by Month Due: Customer (1 KPI)
Cust Cat - AR Balance by Month Due: Salesperson (1 KPI)
Cust Cat - AR Balance by Month Due: Terms (1 KPI)
Cust Cat - AR Balance by Payment Terms: Core (1 KPI)
Cust Cat - AR Balance by Payment Terms: Cust Address (1 KPI)
Cust Cat - AR Balance by Payment Terms: Customer (1 KPI)
Cust Cat - AR Balance by Payment Terms: Salesperson (1 KPI)
Cust Cat - AR Balance by Projected Payment Date: Core (1 KPI)
Cust Cat - AR Balance by Projected Payment Date: Cust Address (1 KPI)
Cust Cat - AR Balance by Projected Payment Date: Customer (1 KPI)
Cust Cat - AR Balance by Projected Payment Date: Salesperson (1 KPI)
Cust Cat - AR Balance by Projected Payment Month: Core (1 KPI)
Cust Cat - AR Balance by Projected Payment Month: Cust Address (1 KPI)
Cust Cat - AR Balance by Projected Payment Month: Customer (1 KPI)
Cust Cat - AR Balance by Projected Payment Month: Salesperson (1 KPI)
Cust Cat - AR Balance by Projected Payment Month: Terms (1 KPI)
Cust Cat - AR Balance in Upcoming Weeks: Core (1 KPI)
Cust Cat - AR Balance in Upcoming Weeks: Cust Address (1 KPI)
Cust Cat - AR Balance in Upcoming Weeks: Customer (1 KPI)
Cust Cat - AR Balance in Upcoming Weeks: Salesperson (1 KPI)
Cust Cat - AR Balance in Upcoming Weeks: Terms (1 KPI)
Cust Cat - AR Discounted: Core (1 KPI)
Cust Cat - AR Discounted: Cust Address (1 KPI)
Cust Cat - AR Discounted: Salesperson (1 KPI)
Cust Cat - AR Open Receivables: Aging (1 KPI)
Cust Cat - AR Open Receivables: Core (1 KPI)
Cust Cat - AR Open Receivables: Cust Address (1 KPI)
Cust Cat - AR Open Receivables: Customer (1 KPI)
Cust Cat - AR Open Receivables: Salesperson (1 KPI)
Cust Cat - AR Open Receivables: Terms (1 KPI)
Cust Cat - AR Open Receivables Details: Core (1 KPI)
Cust Cat - AR Open Receivables Details: Cust Address (1 KPI)
Cust Cat - AR Open Receivables Details: Customer (1 KPI)
Cust Cat - AR Open Receivables Details: Salesperson (1 KPI)
Cust Cat - AR Open Receivables Details: Terms (1 KPI)
Cust Cat - AR Partially Paid: Core (1 KPI)
Cust Cat - AR Partially Paid: Cust Address (1 KPI)
Cust Cat - AR Partially Paid: Customer (1 KPI)
Cust Cat - AR Partially Paid: Salesperson (1 KPI)
Cust Cat - AR Stats: Core (1 KPI)
Cust Cat - AR Stats: Cust Address (1 KPI)
Cust Cat - AR Stats: Customer (1 KPI)
Cust Cat - AR Stats: Salesperson (1 KPI)
Cust Cat - AR Stats: Terms (1 KPI)
Cust Cat - Past Due AR: Core (1 KPI)
Cust Cat - Past Due AR: Cust Address (1 KPI)
Cust Cat - Past Due AR: Customer (1 KPI)
Cust Cat - Past Due AR: Salesperson (1 KPI)
Cust Cat - Past Due AR: Terms (1 KPI)
Cust Cat - Past Due AR Stats: Core (1 KPI)
Cust Cat - Past Due AR Stats: Cust Address (1 KPI)
Cust Cat - Past Due AR Stats: Salesperson (1 KPI)
Cust Cat - Past Due AR Stats: Terms (1 KPI)
Customer - AR Accrued Balance by Due Date: Company (1 KPI)
Customer - AR Accrued Balance by Due Date: Core (1 KPI)
Customer - AR Accrued Balance by Due Date: Cust Cat (1 KPI)
Customer - AR Accrued Balance by Due Date: Salesperson (1 KPI)
Customer - AR Accrued Balance by Due Date: Terms (1 KPI)
Customer - AR Aging: Company (1 KPI)
Customer - AR Aging: Core (1 KPI)
Customer - AR Aging: Cust Cat (1 KPI)
Customer - AR Aging: Not Paid Yesterday (1 KPI)
Customer - AR Aging: Salesperson (1 KPI)
Customer - AR Aging: Terms (1 KPI)
Customer - AR Aging: Top Docs by Balance (1 KPI)
Customer - AR Balance by Credit Limit: Company (1 KPI)
Customer - AR Balance by Credit Limit: Core (1 KPI)
Customer - AR Balance by Credit Limit: Cust Cat (1 KPI)
Customer - AR Balance by Credit Limit: Salesperson (1 KPI)
Customer - AR Balance by Credit Limit: Terms (1 KPI)
Customer - AR Balance by Due Date: Company (1 KPI)
Customer - AR Balance by Due Date: Core (1 KPI): This report has one KPI: 1) A grid with the Balance by Customer and Due Date.

Customer - AR Balance by Due Date: Cust Cat (1 KPI)
Customer - AR Balance by Due Date: Salesperson (1 KPI)
Customer - AR Balance by Due Date: Terms (1 KPI)
Customer - AR Balance by Month Due: Company (1 KPI)
Customer - AR Balance by Month Due: Core (1 KPI)
Customer - AR Balance by Month Due: Cust Cat (1 KPI)
Customer - AR Balance by Month Due: Salesperson (1 KPI)
Customer - AR Balance by Month Due: Terms (1 KPI)
Customer - AR Balance by Payment Terms: Company (1 KPI)
Customer - AR Balance by Payment Terms: Core (1 KPI)
Customer - AR Balance by Payment Terms: Cust Cat (1 KPI)
Customer - AR Balance by Payment Terms: Salesperson (1 KPI)
Customer - AR Balance by Projected Payment Date: Company (1 KPI)
Customer - AR Balance by Projected Payment Date: Core (1 KPI)
Customer - AR Balance by Projected Payment Date: Cust Cat (1 KPI)
Customer - AR Balance by Projected Payment Date: Salesperson (1 KPI)
Customer - AR Balance by Projected Payment Date: Terms (1 KPI)
Customer - AR Balance by Projected Payment Month: Company (1 KPI)
Customer - AR Balance by Projected Payment Month: Core (1 KPI)
Customer - AR Balance by Projected Payment Month: Cust Cat (1 KPI)
Customer - AR Balance by Projected Payment Month: Salesperson (1 KPI)
Customer - AR Balance in Upcoming Weeks: Company (1 KPI)
Customer - AR Balance in Upcoming Weeks: Core (1 KPI)
Customer - AR Balance in Upcoming Weeks: Cust Cat (1 KPI)
Customer - AR Balance in Upcoming Weeks: Salesperson (1 KPI)
Customer - AR Balance in Upcoming Weeks: Terms (1 KPI)
Customer - AR Discounted: Core (1 KPI)
Customer - AR Discounted: Cust Cat (1 KPI)
Customer - AR Discounted: Salesperson (1 KPI)
Customer - AR Discounted: Terms (1 KPI)
Customer - AR Open Receivables: Aging (1 KPI)
Customer - AR Open Receivables: Company (1 KPI)
Customer - AR Open Receivables: Core (1 KPI)
Customer - AR Open Receivables: Cust Cat (1 KPI)
Customer - AR Open Receivables: Salesperson (1 KPI)
Customer - AR Open Receivables: Terms (1 KPI)
Customer - AR Open Receivables Details: Company (1 KPI)
Customer - AR Open Receivables Details: Core (1 KPI)
Customer - AR Open Receivables Details: Cust Cat (1 KPI)
Customer - AR Open Receivables Details: Salesperson (1 KPI)
Customer - AR Open Receivables Details: Terms (1 KPI)
Customer - AR Partially Paid: Company (1 KPI)
Customer - AR Partially Paid: Core (1 KPI)
Customer - AR Partially Paid: Cust Cat (1 KPI)
Customer - AR Partially Paid: Salesperson (1 KPI)
Customer - AR Partially Paid: Terms (1 KPI)
Customer - AR Stats: Company (1 KPI)
Customer - AR Stats: Core (1 KPI): This report has one KPI: 1) A grid with AR Stats by Customer.

Customer - AR Stats: Cust Cat (1 KPI)
Customer - AR Stats: Salesperson (1 KPI)
Customer - AR Stats: Terms (1 KPI)
Customer - Past Due AR: Company (1 KPI)
Customer - Past Due AR: Core (1 KPI)
Customer - Past Due AR: Cust Cat (1 KPI)
Customer - Past Due AR: Salesperson (1 KPI)
Customer - Past Due AR Stats: Core (1 KPI)
Customer - Past Due AR Stats: Cust Cat (1 KPI)
Customer - Past Due AR Stats: Salesperson (1 KPI)
Customer - Past Due AR Stats: Terms (1 KPI)
QA - QA AR Aging Today: Aging (1 KPI)
QA - QA AR Aging Today: Company (1 KPI)
QA - QA AR Aging Today: Cust Address (1 KPI)
QA - QA AR Aging Today: Cust Cat (1 KPI)
QA - QA AR Aging Today: Customer (1 KPI)
QA - QA AR Aging Today: Salesperson (1 KPI)
QA - QA AR Aging Today: Terms (1 KPI)
QA - QA AR Aging Today Multicurrency Balances: Aging (1 KPI)
QA - QA AR Aging Today Multicurrency Balances: Company (1 KPI)
QA - QA AR Aging Today Multicurrency Balances: Cust Address (1 KPI)
QA - QA AR Aging Today Multicurrency Balances: Cust Cat (1 KPI)
QA - QA AR Aging Today Multicurrency Balances: Customer (1 KPI)
QA - QA AR Aging Today Multicurrency Balances: Salesperson (1 KPI)
QA - QA AR Aging Today Multicurrency Balances: Terms (1 KPI)
Salesperson - AR Accrued Balance by Due Date: Company (1 KPI)
Salesperson - AR Accrued Balance by Due Date: Core (1 KPI)
Salesperson - AR Accrued Balance by Due Date: Cust Address (1 KPI)
Salesperson - AR Accrued Balance by Due Date: Cust Cat (1 KPI)
Salesperson - AR Accrued Balance by Due Date: Customer (1 KPI)
Salesperson - AR Accrued Balance by Due Date: Terms (1 KPI)
Salesperson - AR Aging: Company (1 KPI)
Salesperson - AR Aging: Core (1 KPI)
Salesperson - AR Aging: Cust Address (1 KPI)
Salesperson - AR Aging: Cust Cat (1 KPI)
Salesperson - AR Aging: Customer (1 KPI)
Salesperson - AR Aging: Not Paid Yesterday (1 KPI)
Salesperson - AR Aging: Terms (1 KPI)
Salesperson - AR Aging: Top Docs by Balance (1 KPI)
Salesperson - AR Balance by Credit Limit: Company (1 KPI)
Salesperson - AR Balance by Credit Limit: Core (1 KPI)
Salesperson - AR Balance by Credit Limit: Cust Address (1 KPI)
Salesperson - AR Balance by Credit Limit: Cust Cat (1 KPI)
Salesperson - AR Balance by Credit Limit: Customer (1 KPI)
Salesperson - AR Balance by Credit Limit: Terms (1 KPI)
Salesperson - AR Balance by Due Date: Company (1 KPI)
Salesperson - AR Balance by Due Date: Core (1 KPI)
Salesperson - AR Balance by Due Date: Cust Address (1 KPI)
Salesperson - AR Balance by Due Date: Cust Cat (1 KPI)
Salesperson - AR Balance by Due Date: Customer (1 KPI)
Salesperson - AR Balance by Due Date: Terms (1 KPI)
Salesperson - AR Balance by Month Due: Company (1 KPI)
Salesperson - AR Balance by Month Due: Core (1 KPI)
Salesperson - AR Balance by Month Due: Cust Address (1 KPI)
Salesperson - AR Balance by Month Due: Cust Cat (1 KPI)
Salesperson - AR Balance by Month Due: Customer (1 KPI)
Salesperson - AR Balance by Month Due: Terms (1 KPI)
Salesperson - AR Balance by Payment Terms: Company (1 KPI)
Salesperson - AR Balance by Payment Terms: Core (1 KPI)
Salesperson - AR Balance by Payment Terms: Cust Address (1 KPI)
Salesperson - AR Balance by Payment Terms: Cust Cat (1 KPI)
Salesperson - AR Balance by Payment Terms: Customer (1 KPI)
Salesperson - AR Balance by Projected Payment Date: Company (1 KPI)
Salesperson - AR Balance by Projected Payment Date: Core (1 KPI)
Salesperson - AR Balance by Projected Payment Date: Cust Address (1 KPI)
Salesperson - AR Balance by Projected Payment Date: Cust Cat (1 KPI)
Salesperson - AR Balance by Projected Payment Date: Customer (1 KPI)
Salesperson - AR Balance by Projected Payment Date: Terms (1 KPI)
Salesperson - AR Balance by Projected Payment Month: Company (1 KPI)
Salesperson - AR Balance by Projected Payment Month: Core (1 KPI)
Salesperson - AR Balance by Projected Payment Month: Cust Address (1 KPI)
Salesperson - AR Balance by Projected Payment Month: Cust Cat (1 KPI)
Salesperson - AR Balance by Projected Payment Month: Customer (1 KPI)
Salesperson - AR Balance by Projected Payment Month: Terms (1 KPI)
Salesperson - AR Balance in Upcoming Weeks: Company (1 KPI)
Salesperson - AR Balance in Upcoming Weeks: Core (1 KPI)
Salesperson - AR Balance in Upcoming Weeks: Cust Address (1 KPI)
Salesperson - AR Balance in Upcoming Weeks: Cust Cat (1 KPI)
Salesperson - AR Balance in Upcoming Weeks: Customer (1 KPI)
Salesperson - AR Balance in Upcoming Weeks: Terms (1 KPI)
Salesperson - AR Discounted: Company (1 KPI)
Salesperson - AR Discounted: Core (1 KPI)
Salesperson - AR Discounted: Cust Address (1 KPI)
Salesperson - AR Discounted: Cust Cat (1 KPI)
Salesperson - AR Discounted: Terms (1 KPI)
Salesperson - AR Open Receivables: Aging (1 KPI)
Salesperson - AR Open Receivables: Company (1 KPI)
Salesperson - AR Open Receivables: Core (1 KPI)
Salesperson - AR Open Receivables: Cust Address (1 KPI)
Salesperson - AR Open Receivables: Cust Cat (1 KPI)
Salesperson - AR Open Receivables: Customer (1 KPI)
Salesperson - AR Open Receivables: Terms (1 KPI)
Salesperson - AR Open Receivables Details: Company (1 KPI)
Salesperson - AR Open Receivables Details: Core (1 KPI)
Salesperson - AR Open Receivables Details: Cust Address (1 KPI)
Salesperson - AR Open Receivables Details: Cust Cat (1 KPI)
Salesperson - AR Open Receivables Details: Customer (1 KPI)
Salesperson - AR Open Receivables Details: Terms (1 KPI)
Salesperson - AR Partially Paid: Company (1 KPI)
Salesperson - AR Partially Paid: Core (1 KPI)
Salesperson - AR Partially Paid: Cust Address (1 KPI)
Salesperson - AR Partially Paid: Cust Cat (1 KPI)
Salesperson - AR Partially Paid: Customer (1 KPI): This report has one KPI: 1) A grid with Salesperson and Customer with partially paid AR Invoices.

Salesperson - AR Partially Paid: Terms (1 KPI)
Salesperson - AR Stats: Company (1 KPI)
Salesperson - AR Stats: Core (1 KPI)
Salesperson - AR Stats: Cust Address (1 KPI)
Salesperson - AR Stats: Cust Cat (1 KPI)
Salesperson - AR Stats: Customer (1 KPI)
Salesperson - AR Stats: Terms (1 KPI)
Salesperson - Past Due AR: Company (1 KPI)
Salesperson - Past Due AR: Core (1 KPI)
Salesperson - Past Due AR: Cust Address (1 KPI)
Salesperson - Past Due AR: Cust Cat (1 KPI)
Salesperson - Past Due AR: Customer (1 KPI)
Salesperson - Past Due AR: Terms (1 KPI)
Salesperson - Past Due AR Stats: Company (1 KPI)
Salesperson - Past Due AR Stats: Core (1 KPI)
Salesperson - Past Due AR Stats: Cust Address (1 KPI)
Salesperson - Past Due AR Stats: Cust Cat (1 KPI)
Salesperson - Past Due AR Stats: Terms (1 KPI)
Terms - AR Accrued Balance by Due Date: Core (1 KPI)
Terms - AR Accrued Balance by Due Date: Cust Address (1 KPI)
Terms - AR Accrued Balance by Due Date: Cust Cat (1 KPI)
Terms - AR Accrued Balance by Due Date: Customer (1 KPI)
Terms - AR Accrued Balance by Due Date: Salesperson (1 KPI)
Terms - AR Aging: Core (1 KPI)
Terms - AR Aging: Cust Address (1 KPI)
Terms - AR Aging: Cust Cat (1 KPI)
Terms - AR Aging: Customer (1 KPI)
Terms - AR Aging: Not Paid Yesterday (1 KPI)
Terms - AR Aging: Salesperson (1 KPI)
Terms - AR Aging: Top Docs by Balance (1 KPI)
Terms - AR Balance by Credit Limit: Core (1 KPI)
Terms - AR Balance by Credit Limit: Cust Address (1 KPI)
Terms - AR Balance by Credit Limit: Cust Cat (1 KPI)
Terms - AR Balance by Credit Limit: Customer (1 KPI)
Terms - AR Balance by Credit Limit: Salesperson (1 KPI)
Terms - AR Balance by Due Date: Core (1 KPI)
Terms - AR Balance by Due Date: Cust Address (1 KPI)
Terms - AR Balance by Due Date: Cust Cat (1 KPI)
Terms - AR Balance by Due Date: Customer (1 KPI)
Terms - AR Balance by Due Date: Salesperson (1 KPI)
Terms - AR Balance by Month Due: Core (1 KPI)
Terms - AR Balance by Month Due: Cust Address (1 KPI)
Terms - AR Balance by Month Due: Cust Cat (1 KPI)
Terms - AR Balance by Month Due: Customer (1 KPI)
Terms - AR Balance by Month Due: Salesperson (1 KPI)
Terms - AR Balance by Payment Terms: Core (1 KPI)
Terms - AR Balance by Payment Terms: Cust Address (1 KPI)
Terms - AR Balance by Payment Terms: Cust Cat (1 KPI)
Terms - AR Balance by Payment Terms: Customer (1 KPI)
Terms - AR Balance by Payment Terms: Salesperson (1 KPI)
Terms - AR Balance by Projected Payment Date: Core (1 KPI)
Terms - AR Balance by Projected Payment Date: Cust Address (1 KPI)
Terms - AR Balance by Projected Payment Date: Cust Cat (1 KPI)
Terms - AR Balance by Projected Payment Date: Customer (1 KPI)
Terms - AR Balance by Projected Payment Date: Salesperson (1 KPI)
Terms - AR Balance by Projected Payment Month: Core (1 KPI)
Terms - AR Balance by Projected Payment Month: Cust Address (1 KPI)
Terms - AR Balance by Projected Payment Month: Cust Cat (1 KPI)
Terms - AR Balance by Projected Payment Month: Customer (1 KPI)
Terms - AR Balance by Projected Payment Month: Salesperson (1 KPI)
Terms - AR Balance in Upcoming Weeks: Core (1 KPI)
Terms - AR Balance in Upcoming Weeks: Cust Address (1 KPI)
Terms - AR Balance in Upcoming Weeks: Cust Cat (1 KPI)
Terms - AR Balance in Upcoming Weeks: Customer (1 KPI)
Terms - AR Balance in Upcoming Weeks: Salesperson (1 KPI)
Terms - AR Discounted: Core (1 KPI)
Terms - AR Discounted: Cust Address (1 KPI)
Terms - AR Discounted: Cust Cat (1 KPI)
Terms - AR Discounted: Salesperson (1 KPI)
Terms - AR Open Receivables: Aging (1 KPI)
Terms - AR Open Receivables: Core (1 KPI)
Terms - AR Open Receivables: Cust Address (1 KPI)
Terms - AR Open Receivables: Cust Cat (1 KPI)
Terms - AR Open Receivables: Customer (1 KPI)
Terms - AR Open Receivables: Salesperson (1 KPI)
Terms - AR Open Receivables Details: Core (1 KPI)
Terms - AR Open Receivables Details: Cust Address (1 KPI)
Terms - AR Open Receivables Details: Cust Cat (1 KPI)
Terms - AR Open Receivables Details: Customer (1 KPI)
Terms - AR Open Receivables Details: Salesperson (1 KPI)
Terms - AR Partially Paid: Core (1 KPI)
Terms - AR Partially Paid: Cust Address (1 KPI)
Terms - AR Partially Paid: Cust Cat (1 KPI)
Terms - AR Partially Paid: Customer (1 KPI)
Terms - AR Partially Paid: Salesperson (1 KPI)
Terms - AR Stats: Core (1 KPI)
Terms - AR Stats: Cust Address (1 KPI)
Terms - AR Stats: Cust Cat (1 KPI)
Terms - AR Stats: Customer (1 KPI)
Terms - AR Stats: Salesperson (1 KPI)
Terms - Past Due AR: Core (1 KPI)
Terms - Past Due AR: Cust Address (1 KPI)
Terms - Past Due AR: Cust Cat (1 KPI)
Terms - Past Due AR: Customer (1 KPI)
Terms - Past Due AR: Salesperson (1 KPI)
Terms - Past Due AR Stats: Core (1 KPI)
Terms - Past Due AR Stats: Cust Address (1 KPI)
Terms - Past Due AR Stats: Cust Cat (1 KPI)
Terms - Past Due AR Stats: Salesperson (1 KPI)

Data Source

Data Sources allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Data Source will contain data from your Accounts Receivable system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).

A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).

Subject to change without notice. The actual templates can be slightly different than the documented ones.