Presentment Analysis

The Presentment Analysis dashboard provides an analysis of the timely Customer payments and the reminders sent via various correspondence methods.

For more details, refer to Viewing Dashboards.

Widget 1 - Correspondence Count

The Correspondence Count widget displays a bar chart of correspondence categories and the respective payments count.

Hovering over the series displays a tooltip of the correspondence category and the respective Payment count.

Widget 2 - Correspondence Trend

The Correspondence Trend widget displays a spline chart of the monthly trend of the payments volume segregated into correspondence categories.

Hovering over the series displays a tooltip of the date on X-axis and the respective payments count in the correspondence categories.

Widget 3 - Correspondence Status

The Correspondence Status widget displays a bar chart of the payments correspondence status.

Hovering over the series displays a tooltip of the correspondence status and the respective Payment count.

Widget 4 - Grid

The grid displays the entire data considered for the computation of metrics in the dashboard. Click the download icon to export the data as a CSV file in your local system.

Out-of-the-Box Features

The Out-of-the-Box features and functionalities of the dashboard are as follows:

• Cross Filtering - Slices and dices between multiple dimensions. For example, clicking a correspondence type or status (bar graph) filters the entire data of dashboard for that category.

• Standard Out-of-the-Box Filters - Filters the entire report based on Company Code.

• Kebab Menu - Click this icon to access options such as download, schedule, and mark the report as favorite. For more details, refer to Using Kebab Menu Options.