This topic contains 2 replies, has 0 voices, and was last updated by al3xicon 8 years ago.

  • Author
    Posts
  • #8314

    jdelaney

    Hi, has anyone figured out how to get an Aging report in SuiteAnalytics?
    This is a cached copy. Click here to see the original post.

  • #8315

    chanarbon

    Once you know the account and the transaction types to deal with, you can perform a query joining Accounts and Transactions table but somehow will take time to generate the formula given that you can directly pull the report out of ODBC

  • #8316

    al3xicon

    jdelaney – I ended up created a custom record, and then using a scheduled script to log the results of an AR Aging by Sales Rep search I created, into the custom record once per week. I then pull that custom record table into my BI Application via ODBC/SuiteAnalytics, and I’m able to model the data that way. This gives me historical aging amounts by rep, which is helpful.

You must be logged in to reply to this topic.