Reporting
Reading reports and dashboards
Read dashboard KPIs, aging balances, exposure by entity, recent activity, and visual/table report modes.
Walkthrough
- Start with dashboard KPIs
Use open balance, used amount, entities, and recently changed records to spot areas that need review.
- Use aging for follow-up
Aging balances help identify older open balances that may need usage, adjustment, or dispute context.
- Use exposure by entity
Exposure views show which entities are most involved in active credit relationships.
- Switch visual and table views
Use charts for scanning and tables for exact values or operational review.
