A/P aging report snapshot on dashboard - how to co...
# ask-stanley-ai
a
A/P aging report snapshot on dashboard - how to configure the same
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AI generated answer (using internal Slack threads):
To configure an A/P Aging report snapshot on the dashboard, you can follow these steps: 1. Navigate to the A/P Aging report under Reports > Financial > A/P Aging. 2. Customize the report as per your requirements. You can set the "As Of" date to your desired date. 3. Once you have customized the report, click on the 'Save' button to save the report. 4. Now, navigate to your dashboard. Click on the 'Personalize' button. 5. In the 'Add Content' section, look for the 'Report Snapshots' portlet and add it to your dashboard. 6. In the 'Report Snapshots' portlet, click on the 'Set Up' button. 7. In the 'Report' dropdown, select the A/P Aging report that you saved earlier. 8. Click on the 'Save' button. Please note that the saved search may not be able to completely replicate the A/P Aging report, especially the function that allows you to run the aging as of a specific past date (snapshot of a past period). This is because the saved search takes into consideration the status of the transactions as of the time you run the saved search. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840343714
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832116783
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830676377
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