HiFinance would like to identify unpaid invoices for schools visits. I have an existing Schools Visits dashboard which includes Order Paid Status, but I cannot add Payment Method as that field is not available in the Seats & Tickets cube.
I tried to create a new pivot table using the Finance cube, which does include Payment Method, but then Order Paid Status is not available in the Finance cube?!
I'm thinking this should be a fairly straightforward ask, so am I missing something? Does anyone else have a way to report on unpaid invoices?
Many thanksBest wishes
Dawn
Hi Dawn! We normally use the Invoice Detail report for viewing unpaid invoices, but we also have an invoice dashboard in Analytics. By using Debit Amt, Credit Amt, and Transaction Amt as the values in a pivot table with Payment Method Type and Payment Method as the rows, we get a picture of currently due invoices. The transaction amt is what matches the invoice due amt. Hope this helps!