Viewing AR Trending Data in the Customer Snapshot

Procedure

You can configure the Customer Snapshot to include charts that show AR trending data for a customer over a 12-month period. eCredit provides AR Data charts that you can add to the snapshot to track up to five performance metrics for the customer at the same time.

1. Access the template. How?

2. Drag an AR Data chart from the Charts Sections in the Recycle Bin to the Charts Section on the Customer Snapshot template.

3. Click the edit icon.
   The AR Data pop-up screen appears.

4. Select an AR data field from the Select AR Field drop-down list. The default AR data field is Total AR Balance.

5. Select the type of chart you want to display in the Customer Snapshot: Line or Bar.

6. Click in the Name field to change the name of the chart.

7. Click Save.
   The screen refreshes and a message indicating that the record was save successfully is displayed.

The newly added AR Data chart appears on the Customer Snapshot in the Customer Analysis module.

8. Repeat Steps 2 through 6 to add additional AR Data charts from the Recycle Bin to the Customer Snapshot template.

9. Optionally, click the Default Template check box to make the edited template the default template for the customer.