Menu Path: Business Intelligence (legacy) Accounts Receivable Intelligence Credit Task Intelligence
View credit task information.
Credit Task Intelligence links directly to the business intelligence cube that displays credit task information.
You can view and filter data by:
Order-date (Year/Quarter/Month/Week/Day)
Task-Customer (Task Code/Credit Customer Credit Team ID/Customer Code)
Credit Team ID (Credit Team ID/Customer Code)
Closed By
Task Code
Status
The intelligence cube also displays the following measures:
Order Amount
Count
Credit Limit Count
Past Due Count
Credit Score Count
Order Class Count
NSF Payment Count
Inactive Customer Count
Finance Terms Count
Default Terms Count
Closed Duration Days
Open Duration Days
Note To view business intelligence cubes, Cognos® PowerPlay® must be installed.
For set up information, see Business Intelligence (legacy) Overview.