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https://discover.crm.com/display/V4Manual/Wallets
25. How to view a subscriber’s Accounts Receivable
- Navigate to Finance > Accounts > Manage Accounts Receivable
- Search for an account to retrieve and click Search
- Click on the account number to enter its detail page
- Navigate through the tabs to view more account related information
Note: For more information on Accounts Receivables click on the link below:
https://discover.crm.com/display/V4Manual/Accounts+Receivable
26. How to view dashboards
- Navigate to Foundation > Analytics > View Dashboards
- The dashboards page opens
- You can switch from one dashboard to another using the drop down Switch To Dashboard
- In order to drill down to view more information click on a piece on a chart. On mouse over on a piece you can also see the % and the exact volume
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https://discover.crm.com/display/V4Manual/Dashboards
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27. How to generate a report
- Navigate to Foundation > Analytics > Run Reports
- Select a report to generate from the reports list
- Enter the criteria to filter your report results
- Define the fields to be displayed
- Define the group by fields
- Click on the format of the report to be generated
- The report is being generated according to the selected format
- If you would like to schedule the report to be automatically sent via Email then click on Schedule and define the scheduling settings of your choice
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