Query

BI Queries

Business Intelligence (BI) queries are custom dashboards with interactive charts, gauges, and tables that are built using real-time data directly from the CMiC system. In addition to providing the same or similar functionality provided in the standard logs and queries, they also provide features such as subtotals, groupings, pivots and drill-downs.

The AR module contains the following BI queries:

  • AR Customers Listing

  • AR Invoices

  • AR Cash Receipts

  • Aged Receivables Drill-Down

  • Aged Receivables Detail

The following sections describe each of these queries and how they are used. Queries will be modifiable or display-only, depending on the user’s security privileges.

NOTE: Administrators must assign BI queries to the appropriate security roles. Only users who have been assigned these security roles will be able to view/edit the BI query. Security can be assigned using the Assign Roles to BI Dashboard screen or using the BI Analytics tool where mass security updates can be carried out.

For more information on working with BI queries, please refer to the BI Query Builder – Quick Guide, located in the BI Dashboard Builder guide.

AR Customers Listing

AR Customer Listing; standard Treeview path: standard Treeview path: Accounts Receivable > Query > AR Customer Listing

The AR Customers Listing query provides a detailed list of customers, including contact information, which can be filtered by company.

AR Invoices

AR Invoices; standard Treeview path: standard Treeview path: Accounts Receivable > Query > AR Invoices

The AR Invoices query provides an invoice listing with payment details for each invoice and associated invoice image via drill-down. This query screen is updated as soon as an invoice is entered and saved, and posting is not required for the invoice to appear in the query.

AR Cash Receipts

AR Cash Receipts; standard Treeview path: standard Treeview path: Accounts Receivable > Query > AR Cash Receipts

The AR Cash Receipts query provides payment information based on check number and customer code. Other payment details such as check date, post date, payment amount, and job code are also available. This query screen is updated as soon as a receipt is entered and saved, and posting is not required for the receipt to appear in the query.

Aged Receivables Drill-Down

Aged Receivables Drill-Down; standard Treeview path: standard Treeview path: Accounts Receivable > Query > AR Cash Receipts

The Aged Receivables Drill-Down query provides a summarized view of the aging report for outstanding receivables (aged 31 to 120+ days) by customer. Outstanding receivables are displayed according to the time frame in days in which the receivables are outstanding.

Aged Receivables Detail

Aged Receivables Detail; standard Treeview path: standard Treeview path: Accounts Receivable > Query > AR Receivables Detail

The Aged Receivables Detail query provides detailed information of invoices (aged 31 to 120+ days) by customer. Outstanding receivables are displayed according to the time frame in days in which the receivables are outstanding.