Forum Discussion
How to Create Dynamic Report for Aging Customer Receivables
I'm wondering if anyone has developed a method for being able to get a received not invoiced report for any point in time? For example, I want to create a line chart to show what the RNI balance was at any given date on the X axis. I'm curious how you would go about trying to set this up. Happy to talk through my data tables and fields available to try and diagnose this.
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It seems close, but in the case of the aging and grouping receivables at a given point in time I would need to be able to net out any invoices that have had a payment applied to them, rather the giving a cumulative value including any invoices that have been paid out. So if an invoice was dated March 1, 2023 and I had the date selected as March 2, 2023 and no payment was made yet I would expect this full invoice balance to be on the report. Then say payment is made March 3, 2023 from there this invoice balance should be zero and fall off the aging report from then on.
Some what like this: https://community.fabric.microsoft.com/t5/Desktop/Receivable-Balance-Measure/m-p/3541427
The link also has .pbix file.
