Analyzing Billing Using PeopleSoft Insights

This topic displays and explains how to analyze Billing data using PeopleSoft Insights dashboards.

Pages Used to Analyze Billing using PeopleSoft Insights

Use these pages to analyze Billing using PeopleSoft Insights dashboards.

Page Name	Definition Name	Usage
Billing Operations Dashboard		Analyze the number of invoices processed within a selected time frame.
Billing Analysis Dashboard		Analyze the billing amount within a selected time frame.

Billing Operations Dashboard

Use the Billing Operations dashboard to analyze the number of invoices processed within a selected time frame.

Navigation:

Select the Billing Operations tile.

This example illustrates the fields and controls on the Billing Operations dashboard (1 of 2).

This example illustrates the fields and controls on the Billing Operations dashboard (2 of 2).

Note:

All transaction amounts are converted to Insights reporting currency for better interpretation and understanding of visualizations. The Insights reporting currency is configured on the Application Fundamentals: Billing - General Options Page.

Each bar chart displays the top 10 projects. If less projects are there, then less bars are displayed.

Customer Summary

This grid displays the list of customers and number of invoices produced along with the invoice amount.

Invoice Detail

This grid displays the summarized Billing detail for a selected time frame.

Field or Control	Description
Invoice Detail	Select to access the Bill Summary Info Page.

Billing Analysis Dashboard

Use the Billing Analysis dashboard to analyze the billing amount within a selected time frame.

Navigation:

Select the Billing Operations tile.

This example illustrates the fields and controls on the Billing Analysis dashboard (1 of 2).

This example illustrates the fields and controls on the Billing Analysis dashboard (2 of 2).

The Customer Summary grid displays the list of customers and number of invoices produced along with the invoice amount.

The Invoice Detail grid displays the summarized billing amount for selected time frame.