how to i add an updating visualization of the aged receivables dashboard on a users homepage. I know how to modify the homescreen, but i am unsure how to turn the output of the aged receivables call into a chart or graph.
Userlevel 2
Andrew;
depends on the interface. For classic you can make a dashboard pop up automatically. For the active homepage you can leverage EDD and build a dashboard as part of the users desktop. I think there are a few AR charts and tables already built for this purpose.
You first need to be added to the Epicor Data Discovery Admin group to create a new chart to add to a dashboard. Then, you can perform these actions.
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