How to configure the Insights report?

The Insights report in My DSO Manager helps you independently monitor and optimise the use of the platform and your data.
Configuring Insights allows you to tailor the analysis criteria and the display of indicators to your needs, helping you identify areas for improvement in your use of the tool.

Accessing Configuring Insights:

Configuring Insights can be accessed from the drop-down menu of the Insights tab:

• Click the Insights icon in the menu. 1
• Then click Configuring Insights. 2

You will then access the configuration screen, which consists of two collapsible panels:

• Settings: to define the analysis criteria.
• Customising the display of the « Improve your data » report: To choose which indicators to highlight and which ones should appear in the report.

1. Settings

The Settings panel allows you to define the criteria used by Insights to identify situations that require your attention.
The criteria are grouped into categories. For some criteria, you can set the threshold by entering the desired number of days in the relevant field.The value entered is then applied to the analysis, and the criterion label automatically adjusts to the selected threshold.
The values shown below are examples displayed in the interface and may differ from your configuration.



Each category contains specific criteria that help identify situations requiring attention.
The following sections describe the different criteria and the situations they identify:

Clients:

• Grouped dunning available
  Identifies clients with outstanding items for which the « VAT Number » field is identical and populated. This indicator allows you to suggest grouping follow-up actions.
  To find out more about group the collection, click here.
   
• Leader item not dunned (> 20 days)
  Identifies clients with an overdue lead item that has not been followed up for more than 20 days.

Items:

• Payment terms
  Identifies items for which the period between the issue date and the due date exceeds the threshold defined in the configuration. This indicator highlights particularly long payment terms.
   
• Items in dispute
  Identifies items that have had a « dispute » status for longer than the defined threshold. This indicator helps identify disputes that remain open and require follow-up.
   
• Promise to pay
  Identifies items with a « payment promise » status for which the expected payment date has passed. This helps identify broken payment promises.

Users:

• Last login > 30 days (multi-entity)
  Identifies active multi-entity users who have not logged in to the platform for more than 30 days.
   
• Last login > 30 days (entity)
  Identifies active entity users who have not logged in for more than 30 days.

Aging balance:

• Receivables managed > Overdue by 30+ days
  Identifies situations where receivables managed include amounts overdue by more than 30 days.

2. Customising the display of the « Improve your data » report

You can customise the display of Insights to highlight the indicators that best meet your needs.

Highlighting your favourites:

Using the drop-down menus in the dedicated section, you can select the indicators you want to highlight. You can display up to four favourite indicators.

Showing or hiding your indicators:

You can choose which indicators are visible in your Insights report. To do so, click the icon to the right of each listed item.



When an indicator is hidden, it appears greyed out on the configuration screen and is no longer visible in the customised Insights report.



You can show an indicator again at any time by clicking the icon again.
Remember to save your changes by clicking the Save button at the bottom of the page to apply them.



You now have the information you need to tailor your Insights configuration to your needs and customise the indicators displayed in your « Improve your data » report.
Remember to review and adjust these settings as your needs evolve, so that the report continues to focus on the areas you want to monitor.