RE: How to create to 20 past due customers saved search

I am trying to create saved search to see top 20 past due customer’s in my dash board. can someone help me with the same.

Suraj Rookie Asked on May 14, 2020 in Accounting.
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1 Answers

It depends on what determines making it to the top 20… Is it the balance or the amount of days overdue, or a calculation of both? Assuming it is the balance, you would just need a Customer saved search,  where you add the “Overdue Balance” column, and sort descending by this field. Then, on the dashboard, add a Custom Search portlet, in which you would define the “Result Size” to be 20.

Beginner Answered on May 14, 2020.
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