Using the My Insights Grouplet

The My Insights pagelet provides access to Receivables insights. The pagelet is available only for fluid WorkCenters.

The following collections related dashboards are available under Collections group:

• Collector Performance

• Collection Analysis

• Collector Dashboard

• Collections Manager Dashboard

System administrators use the Configure Pagelets – My Insights Page to set up the My Insights pagelet for end users.

The filter used to pass values to the Insights dashboards is AR_LIST_FL which is the filter used by the Open Items My Work pagelet. Only the filters defined on the Configure Pagelets setup for Receivables Workcenter will be passed as filter values. The following filter operators are supported:

• Collector Performance

  • Business Unit: =, in

  • Customer ID: =, not =, in

  • Collector: =, not =, in

  • As of Date: within last xxx Days

• Collection Analysis

  • Business Unit: =, in

  • Customer ID: =, not =, in

  • Collector: =, not =, in

  • As of Date: within last xxx Days

• Collector Dashboard

  • Business Unit: =, in

  • Customer ID: =, not =, in

  • Collector: =, not =, in

• Collections Manager Dashboard

  • Business Unit: =, in

  • Customer ID: =, not =, in

  • Collector: =, not =, in

End users use the Personalize icon on the fluid workcenter to personalize the My Insights pagelet. For more information on Receivables insights, see Analyzing Receivables Using PeopleSoft Insights.