Average DSO by Customer

Overview
Report Description
Report Metadata
DSO Calculation Logic
Key Features and Benefits
Predefined Filters
Drill-down Invoice Details
Use Cases
How to Run and Interact with Reports
FAQs

Overview

The Average DSO by Customer report is a standard report available in Analytics Reports. The report provides visibility into the Average Days Sales Outstanding (DSO) for customers based on paid invoice and payment activity.

The report helps finance and accounts receivable teams analyze customer payment behavior by calculating the average number of days taken to collect payments against invoices.

The report supports customer-level DSO analysis for:

Multiple invoices
Multiple payments
Different payment dates
Positive and negative DSO scenarios
Paid invoices with non-zero DSO values

This report follows the same filtering, export, sorting, and interaction behavior as other standard reports in the application.

Report Description

Displays Average Days Sales Outstanding (DSO) by customer for paid invoices, excluding invoices with 0 DSO.

Purpose

The Average DSO by Customer report is designed to:

Analyze customer payment behavior
Measure invoice collection efficiency
Track invoice-to-payment timelines
Support accounts receivable monitoring
Identify delayed and early payment trends
Provide customer-level DSO visibility
Support finance reconciliation and reporting

Report Metadata

Attribute	Value
Report Name	Average DSO by Customer
Report Category	Invoices
Report Type	Standard Report
Primary Object	Invoices
Related Objects	Customers, Payments
Default Reporting Currency	Transaction Currency
Export Supported	Yes
Download Formats	CSV, XLSX
Supports Filters	Yes
Supports Sorting	Yes
Supports Customization	Yes

DSO Calculation Logic

DSO Formula

DSO=Payment Date−Invoice Date

Average DSO Formula

Average DSO=Sum of DSO/Count of Invoices

DSO Rules

Scenario	Behavior
Payment Date is available	DSO is calculated
Payment Date is null	DSO is treated as null
Payment Date is not available	Record is excluded from DSO calculations
Payment Date > Invoice Date	Positive DSO value
Payment Date < Invoice Date	Negative DSO value
DSO = 0	Excluded from standard report results

Key Features and Benefits

Customer-Level DSO Visibility

Provides DSO calculations grouped by customer.

Payment Trend Analysis

Helps identify:

Delayed payments
Early payments
Customer payment patterns

Accounts Receivable Monitoring

Supports receivables tracking and collection analysis.

Standardized Reporting Experience

Supports filtering, sorting, customization, and exports.

Calculation Summary

Calculation	Description
DSO	Difference between Payment Date and Invoice Date
Average DSO	Average DSO across invoices
Sum of DSO	Total DSO across invoices
Count of Invoice ID	Number of invoices included in DSO calculation

Predefined Filters

The Average DSO by Customer report includes the following default filters.

Filter	Operator	Default Value	Description
Customers Customer Name (Customer ID)	is	any value	Includes all customers by default
Invoices Status	is	Paid	Includes only paid invoices
Invoices DSO	is not	0	Excludes invoices with 0 DSO
Reporting Currency	is	Transaction Currency	Displays values in transaction currency

Note: Only invoices with a valid payment date and non-zero DSO values are included in the report results.

Fields Included

Field Name	Description	Sample Value
Customer ID	Unique identifier of the customer	C-00004
Customer Name	Name of the customer	MCR - Residence Inn Langhorne
Average DSO	Average Days Sales Outstanding value	649.00

Drill-Down Invoice Details

When you click the Average DSO value, the report displays the associated invoice details.

Invoice Information

Field Name	Description	Sample Value
Invoice ID	Unique identifier of the invoice	INV-00105
Invoice Date	Date on which the invoice was generated	2025-01-01
Due Date	Due date of the invoice	2025-01-31
Reversal Date	Reversal date associated with the invoice	Ø
Invoice Amount	Total invoice amount	276.00
Payment Date	Date on which the payment was recorded	2025-05-23
Paid Amount	Amount paid against the invoice	276.00

DSO Metrics

Field Name	Description	Sample Value
Average DSO	Average Days Sales Outstanding value	758.00
Sum of DSO	Total DSO across invoices	758
Count of Invoice ID	Number of invoices included in calculation	1

Use Cases - Supported DSO Scenarios

Invoice with Multiple Payments and Same Payment Date

Verifies DSO calculation when multiple payments are associated with a single invoice on the same payment date.

No Payment Date

Verifies that invoices without payment dates are excluded from DSO calculations.

Payment Date Greater Than Invoice Date

Verifies positive DSO calculation when payment occurs after the invoice date.

Single Customer with Different Payment Dates

Verifies DSO calculation for a customer with invoices having different payment dates.

Review Early Payments

Analyze negative DSO scenarios where payments occur before invoice dates.

How to Run and Interact

Navigate to the Report

Go to Analytics
Select Reports
Click Average DSO by Customer

Run the Report

Click RUN to generate report results.

Download Report Results

Click DOWNLOAD to export report data.

Supported export formats:

CSV
XLSX

Customize the Report

Click CUSTOMIZE to:

Add or remove fields
Modify filters
Adjust report layout

Interact with Report Data

Users can:

Sort columns
Apply filters dynamically
Review customer-level DSO values
Export report results

Refer to How to Run the Reports

For more information about standard report execution and customization, refer to:

Sample Report Output

FAQs

Question	Answer
Which invoices are included in the report?	Only paid invoices with non-zero DSO values are included.
Can negative DSO values appear in the report?	Yes. Negative DSO values may occur when payment dates are earlier than invoice dates.
What happens if the Payment Date is not available?	DSO is treated as null and the record is excluded from DSO calculations.
What is the default reporting currency?	The report uses Transaction Currency by default.

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