Aging Details To Date

Pathway: Reports > Standard Reports > AR > Aging Details To Date


The 'Aging Details To A Date' report provides additional aging details for accounts in the selected division based on the date entered.


Required Permissions

Permission IDPermission Name
154    
Standard / AR Reports
155    
Standard / Account Reports
90016    
Aging Details

Report Parameters and Values

ParameterValue
Division    
Filters the report to only return results for accounts in the selected Division.  

Date    
Filters to a specific month and year.

Template    
Option to save the selected report parameters as a template.
 

Run The Report

  1. Select the Division the report applies to.
  2. Select the Date the report applies to.
  3. Select Run Report or Run as Excel. 
    • Run Report: results of the generated report will display in a new window tab. 
    • Run as Excel: results will be exported to Excel for the user to open and view.

Understand The Report



Column
Value
Division    
Displays the division of the account the aging details apply.

Account ID    
Displays the ID of the account the aging details apply.

Name    
The name of the account associated with the aging balance.

Status    
The current status of the account.

Current    
Displays the total deposit balance available.

Aging Buckets: 1 - 30, 31 - 60, 61-      90, 91 - 120, over 120    
AR aging buckets categorize an account’s outstanding balances by time period.

Total    
Displays the total balance amount across all aging buckets less the current amount.