Pathway: Reports > Standard Reports > AR > Aging Summary To Date
The 'Aging Summary To A Date' report summarizes the aging details for accounts in the selected division based on the date entered.
Required Permissions
| Permission ID | Permission Name |
| 154 | Standard AR / Reports |
| 155 | Standard Account / Reports |
| 90016 | Aging Details |
Report Parameters and Values
| Parameter | Value |
| 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
- Select the Division the report applies to.
- Select the Date the report applies to.
- 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.
Understanding the Report
| Column | Description |
| Division | The division associated with the aging details balance. |
| Account ID | The account ID associated with the aging balance. |
| 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. |