Aging Summary To Date
Last Modified on 05/20/2026 3:02 pm PDT
Pathway: Reports > Standard Reports > AR > Aging Summary To A Date
The Aging Summary To A Date report summarizes the aging details for accounts in the selected division based on the date entered. It provides a snapshot of accounts receivable aging as of the entered date, organized by division and account. It includes account identifiers, account status, and balances distributed across aging buckets. The report is designed to give a clear view of outstanding balances and how long they have been overdue. To see a breakdown of each account by invoice, use the Aging Details To A Date report.
Report Parameters
Parameters are the specific criteria required to run a report, ensuring the system pulls only the specific data you need for your analysis.
| Parameter | Value |
Division
Required | Filters the report to only return results for accounts in the selected Division.
|
Date
Required
| Filters the report to run the AR Aging data as it exists on that day. It is used to calculate the age of outstanding invoices; for example, an invoice due on Oct 1st will show as 30 days past due if the report is run for Oct 31st. |
Run the Report
Follow these simple steps to run the report.
- Select the Division the report applies to.
- Select the Date to be used in AR Aging calculations.
- Select Run Report. The results of the generated report will display in the Report Results tab.
- Save the report parameters as a Saved Template for faster use later.
- After all parameters are set, click on the Save As button at the top of the screen.
- Enter a Name for the template and click Save.
- The option to make the template available to other users is provided by checking the Public Access check box. Otherwise, if left unchecked, the report is only available to the user account it was created under.
Understand the Report
Below is a sample report followed by a detailed breakdown of the data in the report.
Reported Results
The data returned is a list of all accounts that meet the parameter criteria showing status and aging buckets.
| Column | Value |
| Division | The account division name of the account.
|
| Account ID | The ID of the account.
|
| Name | The name of the account.
|
| Status | The current status of the account.
|
| Current | The total deposit balance available.
|
Aging Buckets:
1 - 30, 31 - 60, 61- 90,
91 - 120, over 120 | The AR Aging buckets for the account’s outstanding balances by time period.
|
| Total | The total balance amount across all aging buckets less the current amount.
|
Permissions
| Permission ID | Permission Name |
154
| Standard AR / Reports |
155
| Standard Account / Reports |
