Customer aging graph

The Customer aging graph illustrates the number of days customer invoices have aged before they were paid. You can use several types of graphs to visually track how often customers paid their invoices by time period, account, customer, and more. Use this graph for a visual representation of the Customer aging report as a bar, line, pie, or other graph format.

Primary audience for this report

Finance managers are the primary audience for this report, as they’re responsible for spotting and correcting problems in the management of receivables. The Customer Aging report provides them with the necessary information to achieve their goals.

You can display the report as of today, or specify another date, and base the report on the invoice date, due date, or GL posting date. You might choose to filter the list by a single customer or all customers. You also have to ability to graph aging period totals or customer totals, or graph customer totals by your top customers.

For information on terms that may differ in your location, see Terminology across locales.

Generate the report

1. Go to Accounts Payable > All > Reports.
2. Select Customer Aging.
3. Choose Graph.
   The graph page appears.

View a monthly report

1. Generate the report.
2. From the graph page, select View.
3. Optionally, select Customize to refine the report, and follow the steps in Customize and Run.

Customize and run

Before running the report, you can select the time period and types of items to include as well as specify how you want the report to appear.

1. Select the reporting period from the dropdown menu, or enter the desired start and end dates. If you do not specify a reporting period, Intacct generates a report for the current month to date.
• You can specify either the reporting period or the start and end dates, but not both.
2. Set the filters for the desired data results.
• Filters allow you to include or exclude specific types of data in the report. To achieve more precise results, setting more filters is recommended.
3. Format the report.
   • Options vary from report to report. Generally, you can set the report layout and arrange how to group and display the data.
4. Enter a title, subtitle, and footer text for the report.
5. View, print, process, add to the dashboard, memorize, export, or customize the report by selecting from the following options:

How to work with reports

To:	Select:
View the report now, in your browser.	View
Display the report in PDF format so you can print it or save it to your local drive.	Print
Generate the report and store it for later access. Available formats include HTML, printable (PDF), Excel, CSV (comma-separated value), and Text. Reports can be stored: In Intacct In the My stored reports list Delivered to a cloud storage location, such as Dropbox Learn more about processing and storing reports.	Process and store
Add the report to your dashboard.	Add to dashboard
Memorize (that is, save) the report in the Memorized reports list so that later you can refer back to it or modify and re-run it. You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.	Memorize
Export the report to a separate file that you can then distribute or save to your local drive.  Available file formats vary among reports.	Export

After you run a report, you can either email it to others or return to the Report Settings page to refine the results.

Share and refine reports

After running the report, to...	Select
Email the report to others.	Email
Return to the main report page and refine the report further.	Customize

Set the time period

You can adjust the time period, customer type, and other details as necessary. For example, you might prefer listing the outstanding amounts by due date rather than invoice date.

1. For Time period, set one of the following:
   • Use a predefined time period:
     1. Select the Aging periods down arrow, and then select the period you want.
     2. Select either Today or Selected for the Report as of date (the date used as a baseline for the period that you select; leave blank for today's date). If you choose Selected date, you must specify the date in the Selected date box.
   • Specify a custom time period by entering a start date in the Selected date field.
2. For the Based on date, choose one of the following:
• Invoice date
• Due date
• GL posting date

Intacct displays the Based on date type at the head of the report.

Online reports can cover up to 60 periods. PDF reports can cover up to 12 periods.

Time period options

Time Period	Notes
Aging periods	Select the desired period.
Report as of	Select Today to use today's date.
Selected date	Specify the date on which to list the outstanding amounts customers owe.
Based on	Set and display the date type you are basing the report on: invoice date, due date, or the GL posting date. Intacct displays the Based on date type at the head of the report.

Set report filters

Use filters to focus the results of your report. Filters allow you to only view a specific set of data. You can use any combination of filters to achieve the desired results.

For example, might filter report results by customer name, type, or sales territory.

1. To set the report to show results for a specific customer or range of customers, choose from the From customer and To customer dropdown lists.
How to use the From and To fields

All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.

To run this report for a single object:

1. From the From dropdown list, select the object you want.
2. From the To dropdown list, select the same object.

To run this report for a specific range of objects:

1. From the From dropdown list, select the object that you want at the beginning of the range.
2. From the To dropdown list, select the object that you want at the end of the range.

To run this report for all objects:

Leave both fields blank.

If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.

2. To show results for a specific customer type, select Customer type dropdown, and choose the type.
3. To show results for a specific sales territory, enter the name of the territory in the Territory field or select the icon and choose the territory from the list.

In a multi-entity environment, you can filter by location, department, or both.

The following table describes each item in the Filters section of this report settings page:

Filters report settings

Filters	Notes
From customer, To customer	Enables you to get data only for that specific customer or range of customers. By default these boxes are blank, which means the report will get results for all customers.
Customer type	Enables you to get data only for the type of customer you specify here. By default this box is blank, which means the report will get results for all customer types.
Territory	Enables you to select a specific territory if you organize your sales geographically. You can also select predefined groups of territories. For example, you can select the group US TERR, which includes WEST and EAST. The report will include the data only for the territories you selected.
Individual report	Select this option if you want each entity or department and/or territory to have its own report page. Due to their potentially large size, reports with departments and locations on individual pages can be run offline only. Therefore, if you select the Individual report option, you can select only Process and store.
Prompt on Run	Select this checkbox to force the system to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.
Location	Enables you to limit report results to a specific location.
Department	Enables you to limit report results to a specific department.
Show for	Enables you to display transactions for certain locations regardless of the location selected in the Location dropdown. All Locations: show transactions for all locations within the location specified in the Location box. This Location: show transactions for the entity's location within the location specified in the Location box. Child Locations: shows transactions only for areas subordinate to the location of your entity.

Group data

Use the boxes in this section to specify how to organize the data graphically. You can graph aging period totals or customer totals.

• Select Totals to display the total amounts due for the selected aging period.
• Select Show top to display only customers whose aged amounts fall within a specified range. You must also specify the range in the Customer range from and To customer fields. For example, suppose you have five customers with the following aged amounts:

Aging period totals per customer

Customer	Aged Amount
Customer C	$150.00
Customer B	$100.00
Customer A	$99.99
Customer F	$88.10
Customer M	$5.00

Examples:

Show top, Customer range from 2, Range to 3 creates a graph that includes only Customer B and Customer A.

Show top, Customer range from 1, Range to 3 creates a graph that includes only Customer C, Customer B, Customer A.

Show top, Customer range from 4, Range to 4 creates a graph that appears only Customer F.

Select a graph format

Choose the desired graph type from the dropdown list.

Graph types

Format	Notes
Graph Type	Choose from the following graphs: line column 3D column pie 3D pie doughnut 3D doughnut bar 3D bar area

Add titles and footers

Titles, subtitles, and footers apply only to the PDF version of this report.

Generate a PDF version

1. Open the report and select Graph.
2. From the graph page, select Print.

To add a title, subtitle, and comments to the report:

1. Enter the title in the Graph title 1 box.
• This title appears in large type at the top of the page, directly under your company name,
• You can enter over any default name that appeared automatically in this box.
2. Enter the subtitle in the Graph title 2 box.
• The subtitle appears in smaller type, directly beneath the main title.
3. Enter the footer text in the Title comment box. The title comment text appears at the bottom center of the report.