The Aging Report leverages state-of-the-art reporting technology for improved performance—both in speed and data quantity. Possible uses of the Aging Report include:
- Determining if the clinic is trending to their A/R aging goals,
- Creating the callback list for late paying clients.
- Identifying clients for the collections process.
Accessing the Report
- Go to the Menu > Reports > New Pulse Reports.
- Click on Aging Report.
Report Details
Initially the Aging Report generates a dashboard and a list of clients who have an A/R balance, grouped by how long the balance has been due—0-30 days, 31-60 days, 61-90 days, and Over 90 days. The defaults are based on the Total Minimum Balance and Active client status parameters.
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Default Parameters: Total Minimum Balance: The minimum balance is based on the lowest balance due for a client. This balance can be changed. Include: This report is based on outstanding balances for Active Clients. Client Classifications and Client Statuses default to All but can be changed by selecting a classification or status from the list. Practices: This parameter will allow the user to select which practice to run for the report.
Note: These parameters can be changed by selecting different values. |
Bookmarks
Bookmarks can be used to save the current view and can be named to easily remember the view, such as “End of Month Close”. They are available on the main New Reports page, report page, and the Print Report page. For more detailed information about using bookmarks, refer to the topic New Pulse Reports.
Note: Bookmarks are specific to the user, not the device, so the user can go to another laptop/computer and still have access to the bookmarks.
Report Dashboard
The Report Dashboard highlights key data so the user can quickly understand the status of A/R aging. This includes:
- Total Amount
- # of Customers
- Aging Total
The Aging Total is an interactive bar graph. This means, you can click on a bar to filter the data. In the image below, the 0-30 bar was clicked on and shows the accounts with aging accounts receivable in the 0-to-30-day range. The Total Amount reflects the values of the aging totals in that range and the Number of Customers.
Tip: Right-click on the bar and choose Clear selections to clear the filter.
Sorting Columns
Reports with tabular columns can easily sort data by clicking on a column header.
- Move your mouse over any column header.
- Click the mouse to change the sort order.
The black triangle indicates if the column is sorted in ascending or descending order.
Note: The link ( ) next to the client name, when clicked on, will take you to the client record.
Sorting by Multiple Columns
In the image below, the data is sorted by Client Name then by Total.
- Click on one column (for example, Client Name).
- Hold down the shift key as you click on any additional columns to sort the data.
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