AR aging report/fields
I may be overthinking thhis, so I could use some help!
I am trying to create an AR aging report to calculate a running 0-30, 31-60, 61-90 and 90+. I need to create these fields, and then break ...
Forum Discussion
I agree with Mark and Nathan for a higher level status of all your accounts. The summary report basically forms a matrix of all the combinations, such as Company and AR Age Group. You may want to try tinkering around with the "Cross Tab" options as well to essentially list the Companies in a left-hand column and the AR Age Groups across the top.
Or you could add your AR Age Group field as a "Dynamic Filter" to table and other style reports too, if you are interested in seeing a list of records.
Also, you may avoid "nested ifs" to make your formula a bit more readable, but it sounds like you've already got that bit dialed in!
If (
[Days in AR (Age)] > 90, "90+ Days"
[Days in AR (Age)] >= 61, "61-90 Days",
[Days in AR (Age)] >= 31, "31-60 Days",
// Default
"0-30 days"
)
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Brian Seymour
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