Customer Aging Report: Default Summarizing

The Customer aging report initially summarizes outstanding balances for each customer and displays total amounts in your company’s (system) currency and in the customer’s currency. The amounts are broken into date ranges of 30 days being sorted by the age of debts. The total amount of all unpaid customer debts is presented in the Total column. For both currencies, the amounts are worked out by summing the primary values of the customer debts (using the SUM function).
 
Summary values are displayed in two columns (Amount - for amounts in the system currency, and Currency amount - for amounts in customers’ currencies) at all grouping levels and at the grand total level. If no summary value is available for a certain grouping level or rather for the intersection of groupings by rows and columns, nothing is displayed for it.
 
For example, a specific customer (whose currency is GBP) has 2 overdue payments: one payment worth 6 000 EUR is 61 days past due, and the other payment worth 8 000 EUR is 72 days past due. The total amount of debt of 14 000 EUR will be presented in EUR and in GBP alike in the column for debts that are 61-90 days old. No data will be provided in other columns displaying older or more recent debts.
 
The default summarizing settings are defined in the values section. To define the summarizing methods, the summable fields have been added and summarizing options have been specified for them.  Except for specific reports that do not provide for full customization (see Customizing Reports), you can change the summable fields and the summarizing methods for your reports. In case of Customer Aging Report, you are allowed to do that.

To customize the default summarizing parameters
 
1. On the page for configuring report parameters, click the Customize button.
 
2. Use the values section to view and customize the default summable fields and summarizing methods defined for them.
 
You can delete, rearrange, add new summable fields and specify summarizing methods for them.
 
For information how to customize summarizing settings, see Summarize Report Data.
 
To add a summable field:
 
  • In the values section, click the Select an option box, and then select a summable field from the list of options.
 
The list displays summable fields from the selected report type which you can use to summarize report data in columns. For Customer Aging Report, only 2 fields are available:


Field

Used for summarizing

Amount

Outstanding balances in your company’s system currency.

Currency amount

Outstanding balances in your customers’ currencies (currencies of invoices).

If the system currency coincides with the currency of a customer, values in both fields will be identical.  
 
The SUM function is selected as a default summarizing method for both fields. 
 
In case it is necessary to change the summarizing method, you do that as follows:
 
  • Click the calculation option box to the right of the field, and then select one of the available summarizing options from the list.
 
For summarizing options, see Summarizing Methods.