- ERP
- Reports
- Sales Reports
- Customer Aging Report
- Generate Customer Aging Report
Generate Customer Aging Report
To generate the Customer Aging report
1. On the Codejig ERP Main menu, click the Reports module.
2. Under the Reports tab, click the Sales folder, and then select Customer aging report.
A listing page of the Customer aging report opens.
3. On the listing page of the report, click + Add new.
A page for configuring report parameters appears.
4. In the header area, provide a date range and a name for the report.
5. To generate the report according to the indicated parameters and predefined report settings, click the Build button in the toolbar area.
For more information about generating reports, see Generate Reports.
Default data presentation in the report is determined by the pre-defined grouping and summarizing methods. If the default settings do not suit your business requirements, you can customize them. Also, no filters are applied in the basic report.
More information
Customer Aging Report: Default Grouping
Customer Aging Report: Default Summarizing