Customer Aging Report: Default Grouping

Grouping by Rows
 
In the basic Customer aging report, the data is grouped by Customer, then by Account, then by Currency, and finally by Invoice. The 4-level hierarchy formed as a consequence of such grouping allows for displaying further details of each customer outstanding balance, as you can navigate a tree structure representation of the hierarchy to find more information. To see sublevel details in the generated report, you have to drill down to lower levels within the Customer aging report.
 
For more details on grouping data in reports, see Group Report Data.
 
The default grouping settings are defined in the rows section of the basic Customer aging report. To define the groupings, the fields have been added by which data in the report has to be grouped by rows. However, you can change the pre-defined settings and choose how to group data by yourself.    
 
To do that
 
1. On the page for configuring report parameters, click the Customize button.
 
2. In the rows section, view and customize the default groupings as follows:
 
  • To add fields for grouping, click the Select an option box, and then select a field by which you want to group data from the list of options.
 
The list displays fields from the selected report type which you can use to group data y rows.
 
  • To remove fields, click the cross icon next to the field you wish to remove.
 
Fields for Grouping
 

Field

Used for grouping by

Customer

Customers who owe you money as of the specified aging date.

Account

Accounts in which customer outstanding balances are recorded.

Currency

Currencies in which customer debts are held./ Currencies in which overdue payments have to be made.

Invoice

Invoices unpaid as of the specified aging date.

Period

Interval for grouping unpaid debts.

Period is determined/set in the Days (Interval) field in the header area.

For more information about intervals, see Customer Aging Report: Header Area.
 
Grouping by Columns
 
By default, columns are grouped only by Period in the Customer aging report.  
Grouping Columns by period allows breaking debts into date ranges of a duration specified in the Days (Interval?) field in the header area.  Amounts are sorted by the age of debts: debts that are less than 30 days old (the Value:30 column), debts that are 31-60 (the Value:60 column), 61-90 (the Value:90 column), 91-120 (the Value:120 column) days old and all older debts (the Value:more than 120 column).
 
This grouping by columns is defined in the columns section of the report, and you are allowed to choose how to group data by yourself as in case of the groupings by rows. You do that as follows:
 
1. On the page for configuring report parameters, click the Customize button.
 
2. Use the columns section to view and customize the default groupings.
 
As with groupings by rows, in the columns section, you add fields by which you want to group data. The set of fields available for grouping data by columns is the same as for grouping data by rows.