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Level 1

How do i create a 30,60,90 day collections report without the same customers showing up on each of the reports?

I created a 90 days collections report, then a 60 days collections report and the same customer comes out on the two reports. Is there a way to create only the 30, 60, and 90 days collections report without the same customers coming out on each report?

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Best answer 12-10-2018

Accepted Solutions
ProAdvisor

Yes, only if you customize the report & manually select t...

Yes, only if you customize the report & manually select the customer(s) you want on the report. To do that click on customize or modify, the filters then names & multiple names & check off the names.

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4 Comments
ProAdvisor

Yes, only if you customize the report & manually select t...

Yes, only if you customize the report & manually select the customer(s) you want on the report. To do that click on customize or modify, the filters then names & multiple names & check off the names.

View solution in original post

ProAdvisor

Yes but you can choose which customer you want on the rep...

Yes but you can choose which customer you want on the report. If they are on the 60 day report, by not selecting their name you can eliminate them from the 90 report.

Just teaching how they can eliminate name from the reports.
Level 15

"without the same customers coming out on each report?" "...

"without the same customers coming out on each report?"

"only if you customize the report & manually select the customer(s) you want on the report."

Here is the issue:

The Collections report is showing things Over 60 or Over 90. If something is Over 90, they also are Over 60 and Over 30. Of course, the same customer with a balance over 90 is going to show on all all three reports.

That is the point of the Aging Reports = put the balances in the proper places.



Level 15

You already have AR Aging Summary with these columns. Rep...

You already have AR Aging Summary with these columns. Reports menu > Customers & Receivables.

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