Generate Customer Aged Analysis Report Steps
Trojan Support User
|
17 steps
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2 minutes
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Sales module.
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Click "Customer Aged Analysis"
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Enter the period you are accounting up to - by default this will be the current open period for the sales module.
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Choose whether or not to include zero balances.
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You can filter the report to a specific customer account, or customer group here.
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You can also choose to only display customers with a specific account currency, or sales rep.
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Lastly, you can change the sort order from customer code to currency code.
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Click "RUN REPORT" to generate your summary customer aged analysis report.
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On the left of the report we will see the current customer account and currency
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In the middle we see the ageing of the customer account. This starts with the current period, and goes back 4 additional accounting periods.
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The total ageing for the account is on the right. We have the total in the customer account currency, and the total in your home currency.
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To change the report from the summary view to the detailed view, use the report type dropdown in the top right and choose "Detailed"
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Click "RUN REPORT" to generate your detailed customer aged analysis report.
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In the detailed report, for each customer account we see the contact name and the phone number on the account record for the customer. We also have credit information and last receipt details.
Having contact details on hand for each customer drastically speeds up your debt collection - instead of going through your phonebook, simply use the contact details here on your report.
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Beneath this are the outstanding transactions for a customer, with the ageing periods and totals.
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The footer for each customer record shows the total for each aged period and the totals.
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Lastly, you can export your report to a CSV file or to a PDF using the download icons in the top right.
For any further information on customer aged analysis, contact the support team.
