Aging by Profile Report

Introduction

This report shows all profiles, with main contact information, and a list of all unpaid invoices (number and date). Each invoice amount will either appear in the "Not Yet Due" column or one of the past due columns: 0-30 (days), 31-60, 61-90, 91-120, or 120+.

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Running the Report

1. Click on the Reports menu and Run a Report.
2. Click to expand the Revenue Reports.

3. Click on Aging By Profile.

This will open a window where you define parameters for the report.

After you click OK to run the report, you can refresh the report page at any time to go back to the parameters window, and make changes.

At the top of the report, be sure to look at the paging controls (see screenshot below). If the button on the right (next page) is available then there is more data.

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Parameters

After you define these parameters, scroll to the bottom, and click OK to go into the report.

Enter ViewFormat: This allows you to render the report in the standard Print View for printing or exporting or in a special Export View that is optimized for exporting.

The Export View is NOT readable from the browser, but readable in Excel.

• The Print View, which is the standard view for all reports, renders the data in a readable format from the browser. It includes Print and Export options in the top left corner.
• The Export View also includes Print and Export options in the top left corner, but this view is specifically meant to be used with the Export option > Excel formats.

For Export View, choose "Microsoft Excel (1997-2003) Data-Only" as the File Format.

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Breakdown of Report

Each section of the report contains a profile (member or non-member) with the following:

• Profile Name
• Profile ID
• Main Contact Name
• Main Contact Phone Number
• Main Contact Email Address
• A list of unpaid invoices
  • Invoice number
  • Invoice date
  • Invoice amount

The amount will either appear in the Not Yet Due column or in one of the past due columns: 0-30, 31-60 61-90, 91-120, or 120+.

• • Invoice total due
  • All invoice totals

On the left side, you can click on a profile to jump to the page of the report with that profile.

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Exporting

If you chose the Export View (Parameters) then do NOT use this option because it will print an unreadable report. Instead use the Export option which is detailed below.

In the top left corner is a button to print which allows you to export this report to PDF.

Once exported to PDF, you can view and print the PDF.

Also in the top left corner is a button to export to other formats.

The other available formats include:

• Crystal Reports (RPT)
• PDF
• Microsoft Excel
• Microsoft Word
• Rich Text Format
• Character Separated Values (CSV)
• XML

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