Detail Age Analysis

The Age Analysis Detail report is similar to the Age Analysis Summary report, but individual account transactions are also listed here.

To produce the report:

1. Select Detail Age Analysis from the Management menu to display the Age Analysis–Detail window.

   
2. Click Add and complete the following fields.

   Field	Type	What to enter
   COMPANY	setup	Enter the company for which to run the aging report (enter “*” to select all companies).
   BILL SOURCE	setup	Enter the bill source for which to run the report (enter “*” to select all bill sources).
   AGING DATE	date	Enter the date on which the aging should be based.
   SELECTION TYPE	predefined	Indicate whether this report should include one or more district, zone, region, or area, or account.
   SELECTION	setup	Enter a particular district, zone, region, or area (depending on the selection type entered above) to include in the report, or enter “*” to multi-select. If Selection Type is “Account”, enter the account ID of the carrier/dealer for whom you are running the report, or enter “*” to include all accounts.
   SELECT BY	predefined	Indicate whether this report should further select by route type, account class, account group, or collector. If not, select all in this field.
   SELECTION	setup	If you entered “all” in Select By, this field will be skipped. Otherwise, enter one or more route types, account classes, account groups, or collectors, depending on what you entered in Select BY. Use * to multi-select.
   DEMOGRAPHIC	setup	If you selected account class or account group in Select By, you will be able to select a single account demographic.
   ANSWER	setup	Enter a valid answer to the demographic question selected.
   AGING CRITERIA	predefined	Enter one of the following to indicate the aging period or type of content that is to appear in the report: All aging periods 1st aging period 2nd aging period 3rd aging period 4th aging period 5th-8th periods 9th-12th periods Unapplied payments
   BALANCE TYPE	predefined	Select the type of balance to include in the report: credit, debit, or both.
   BALANCE MINIMUM	decimal	If you selected a balance type of “credit” or “debit”, enter the minimum balance an account must have to be selected for the report.
   PERIODS TO DISPLAY	open (2)	Enter the number of age periods to display on the report (between 4 and 12).
   ZERO BALANCE ACCOUNTS	yes/no	Indicate whether to include zero balance accounts in the report.
   SORT BY	predefined	Indicate whether the report should sort by account or name (alphabetical) within the sort area defined above.
   GENERATE TASKS	yes/no	Select this checkbox to generate event tasks for qualifying accounts when running this report. Note: Event tasks must be set up previously.
   EXPORT	yes/no	Select this checkbox if you want to create an export file.
   FILE FORMAT	setup	Select the file map to use for this export. A file map must be set up previously.
   FILE NAME	open	You can accept the default file name or modify it.

3. Click OK and then Continue to produce the report.

Example—Detail Age Analysis Report