Questions AR Aged Report by Period

I would think that something like this is possible to do.

Can you describe a little more about what the finished report should look like?

Also, I'm missing what the challenge is with subtracting 1 from a Financial Period. Can you describe that more too?

Hi Tim, 

162-mabhar01.rpx

I have attached the Aged report which i am trying to update as well as a screen shot of what i am trying to achieve as  the final outcome. I got a bit further with the aging by changing the variable AgeBal00,AgeBal01,AgeBal02,AgeBal03to look at the Month instead of the day but i am having issues around the "Current, 30 Days, 60 days" part of the report where i cant get the months in the correct columns.  Dont worry about the FinPeriod section cause i dont think it is the correct way looking at the report. 

Thanks for the screenshot. Very helpful.

Let's zoom in on your AgeBal00 and AgeBal01 formulas:

AgeBal00 = IIF($DueDate < @AgeDate And $DueDate >= DateAdd(@AgeDate,'M', -1), $DocBal, 0)
AgeBal01 = IIF($DueDate < @AgeDate And $DueDate >= DateAdd(@AgeDate,'M', -2), $DocBal, 0)

The first thing I notice is that your logic would allow the amount to get displayed in both columns if the DueDate is within one month prior to the AgeDate which I don't think is what you want.

I think you might want to modify the AgeBal01 formula to look more like this:

AgeBal01 = IIF($DueDate < @AgeDate And $DueDate >= DateAdd(@AgeDate,'M', -2) And $DueDate < DateAdd(@AgeDate,'M', -1), $DocBal, 0)

Hi Tim, 

Your totally awesome, this worked a treat.  

Thankyou so much for your help with this

Cheers

Matt

Awesome! Glad to hear that did the trick.