How to run an Aging Report
In Radio Workflow, to run an Aging Report, you can use our Balances report builder. Here is a video that guides you through this process. Included below the video, is an additional step by step guide.
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Click on the Billing and Receivables in the main left menu (the credit card icon).
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Then click on Balances
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Choose your Filters:
a) First box you use under Balances is Accounts – You may type an account that you would like to look or if you want to see a full report leave it under all accounts.
b) Next box is As Of – Date should be as of today to see the most updated information.
c) Next box is Station – keep it under combined if you want a full report or separate by station if you would like to
d) Next Box – you may pick what you want or just select all.
c) Next Box – you may pick what you want or just select all.
d) Next Box - Format – Click on Advertiser summary grouped by rep – There are other options including a more detailed report you may click on, but Advertiser Summary Grouped by Rep should be your to go to report.
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Now click on Run Report and voila! You will see your Balances (Aging Report).
Updated over 3 years ago