Age Analysis Report

This report displays accounts with their aged balances .  This enables you to follow up on overdue accounts and also to determine the overall state of your debtor's book.  It is strongly recommended that this report be used on a regular basis to identify overdue accounts and to take appropriate action.

Click here  for general information on working with reports.

Main settings tab

Start at Account and End at Account
These two Account Selectors  enable you to choose which accounts to include in the report.  The report is generated in account number order.  If you leave the Start at Account as First account and End at Account as Last account then all accounts will be included.

Order
This combobox  determines whether accounts are listed in account number or alphabetical order.

As at period
This determines how the ageing is calculated.  Normally you would select either the current period or the previous period (if you have just moved into a new period).

Medical aid accounts, Injury on Duty accounts and Private accounts
These checkboxes  determine which accounts are included in the report based on their account type .

Split balances between person responsible and funder
If this checkbox  is checked Panacea will display two lines per account, one line displaying the person responsible's balance and one displaying their funder's balance.  If it is not checked then only one line will be displayed per account with the overall balance.

Positive balances
This checkbox  determines whether accounts with a positive balance are included in the report.  A positive balance means that money is owed to you.

Negative balances
This checkbox  determines whether accounts with a negative balance are included in the report.  A negative balance means that you owe money (probably to the Person Responsible ), perhaps because the account was overpaid.

Zero balances
This checkbox  determines whether accounts with a zero balance are included in the report.

Telephone numbers
This checkbox  determines whether telephone numbers are included on the report.  These may be useful if you intend using the report to call people with overdue accounts.

Funder details
This checkbox  determines whether each account's funder's  details are included.  For example, on medical aid accounts the medical aid name will be shown.

Notes
This checkbox  determines whether the account notes  are included in the report.  When following up on overdue accounts it is a good idea to keep a record of conversations and arrangements that have been made.  The Notes tab  on each account allows you to do this.  It is also useful to include these notes on the Age Analysis Report so that you can familiarize yourself with the history of the account before calling the Person Responsible .

Age to
This ComboBox  allows you to determine how many ageing periods should be calculated.  By default the ageing is calculated up to 120 days, but you can extend this to 180 days.  This may be useful when dealing with very overdue accounts.  Note that Panacea may change the orientation of the report to fit more columns if necessary.

Current, 30 days, 60 days, 90 days etc
These checkboxes  determine which accounts are included in the report based on their ageing.  Each account's most overdue amount determines whether it is included.  For example this can be useful if you want to focus on very overdue accounts: you could check just 120 days.

Categories tab

This tab enables you to filter accounts by Account Category .  Check the Display category colours on report checkbox  if you have a colour printer and want the category background colours to be printed on the report.

Once you have configured the report click the Go button.  For a short period the Go button will disappear, then a Cancel button will appear.  You can stop generation of the report anytime by clicking Cancel.  The Age Analysis can take quite a while to generate but it runs in the background so you can carry on with other Panacea activities while it is busy.