Funder Age Analysis Report

This report displays accounts with their aged balances .  The report is similar to the Age Analysis Report , except that accounts are grouped by Funder .  This enables you to follow up on overdue accounts by contacting each funder and dealing with all that funder's accounts together.

Click here  for general information on working with reports.

Start at funder and End at funder
These two PowerComboBoxes  enable you to choose which funders  to include in the report.  The report is generated in alphabetical order by funder name.  If you leave the Start at funder and End at funder on their default values then all funders will be included.  You could also specify the same funder for Start at funder and End at funder if you want to get a list of accounts on just one funder.

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 .

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 each account's telephone numbers are included on the report.  These may be useful if you intend using the report to call people with overdue accounts.  Note that the report always provides the funder's telephone numbers, regardless of this setting.

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 Funder Age Analysis Report so that you can familiarize yourself with the history of the account before taking action.

Display category colours
If you have a colour printer and want Account Category  background colours to be printed then check this checkbox .

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.

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.

The Funder Age Analysis Report also provides a document map  showing the names of the funders in the report.  Click on a funder's name in the document map  and Panacea will take you directly to that funder in the report.