Aging AR Analysis Updates: Export Reporting

Once you have selected your parameters and the report has generated, you have the option to export it in MS Excel or CVS format.

The option to export is on the right of the screen by clicking on the 3 vertical dots. The message will export and be available in your message center.



The exported file will appear with all of the columns listed.

(Full report as exported)



Here is a view of the report above, in three sections (left, middle, right) to allow for easier viewing.

(Left side of the report)



(Middle of the report)



(Right side of the report)



You have the option of sorting the columns individually within the report by clicking on the column header:

Screenshot 2024-06-10 at 11.29.00 AM.png


Or, sorting in MS Excel after you have exported the report.