AR Aging Summary dashboard

AR Aging Summary dashboard

The AR Aging Summary dashboard consists of these KPIs:

  • Total Balance
  • Future Amount
  • Future Invoices
  • Overdue Invoices
  • Overdue Amount
Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.


  • Aging Summary by Customer
  • AR Aging Transaction Summary Report


  • Aging Bucket
  • ARET Transaction Type (Default value = Invoice)
  • Company ID
  • Customer Number
  • Customer Name
  • Customer Type
  • Disputed Transaction
  • Invoice Quarter
  • Invoice Year (Default value = Current Year)
  • State
  • Status Type
  • Year/Month
  • Year/Quarter