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Customer Aging Report in Crystal

former_member209725
Participant
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Dear Experts,

I am making a simple Customer Aging report in which I need sum of total open invoices also I want to make groups of total like Sum of doctotal between 0 to 30 days of docdate.

suppose customer A has open invoices for March, April, May, June and July month then I wanted doctotal for 0 to 30, 31 to 60 days just like system Againg Report.

I tried putting subreport with condition of DateDiff  >=0 and <=30 but no luck.

Thanks in advance,

Ravi

Accepted Solutions (1)

Accepted Solutions (1)

former_member205840
Active Contributor
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Hi Ravi,

To do this report, create group on Customer first then write below formulas :

0 - 30 days

if {docdate}>= dateadd('d',-30, currentdate) and {docdate} <= Currentdate Then {DocAmt}

31 - 60 days


if {docdate}>= dateadd('d',-60, currentdate) and {docdate} <=  dateadd('d',-30, currentdate)  Then {DocAmt}


61 - 90


if {docdate}>= dateadd('d',-90, currentdate) and {docdate} <=  dateadd('d',-60, currentdate)  Then {DocAmt}


above 90


if {docdate}> dateadd('d',-90, currentdate) Then {DocAmt}


Now place these formulas in your columns (Note : if you want to create more age buckets then write formulas accordingly) and insert totals on {DocAmt} at group level.


There is no need for creating sub reports.


Thanks,

Sastry



former_member209725
Participant
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Hi Sastry,

Sorry for late reply.

Issue is resolved. Thank u very much

Regards,

Ravi.

Answers (1)

Answers (1)

ido_millet
Active Contributor
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One option is to create a formula that returns an age bucket label for each invoice.

Insert a CrossTab where Customer is row, Age Bucket is column, and value field is the invoice unpaid amount.