Account Aging Report

You can use the Account Aging report to generate the summary of aged Student Accounts receivable.

If you frequently generate reports with the same selection criteria, you can save the selection criteria under a name. This makes it easier to create reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Student Accounts - Account Aging or Student Accounts - All Reports authorization (All Reports provides authorization to view all reports for Student Accounts.) 

To configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in SecondsClosed Enter the Timeout Value in seconds (0-900) for SSRS Export to Excel. under Settings > System > General.

Access Method

Select the Reports tile > expand Student Accounts > select Account Aging.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    As Of Date Closed Specifies that you want the report to contain data up to this date.

    CampusesClosed The campus or campuses to which a person or item to which they have been given access. It is filtered to display the campuses where you have access. It is also used to filter a list to only those items for the campus. You can select more than one campus.

    Load Saved CriteriaClosed Select the saved criteria you want to load in the selection criteria fields.

    ProgramsClosed The name of the program. Programs are configured by your institution.

    StatusesClosed The code and name of the school statuses. School statuses are also referred to as student statuses. These statuses are defined/configured by the institution.

    TermsClosed Select the terms you want Anthology Student to select from when it makes the term associations.

  1. Take the appropriate action.

    Task Action to Take
    View the report

    1. Select the View Report button. Anthology Student displays the generated report.
    Export the report

    1. Select the Export to Excel button. Anthology Student displays the Export Report Data dialog box.

    2. Review, specify, or change the following value.

      Export File NameClosed The name of the exported file.

    3. Select the Export button.

    Anthology Student exports the generated report as a CSV file which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen.

    Note: If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as an actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
    Save the selection criteria

    1. Select the Save Criteria button. Anthology Student displays the Save Criteria dialog box.

    2. Specify the name to save the criteria.

    3. Select the Save button. Anthology Student saves the selection criteria for the report.
    Delete the selection criteria

    1. Select the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box.

    2. Select the Delete button. Anthology Student deletes the selected saved criteria for the report.

You can also save to a student group. For more information, see Create or Update a Student Group Using a Report.

Details for the Report

In the report:

  • Account Aging is sorted by Student Name within the program

  • The total of each program's account aging is displayed

  • The total of the all programs' account aging is displayed