Important Notes:

This report allows users to quickly search for Accounts Receivable customers to determine the amount(s) due, the amount remaining, and days past due for invoices by funding source data, customer name, and transaction date.
It is recommended that at the beginning of every month, your department run an aging report. This report will show all invoices that are still outstanding and days past due.
It is the responsibility of the department to follow up with all customers that still have outstanding invoices.

Step 1: Locate and Launch the Report

Access Boise State Reporting Budget & Finance and locate the AR Aging Report.

There are two views in Boise State Reporting: Card and List.

Change your view by selecting either List View or Card View in the upper navigation.
By default, this report launches with the category filter set to “All Reports”. Use the Filter by Category drop-down to view reports specific to one area of reporting
Favorite commonly used reports, by selecting Favorite in card view and the star icon in list view.

After locating the AR Aging Report, select Launch on the report card or Launch located on the right side of the report name if you’re in list view.

Screenshot of Boise State Reporting landing page

Step 2: Update Report Search Parameters

Use the parameters to search for desired information
1. Funding Segment String Values: Leave as default or enter or search for specific values
2. Invoice No Starts with: Leave blank or enter the beginning values for a set of Invoices
3. Transaction Date Prior to: Leave blank or select a date
4. Customer Name: Leave as default or select a specific customer name
After entering search parameters, select Apply.

For advanced search options, select the drop-down arrow next to the parameter field and select Search.

Select the appropriate operators (ex: Starts with, Contains, Ends With, or Is Like). Uncheck Match Case.
Highlight value(s) and use Move or Remove options as needed.

After adding values to the “Selected” criteria, select Search.

Step 3: Review Report Output

The Original Invoice Amount and the Balance Due column reflect the total amount charged to the Customer per invoice.

If invoice amounts are applied to multiple funding sources, you will see multiple lines with the same total on this report.

Step 4: Export Report to Excel (optional)

Export report output to Excel.

Select the gear icon in the upper right-hand corner.
Select Export.
Select Excel.

The report will generate in Excel as a download on your computer.

Step 5: Schedule Report for Email Notification (optional)

Select the gear icon in the upper right-hand corner.
Select Schedule.

Complete the Parameters tab for the information you would like to have populated on the report
On the Output tab, select the format in which you want the report to be delivered.
1. The Destination Type defaults to Email, update as needed.
2. Enter the recipient email in the *To field.
On the Schedule tab, select the frequency and start date for you to receive the report
Select the Submit Button in the upper right-hand corner to begin your scheduled process or the Return button to return to the report.

End of Process

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