AR Aging report in Reporting module
Learn about generating the AR Aging report in Reporting module.
The Detail AR Aging - Time Based feature enables you to generate the AR Aging report in the Reporting module as of a specific “As of Date” within the current accounting period. When you select Today from the As of date dropdown filter, the current accounting period is selected.
The reports will calculate aging as of the run date (today), providing “point‑in‑time” AR visibility for collections and accounting teams. This gives you operational, day‑to‑day insight into current receivables, rather than being limited to historical accounting periods or the Trial Balance-only experience.
Key considerations
Here are key considerations for the AR Aging report in Reporting module:
Only daily data for the current accounting period is retained, while period-end snapshots are preserved for past periods. Daily data from previous periods (except for period-end dates) will be deleted.
If a tenant uses custom FX rates, it is important to upload the FX rates in time. Otherwise, the data will remain unavailable until the missing FX rate issue is resolved.
The “As of Date” will not appear in the filter dropdown if the data for that date is not available.
Possible reasons may include:
The date is later than the tenant’s current date.
The scheduled job has not yet been completed.
The required FX rate is missing.
The date falls within a previous accounting period and is not a period-end date.
The date corresponds to an earlier accounting period end date, and the data has not yet been migrated. If data for any previous accounting period end date needs to be migrated, contact Zuora Support.