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QUESTION: How do I create a personalized aged AR report that is for invoices older than a pre-set number of days? Why does the aged AR report does not use saved conditions for invoices older than or with amounts greater than in the "where clause"?
RESPONSE: The personalized reports' tool saves most of the report filters considered typical for standardized reporting. In this case, the “where clause” options – for example where the invoice is at least X number of days old – are not saved into the personalized reports parameter table, because they are considered as analytical types of filter options, for single use analysis by those with access to the multi-dimensional filter for the Aged AR report.
To achieve the same outcome using personalized reports attributes, we recommend the use of a scheme where the creator can set the invoice age as the minimum limit – for example for invoices 90 days or older. The scheme is saved as a personalized reports’ parameter for the Aged AR Report..