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Reports:Aging Report - Filter By Transaction Date Or Statement Date

Article Contents: How to choose whether the Aging Report ages member balances from their transaction date or statement date.

The Aging Report shows outstanding member balances grouped by how long they've been overdue. You can now choose how those balances are dated — from the original transaction, or from when the charge appeared on a member's statement. Pick whichever method your accounting team uses.

NOTE: This report requires active member billing to be configured at your facility. If member billing is not set up, the Aging Report will not return any data.

How to Filter the Aging Report by Date Basis
  1. Go to the Reports module and open Aging Report from the left-hand sidebar menu.
  2. Use the Transaction Date / Statement Date toggle at the top of the report.
  3. Select one of the two options:

NOTE: Transaction Date is useful when you want to track how long a specific charge has been outstanding. Statement Date aligns with your billing cycle and is often what accounting teams prefer for reconciliation.

  • Transaction Date — Ages balances from when each charge or payment was originally recorded in the system.
  • Statement Date — Ages balances from when the charge appeared on the member's monthly statement.
  1. Add any other filters (member name, date range) and run the report.
  2. Review the results in the aging buckets — 1-30, 31-60, 61-90, 91-120, and greater than 120 days. Click Export to download.
Notes
  • This filter only affects how the aging buckets are calculated — it does not change the underlying data.
  • If you're not sure which to use, check with your accounting team. Most facilities use Statement Date for member billing reconciliation.
Troubleshooting
  • Filter isn't visible — confirm you're in the Aging Report and not a different report in the sidebar.