I would like to see more options for columns on the Aged Receivables Report to be able to sort the exported file into smaller groups. I would like to choose just students with a specific value in a custom field but school program may also be helpful and possibly others.

This would be helpful if you needed to follow up on account status of a specific group rather than every account. Or possibly different staff have responsibility to follow up with different groups of students.

  • Dawn Zehr
  • Aug 22 2022
  • Needs review
Blackbaud Billing Management / Reporting
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  • Jing Jin commented
    September 22, 2022 16:31

    Currently, the aging amounts can be expanded in the Aged AR report. Can this feature be applied to the record names, so we can go directly to the biller profile by clicking on the name?

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