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Aged Receivables (Back Dating) (Power BI report)

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APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).

The Aged Receivables (Back Dating) report lets you analyze outstanding customer balances grouped by a customizable aging periods. You can age the report by posting date, due date, or document date. The report categorizes data by payment terms, so you can quickly align net terms with aging buckets for analysis. This technique lets you prioritize collection efforts and manage cash flow effectively.

Screenshot of the Aged Receivables (Back Dating) report

Use the report

The audiences for the report are:

  • Executives
  • Finance Administrators

Finance administrators use the report to identify overdue invoices and prioritize collection efforts. By reviewing the aging buckets, you can focus on customers with significant outstanding balances that don't align with payment terms. Expanding the report matrix can help you identify specific invoices that are past due and need action.

Key Performance Indicators (KPIs)

The Aged Receivables (Back Dating) report includes the following KPIs and measures:

Click on the link for a KPI to learn more about what it means, how it is calculated, and what data was used in the calculations.

Tip

You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

Data used in the report

The report uses data from the following tables in Business Central:

  • Customer
  • Customer Ledger Entry
  • Detailed Customer Ledger Entry

Try the report

Try the report here: Aged Receivables (Back Dating)

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

See also

Track your business KPIs with Power BI metrics
Power BI finance app
Ad hoc analysis on finance data
Built-in core finance reports
Built-in fixed assets reports
Built-in accounts receivable reports
Built-in accounts payable reports
Financial analytics overview
Finance overview