MedDebs: Age Analysis Report Filters
The Age Analysis report displays all the outstanding balances of the Debtors on the system and the age of the outstanding balance as per the information selected from the report set-up.
The Age Analysis report indicates all the outstanding accounts of both Medical aid and Patient outstanding accounts, to assist in allocating a group of schemes to one person to follow up on the outstanding accounts.
- The report will display as follows:
In the report after the report has been Print to Grid, the following functions and filters are available:
Menu bar - Screen
Grid Tabs
The Grid is the different views on the Age Analysis report. The Grid Tabs can be on the top, the left side or can be hidden.
- Grid Left
- Grid Top
Expand and Collapse
The information on the report can be Expanded or Collapsed.
- Expand - See all the lines per grouping. The sign will be a minus.
- Collapse - The information will be minimized per grouping and can be viewed by clicking on the plus sign.
Filter
- Apply Filter - The option to apply multiple filters to multiple columns select.
Click on the correct Columns what the filter must be set on, by clicking in the tick box next to the Columns.
Select if the information must be Equal, Not equal, Like or Not Like, by clicking in the filter Operator block and clicking on the drop-down, select the correct option.
Complete the search values by typing in the information that must be filtered on.
Right Click anywhere and all the columns can be selected at once or unselected.
Next will apply the filters. The back button will go back to the report.
- Cancel filter - Will cancel the filter that was applied.
- Advance filter - The advanced filter will allow more filter options.
Click here to follow the instructions on the Advance filters.
- Apply best fit to columns - This function will resize the columns that the information fits in the column size.
- Gridlines - The lines that show and print on the report. Horizontal, Vertical, Both or None.
- Advance Export - Allow exporting the report to more file formats and choose more columns or unchoose the columns.
Click here for more information on the Advance export function.
Buttons - Bottom
Mail a View
- This option allows you to e-mail the current view on the screen.
The email screen will open. The Debtor email address will be used what is saved on the Debtor file.
Mail all Views
- This option allows you to e-mail the current view on the screen including the additional tabs on the left.
SMS
- Click on SMS to send an SMS to the Debtor standing on.
The SMS screen will open, the default setting on the Debtor will apply the language the SMS will be using. The SMS template can be chosen by clicking on the dropdown.
- The date and time can be chosen when the SMS must be sent.
- Click on Send to send the SMS, or Cancel to cancel the SMS.
Print
- Click on Print to print the report.
- Click on the Dropdown box and select to print All Columns or Choose Columns.
When clicking on Print the report will display as follows:
- From here you have the option to E-mail, Print Preview, Save or Print the report.
Export
- Click on Export to export the report to Excel.
Filters and Grouping
All the columns can be dragged up to the top grey area to group the information according to.
The columns can be dragged back to the bottom if the grouping must be cancelled.
The columns can be dragged and drop to change the order of the columns.
When clicked on the arrow the information in that column can be filtered and only select the information needed in that column.
Banded Age
The Banded Age is only another View of the Age Analysis. Depending on the view you understand the best any view can be used.
