Quickly identify overdue balances and track potential cash flow concerns with a customizable Invoice Aging Report—right from your MediaOS dashboard.
Why Using the Aging Report? #
If you're an accounting user looking to stay ahead of collections or monitor financial risk, the Invoice Aging Report in MediaOS is your go-to tool. It gives you a daily, visual overview of outstanding invoices, categorized by how long they’ve been overdue. By saving and adding this report to your dashboard, you can stay proactive about cash flow without needing to rerun the report each day.
How to Generate the Report #
To create a custom aging report, begin by clicking Reports in the left-hand navigation menu. Scroll to the Accounting section and click on Invoice Aging. This opens the report builder, where you can apply filters to tailor the report to your specific needs.
Under the Users section, choose which MediaOS users’ accounts should be included. Then, in the Contains Product section, select the specific products you want to appear in the report. Use the As Of Date filter to define the point in time you'd like to analyze—ideal for monthly closeouts or historical snapshots. Fill in any additional filters you'd like to apply, then click Run Report to generate your results.
How to Have and Add the Report to Your Dashboard #
After generating the report, click the Save button in the bottom-left corner of the filter panel. In the pop-up window, give your report a clear name under Report Name so you can easily identify it later. If you’d like this report to be available for quick access, toggle on Add to Dashboard and choose which dashboard you'd like it to appear on.
Click Save to finalize your report. Once saved, you’ll see the Invoice Aging Report listed at the bottom of your selected dashboard—providing an at-a-glance view of aging balances every time you log in.
