Are you an accounting user and need help tracking potential issues with cash flow? In MediaOS, you can create a customized invoice aging report, save it and add it to your preferred dashboard. Now you’ll have a daily at-a-glance visual of all past due invoices.

How to Generate the Report #

1. Click Reports on the left hand menu.
2. Scroll down to the Accounting section.
3. Click on the Invoice Aging report.
4. On the next screen, under the Users section, choose the users you want the report to apply to.
5. Under the Contains Product section, choose the products you want to include on the report.
6. Under As Of Date, choose the date you want the report to generate from.
7. Finish filling in any other filters you’d like to apply.
8. Click Run Report.

How to Save and Add the Report to Your Dashboard #

1. After running the report, click Save in the bottom left of the report filtering section.
2. On the popup that appears, name the report under Report Name.
3. Under Add to Dashboard, choose the dashboard you want to add the report to. Learn More about adding reports to your dashboard.
4. Click Save.

Now, you should see the Invoice Aging Report appear at the bottom of your dashboard. For additional help, watch the video below.