Aging Account Balance report
See each family's outstanding balance over a date range, add profile-field columns with Display Columns, and export for collections follow-up.
Overview
Use the Aging Account Balance report to see which families carry an outstanding balance for charges recorded during a date range you choose. It gives you a quick, name-by-name list of who owes money and how much, so you can prioritize collections.
The report is scoped by both a date range and, optionally, a season / program group. It looks at charges (sale products) recorded during the range and subtracts payments to arrive at each family's balance.
The date range filters by the date each charge was recorded in Campium. If you leave the dates unset, the report defaults to the last 30 days.
Filters
Limit the report to a single season or program group. Leave it unset to include charges across all seasons.
Start and end dates that control which charges are counted, based on the date each charge was recorded. Defaults to the last 30 days.
Columns
Each row is one family, sorted by last name.
The primary contact on the family account. Select the name to open that family's profile.
The campers tied to the family's charges for the selected season and date range.
The outstanding balance for the family across the charges in range, after payments are applied.
Optional profile-field columns appear after Balance when you choose them under Display Columns (see below). The table footer shows the total balance across every family in the report.
Choose which columns to show
Use Display Columns (top right of the report card) to add profile fields as extra columns.
- Click Display Columns to open the panel titled Display Columns.
- Under Select profile fields to display, type in the filter box to narrow the list, then check the fields you want. Helper text: Selected fields will appear as columns in the table below.
- Click Save Display Columns. The page refreshes with those columns on the table and on export.
Camper fields use their field names. Guardian fields appear as Guardian 1 … and Guardian 2 … so you can show the same field for each guardian. When no profile fields are available, the panel shows No profile fields available.
You need Financials access (finance module permission). The report is not on free plans.
Run the report
Open the report
Open Financials → Aging Account Balance.
Set the date range and season
Pick the start and end dates you want to review, and optionally choose a season or program group. Leave the dates blank to use the last 30 days. When you pick a season and leave dates unset, the report can use that season's start and end dates.
Optional: add profile columns
Use Display Columns if you want school, phone, or other profile fields next to each family's balance.
Review and export
Review each family's balance and the total at the bottom. You can sort, search, and export the table using the built-in export tools. Exports include any profile columns you saved.
For a full transaction-level breakdown of a single family's charges, payments, and credits over time, use the Family Ledger report instead.