Aging Account Balance report
See each family's outstanding balance built up over a date range, so you can track how much is owed and follow up on aging balances.
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.
The table footer shows the total balance across every family in the report.
Run the report
Open the report
Open the Financials area of your admin portal and choose the Aging Account Balance report.
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.
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.
For a full transaction-level breakdown of a single family's charges, payments, and credits over time, use the Family Ledger report instead.