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Track A/R Aging Health Over Time

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Last updated on Aug 26, 2026

Use the A/R Aging Health Trend Report to measure the health of your A/R Aging over time, beyond what a single point-in-time A/R Aging Report shows.

A/R Aging Health Trend report with 0-60 and over-60 day rows as percentages, above a stacked bar chart with a goal target series

The A/R Aging Health Trend Report is part of Maxio Platform's Advanced A/R Management functionality. For more detail, see Understand How A/R Management Works. To add this report to your account, contact Maxio Support to discuss enabling this add-on module.

Using the A/R Aging Health Trend Report

With this report, you can:

Measure the percentage of Invoices that have been outstanding past your defined threshold, and compare that to past balances with the click of a button.
Quickly understand if your current Invoice population is abnormally at risk compared to historical periods.
Measure whether your Invoice population is getting healthier over time.

A/R Aging Health Trend Report Builder with values shown as a percentage of total and Include Goal Target ticked to draw a target line

Configure options

Go to Reports > Add Report > Finance Reports > A/R Aging Health Trend to open the report builder. This report includes the following configuration options.

Option	Description
Registers	Select one or more Registers from which Transactions are to be included. If none are selected, all are included.
Aging From	Choose which date the report ages from: Due Date - Shows the Current A/R (not yet due) and day ranges for all outstanding, overdue A/R. Invoice Date - Shows aging for all outstanding A/R based on day ranges from the Invoice's issue date. This doesn't consider payment terms; there's no Current bucket in this mode.
Display Values As	Choose Percentage of Total (default) or Sum of Values.
Include Goal Target	Enabled by default. Adds a target line to the graph representing your A/R health goal.
Goal Target	The target value for your A/R health goal, entered in whichever unit Display Values As is set to (a percentage number if Percentage of Total, a currency sum if Sum of Values). This value isn't automatically converted between the two.
Number of Aging Periods	Determine the number of periods you want to use to divide your dataset.
Days per Aging Period	Determine the length of each aging period.
Periodicity	This is a separate setting from Number of Aging Periods and Days per Aging Period above: those control the aging buckets themselves (the report's rows), while Periodicity controls how often the report takes a new trend snapshot across your Date Range (the report's columns). Choose Monthly, Quarterly, or Yearly. Quarters and years follow the calendar, so their length varies (90-92 days for a quarter, 365-366 for a year).
Date Range	Select fixed Custom Dates or one of the date range options.
Filters	Select one or more filters and appropriate matching criteria to filter in or out relevant Contracts or Customers. Invoice-level fields (Invoice Number, Type, PO Number, Memo) aren't available for this report's filters.
Output Format	Choose Table or one of the supported charts: Line Chart, Vertical Bar Chart, Stacked Vertical Bar Chart, or Stacked Area Chart.

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