How To Pull Aging Reports
- Click one of the links below:
Detail report = http://fis-az-gp1/reports/report/Custom/AR%20Historical%20Aged%20Trial%20Balance%20-%20Detail%20-%20New
Summary report = http://fis-az-gp1/reports/report/Custom/AR%20Historical%20Aged%20Trial%20Balance%20-%20Summary
2. Select your branch from the UDF1 drop down (by default, all branches are selected)
3. If you would like to run the report for a single client enter the company ID from Bullhorn into the “Customer ID From” and “Customer ID To” boxes.
4. After selecting your branch, click View Report in the upper right corner.
5. If you would like to save the report as a PDF, excel doc, word doc, etc. click the disk drop down and select the file type that you would like to use or if you would like to print the document click the print button.
