How to Generate AR Aging Reports in NetSuite

📌 Aging reports are essential for understanding overdue invoices and managing your company's cash flow. If you need more visibility by geography or customer profile, Oracle NetSuite allows you to customize standard AR reports to filter and group by region or segment. This guide shows you how.

Steps to Generate Region or Segment-Based AR Aging Reports

This helps finance teams pinpoint high-risk areas, prioritize collections, and gain better visibility across customer categories or territories.

Step 1: Access the AR Aging Reports

• Go to: Reports > Customer/Receivables > A/R Aging > Detail
  
  
• You can also find relevant reports under:
  
  
  1. Reports > Sales & Marketing > Sales Invoices
     
     
  2. Reports > Sales & Marketing > Customer Invoices

Step 2: Customize the Standard Reports

• Use filters like Customer Category, Shipping Address, or Sub-customer to narrow results by segment or region
  
  
• Add columns such as Customer Segment, Region, Collector, or Payment Terms to view more context
  
  
• Summarize the report by region or segment to get aggregated overdue balances
  

Step 3: Create Custom AR Aging Reports Using Saved Searches

• Go to: Lists > Saved Searches > All Saved Searches > New > Transaction
  
  
• Set criteria for open invoices, aging periods, and specific regions or customer segments
  
  
• Include fields like Invoice Date, Due Date, Aging Buckets, Amount, Region, and Customer Segment
  
  
• Use formulas if needed to create custom aging buckets
  
  
• Save the search and reuse it for ongoing analysis

Step 4: Export with ExtendInsights (if applicable)

• Create or use a saved search with AR aging data
  
  
• Use ExtendInsights to bring the data into Excel for real-time updates and visualization
  
  
• Build pivot tables or dashboards for a more dynamic AR view
  

Step 5: Consider Third-Party Reporting Tools

• Use platforms like CloudExtend, Tableau, or Power BI to analyze NetSuite data with more flexibility
  
  
• These tools allow for advanced filtering, scheduling, and visualizations

Pro tip: Manually filtering and exporting AR aging data every month is time-consuming. A tool like Growfin connects directly to NetSuite and gives you real-time, region- and segment-specific aging insights, plus follow-up actions for your collectors.

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