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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / what is the best repor...
Small and medium business | Business Central, N...
Answered

what is the best report to show Accounts receivable balance by customer for past date?

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Posted on by Samantha73 3,297

Hi All

I have tested several reports for displaying debtor balances for a past date - say 31.12.2023. What do other peoples experiences?

Thanks

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,165 Moderator on at

    Have you tried the customer balance to date report?

    I think that should give you what you are looking for.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 99,090 Super User 2026 Season 1 on at

    Hi, Can you try the "Filter totals by feautre" on the Customer List?

    pastedimage1676250135963v1.png

    pastedimage1676250146922v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Gavin Profile Picture
    Gavin 2,510 on at

    Hi,

    I tend to recommend the "Aged Accounts Receivable" for balances "as at" a certain past date.

    You can enter the date from the past in the "Aged as of" and this should give you an accurate past balance.

    pastedimage1676274029720v1.png

    Hope this helps.

    Thanks

    Gavin

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