Hi Linda,

If you need this information in Excel with each customer on one row, the easiest way to do this is:

1) Use the Calculate Customer Aging function in Adagio Receivables to determine the aging 30/60/90 amounts by customer. You can choose to do this either by Due Date (like the Overdue Receivables report) or by Invoice Date (like the Aged Trial Balance report).

2) Use the SmartFinder and edit the columns on the grid to include the information you want - customer name, phone number, address fields, and (near the bottom of the field list), Aged Current, Aged Bucket 1, Aged Bucket 2, Aged Bucket 3, and Aged Budket 4.

3) Generate a search based on desired criteria, such as all customers or perhaps only those that have an amount in any of the Aged Bucket columns.

4) Click the Excel Direct button to send the generated customers to an Excel spreadsheet. You don't have to use any other software to get this - it can be done completely within Adagio Receivables.

As you have Crystal Reports, you can create a report that is based on the Customer Information file and linked to the Customer Extension file to get the same information as above. If you are using version 9.0A of Adagio Receivables, there is a single 'Customer Master' data file on which you would base the report. The 'aged bucket' fields are in the Extension table, if you use Adagio Receivables 8.1A or earlier.

If you have Adagio GridView, you can use this to create a view file that mimics the column layout of the SmartFinder grid as described in step 2 above. The advantage of doing this with GridView is that you have more flexibility in selecting or filtering customers, or adding calculated columns, before sending to Excel. You can also attach this view to the Inquiries menu so that you can get the customer list on demand.