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Filtering Delinquent Summary by Charge Code Aging Report by Charge Code

Currently, the Delinquent Summary by Charge Code Aging Report does not support filtering by a specific charge code when a homeowner has outstanding balances on multiple charge codes. This limitation arises because homeowner details are displayed only on the first line associated with their open charge codes.

As a result, if you apply a filter for a specific charge code and that code is not the first listed for a given homeowner, the report will display a blank row where their details would normally appear.

Below is an example of how the report appears when filtered for charge codes containing the word "Admin."

Because each homeowner is displayed on a separate row for each charge code, some rows may appear with blank homeowner details.

 

How to Display Both Charge Code Totals and Homeowner Information from the Delinquent Summary by Charge Code Aging Report

Currently, the only way to view both charge code totals and corresponding homeowner information is to export the Delinquent Summary by Charge Code Aging report to Excel and manually fill in missing homeowner data next to each relevant charge code balance (e.g., Admin Fee).

Below are the steps to accomplish this using Excel’s Go To Special feature:

  1. Export the report to Excel. For example, for the report dated 12/31/2024, you will have 1,369 rows of data.
  2. Select the homeowner data. Highlight cells A1:E1369 (adjust as needed based on your file).
  3. Navigate to Go To Special:
    • Click Home > Find & Select > Go To.
    • Click the Special button.
    • Choose Blanks, then click OK. This will highlight all blank cells in the selected range.
  4. Fill in missing homeowner data:
    • In the first highlighted blank cell (it will have a green border), type =, then press the up arrow key.
    • Hold Ctrl and press Enter. This action copies the data from the cell above into all selected blank cells.
  5. Filter the report for Admin charges:
    • Select any cell in the header row.
    • Press Ctrl + Shift + L to apply filters.
    • Use the filter on Column F to show only rows with the Admin Fee charge code.
  6. Calculate totals:
    • Add totals for Columns G through K to view the amounts owed for the Admin Fee charge code.

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