How This Workflow Works
This workflow generates a transaction aging report by validating input data, calculating the age of each transaction, grouping them into defined aging buckets, and presenting the results in both tabular and visual formats. The process supports flexible data sources and produces outputs suitable for review, reporting, or audit purposes.
Key Features:
- Validate numeric, date, and character fields to ensure data quality
- Select a custom cutoff due date and categorizes transactions into defined aging periods
- Generate an interactive dashboard and visualizations for quick insights
- Automate report creation and distribution
Step-by-step:
1. Validate and Clean Input Data:
The workflow checks that all required fields—such as transaction amounts, dates, and identifiers—are present and correctly formatted. It flags and handles missing or invalid entries to ensure the data used for aging analysis is reliable.
2. Calculate Transaction Age and Assign Aging Buckets:
Each transaction's age is calculated based on the difference between its date and a selected cutoff date. The workflow then assigns transactions to user-defined aging categories (for example, 0–29 days, 30–59 days, etc.), making it easier to identify overdue items.
3. Visualize and Share Insights:
The results are presented through descriptive statistics, tables, and charts in an interactive dashboard. The workflow supports exporting reports in various formats and can distribute them via email, making it straightforward to share findings with stakeholders.