The quick answer
Open the Customers list in NetSuite Next and click the Days Overdue filter button above the results. Set Condition to Greater than and type 60 in Number. The filter shows up as a Days Overdue > 60 chip in the list's search box, and the list keeps only customers whose Days Overdue is greater than 60. There's no saved search involved. Use Greater than or equal to instead if a customer at exactly 60 days should stay in.
The screenshots show sample data. Person and operating-company names are fictional. Use your own records and values when following the steps.
Before you start
This guide covers the filter buttons on lists in NetSuite Next, the newer NetSuite interface. You filter the list on the page itself, so there's no saved search to build. NetSuite Next isn't in every account yet, and which list filters and columns you see can depend on your release, your role, and the list view you're on. If your Customers list has no Days Overdue filter button, you can't follow these exact steps in that view.
The example is a collections question: which customers are more than 60 days overdue? You need a role that can open the Customers list and see customer financial fields, and open receivables with due dates so there's something to be overdue. On a customer, Days Overdue comes from the oldest open invoice that's past its due date. A customer with invoices 74 and 47 days past due shows 74. Overdue Balance is the total of the open amounts that are past due, while Balance also counts amounts that aren't due yet.
The list view in this example already shows Overdue Balance and Days Overdue as columns. The filter works without them. If your view doesn't show them, open Manage columns, the button at the right above the columns, and look for them among the available columns. The panel says changes to columns are applied and saved automatically. Showing the column before you filter lets you check every row against the filter instead of trusting a count.
01. Read the full Customers list
Open the Customers list. Here the view is All, it shows 18 results, and the columns are Entity ID, Customer, Terms, Balance, Overdue Balance and Days Overdue. A row of filter buttons sits next to the search box: Sales Rep, Balance, Credit Limit, Customer, Days Overdue, Entity ID, On Credit Hold, Overdue Balance, Price Level and Terms, followed by a ... button.
Read the Days Overdue column before you filter. Three rows sit around the threshold: Copperline Diner at 59, Driftwood Oyster Bar at 60 and Elm Hollow Bakery at 61. Lantern Row Tavern is the highest at 103, and several customers show 0.
02. Filter Days Overdue greater than 60
Click the Days Overdue filter button. It moves into the search box as a Days Overdue chip, and a popover opens under it with Condition set to Is equal to and an empty Number field. Open Condition. The list offers Is empty, Isn't empty, Is equal to, Isn't equal to, Greater than, Greater than or equal to, Less than, Less than or equal to, and Is between. Choose Greater than.
Click back into Number and type 60. The chip changes to Days Overdue > 60 and the count drops to 4 results. In this example the list refreshed with the popover still open. There's no Apply button. The view name also picks up an asterisk, All *, which marks the view as changed. Check with your administrator how changed views are kept or shared before relying on one. Click outside the popover to close it.
03. Check which customers remain
The list is still sorted by Customer, so the four rows come back in name order: Birch & Barley Brewpub (88), Elm Hollow Bakery (61), Juniper Table (74) and Lantern Row Tavern (103). Each one has an Overdue Balance above zero.
Now check the rows that left. Driftwood Oyster Bar at exactly 60 is gone because Greater than doesn't include 60 itself. Copperline Diner at 59 is under the line. Because you read the column before filtering, you can confirm the filter did what you meant.
Check the result
- The search box shows the chip Days Overdue > 60.
- The count went from 18 results to 4 results.
- Every remaining row shows Days Overdue above 60: 88, 61, 74 and 103.
- Driftwood Oyster Bar (60) and Copperline Diner (59) are no longer in the list.
To go back to every customer, remove the chip with its X. Counts and values depend on your data and today's date, and they change as invoices are paid or pass their due dates. You only see the customers your role can see, and subsidiaries, currencies and customer hierarchies can affect these customer-level values. If you need the list emailed on a schedule, invoice-level detail, or overdue amounts as of an earlier date, a saved search or an A/R aging report is the better tool.
Common questions
Why is a customer at exactly 60 days missing from my Greater than 60 filter?
Greater than 60 only keeps customers above 60, so a customer at exactly 60 drops out. That's what happened to Driftwood Oyster Bar here. If the threshold day should count, pick Greater than or equal to instead.
What's the difference between Days Overdue and Overdue Balance?
Days Overdue is how many days the customer's oldest open overdue invoice is past its due date. Overdue Balance is the total of the customer's open receivables that are past due. Balance goes further and includes amounts that aren't due yet, so a customer can have a big Balance and a small Overdue Balance.
How do I add the Days Overdue column if my list doesn't show it?
Open Manage columns, the button at the right above the columns, and look for Days Overdue among the available columns. The panel says column changes are applied and saved automatically. What's available there can vary by account, role and release.
How do I clear the filter?
Remove the Days Overdue > 60 chip from the search box with its X. The list goes back to showing every customer your view includes.
What does the asterisk next to the view name mean?
It marks the view as changed, here because a filter was applied. It doesn't tell you the change was saved or that anyone else will see it, so check with your administrator how changed views are kept and shared in your account.
When should I use a saved search or an A/R aging report instead?
The list filter is for a quick question on screen, as of today. Use a saved search when you want the criteria reused, emailed on a schedule, built with formulas, or broken out by invoice. Use an A/R aging report when you need overdue amounts as of a specific earlier date.