Action Item Report Selection Criteria

Use the following selection criteria to narrow down the accounts to be included on this report.  Otherwise, the report will list all actions for all accounts for all clients with due dates in the default date range.  

• Client: Select to include All Clients, a Client Group, a Single Client or a Client Set. Only accounts with this client selection will be eligible for inclusion on this report.
• Status: Select to include accounts with All Status Codes, a Status Code Range or  Status Code(s) From List only accounts with the selected status codes will eligible for inclusion on this report.
• Action Items:  Select to include on this report  All Action Items, An Action Items List, All Delinquent DU Actions or Only Court Action Items.  Only the selected action items with due dates within the selected range will be eligible for inclusion on the report.
• Type: Select to include either All Type Codes, Type Code(s) from List or a Single Type Code .Only accounts with the selected type codes will be eligible for inclusion on this report.
• Court:  Select include all Courts or a single court assignment.  Only accounts with the selected court assignments will be eligible for inclusion on this report.
• Responsible: Select to include All Responsible Attorneys or a Single Responsible Attorney.  Only accounts that have the select Responsible Attorney assigned will be eligible for inclusion on this report.
• Report Grouping:  Select to group the report by clicking the button next Yes.  See Report Grouping.
• Page Break: Click the box next to Page Break After Group to start each Group listing on a new page. If left blank, the next Group in the report will start after the previous Group with no page break.
• Reset Page Number: Click the box next to Reset Page Number After Group to cause the page counter to be reset to page #1 after each group. If left blank the report will page sequentially until complete.
• Date Range:  Select to include action items with a due date within a selected date range on this report.  Click the button and select a beginning and ending date or type the date in each field in the MMDDYYYY format.   Only accounts with action items with a Due date within the date range will be eligible for inclusion in this report.
• Open Date Range: Select to include action items on accounts opened within a date range.  Click the button and select a beginning and ending date or type the date in each field in the MMDDYYYY format.  Only accounts opened within the date range selected will be eligible for this report.  To select all account regardless of open date, leave the begin date blank and set the last date to todays date. (This is a Version 4 Feature.)
• Operators:  Select to include All Operators or Select Single Operator on this report.   The operator is the user that added the action item.  
• Include Inactive Accounts: Click the box to include Inactive Accounts.  Otherwise, only active accounts will be eligible for inclusion on this report.
• Account Balance: Click the  box to list the Account Balance for each account listed on the report.  
• Sort Order:  Click the button and select to sort the entries listed on the report by either Debtor Name, Client Id, Action Date and Time or Court File Number.  
• Advanced Options:  Select to include additional fields of information on a report, click Advanced Options located on the left side of the Report Selection Screen.
• Save Settings: To save these report settings, click the button.   Users do not have to save settings to run the report with the current selections.   The save settings option can be used as a short cut when running future reports.  Select the most common settings and click the button.   The next time this report accessed it will show the settings that were saved.   To clear the saved settings, click the button.  
• Print: To generate report click Print. Then select to print to File, Printer, Screen or Cancel generation of report.
• Action Item Report Sample