Debtor List Account Format 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 debtor accounts for all clients.

• 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 Code: 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.
• Debtor Range: Select to include All debtors or a Debtor Range to 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.
• Receiving Attorney: Select to include All Receiving Attorneys or a Single Receiving Attorney.  Only accounts that have the select Receiving Attorney assigned will be eligible for inclusion on this report.
• Report Format: Click the button and select Report Format.  Choose Account Format.
• Type Code: Select to include 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. 
• Transaction Date Range:  Select to include transactions posted with in a date range.  Click the button and select the beginning and ending dates in the date range or type the date in the MM/DD/YYYY format.   Only transactions within this date range will be reported.
• Account Balance Range: Select the Account Balance Range of the accounts to be included on the report.  If you want all accounts no matter the balance, select 0.00 thru 9999999.99.
• Inactive Accounts:  Check the check box to include Inactive Accounts.  Otherwise, only active accounts will be eligible for inclusion on this report.
• Sort Order: Click the  arrow of Sort Order.  Select the report to be sorted by Debtor Name, Account Number or Reference Number.
• 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.    
• Print: To generate report click Print. Then select to print to File, Printer, Screen or Cancel generation of report.
• Debtor List Account Format Report Sample