Debtor List Detail 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.
• Courts: Select to include All Courts or a Single Court.  Only accounts that have the select Court assigned will be eligible for inclusion on this report.   (This is a Version 4 Feature.)
• Receiving Attorney: Select to include All Receiving Attorneys or a Single Receiving Attorney.  Only accounts that have the select Responsible Attorney assigned will be eligible for inclusion on this report.
• Report Format: Click the  arrow and select Report Format.  Choose Detailed.
• 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. 
• Additional Print Items:  Check the box to select the Additional Print Items to be printed on the report.  More than one can be selected.  
• Sort Order: Click the  arrow of Sort Order.  Select the report to be sorted by Debtor Name or Account Number.
• Inactive Accounts: Check the check box to include Inactive Accounts.  Otherwise, only active accounts will be eligible for inclusion on this report.
• 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 Detail Report Sample