Debtor List Summary 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.
• Court: 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 Grouping: Click Yes or No for Report Grouping.  If you choose Yes, select to group by Client Id, Operator, Originator, Receiving, or Responsible. The reported debtor accounts will be grouped in the selected order.
• Report Format: Click the  arrow and select Report Format.  Choose Summary.                    
• 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. 
• Page Break: Check 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.
• Page Number: Check 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.
• Sub Total: Select Sub Total After Group to display a Subtotal line to be printed at the end of each group listing. When left blank no Subtotal line is generated.
• Include New Interest: Select to Include New Interest in the Balance Reported.
• Advanced Options: To additional fields of debtor information on a report, click Advanced Optionslocated on the left side of the Report Selection Screen.  The fields will be listed in the Additional Print Items field.   Current Balance has been marked by default but can be removed.
• 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.
• Sort Order: Click the  arrow of Sort Order.  Select the report to be sorted by Claim Number,  Debtor Name or Account Number.   The reported accounts will sorted in the selected sort order for each group.
• 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 Summary Report Sample