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Report Info:

This report shows all new accounts that have been entered but a complaint and summons have not been filed. This report is a list of all complaints and summons that need paperwork prepared and filed with the court.

 

Rules:

  • This report shows all accounts that have an“Account #” entered, but that have no date entered for “complaint sent” for filing.
  • This report shows only “open records,” not “closed records.”

 

Filters:

  • Client Name
  • Collection Statuses

 

Tips:

If you would like to see how this report applies to your accounts specifically, we suggest creating a test account which can be applied to any number of practice scenarios

For any filters that have a listed box of options available (such as Collectors or Clients), multiple items can be selected from that box by holding the CTRL button (or COMMAND button) while clicking each item.

All legal reports may be exported as a .csv  file by clicking on the “Export to a CSV File” button at the top of the report

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.