This report shows all accounts for which that are waiting for information. Change the “Legal Standing” to “WFI” when you have reached a dead end on an account and are awaiting new information such as an address, employment, or banking information before you can take steps to start collecting on the account again. You can print this report to give to your client such as a collection agency to search for new information on the debtor.
- This report shows all accounts that have “WFI” selected under “Legal Standing.”
- This report shows only “Open Records,” not “Closed Records.”
- Client Name
- Collection Statuses
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.