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Report Info:

This report shows all open accounts with no activity for 120 days.  This report alerts you to any account that may have been overlooked, so you can analyze the account and see what step needs to take place next.  This report was designed as a backup to make sure no files slip through the cracks and that they are accounted for on another report.

Rules:

  • This report shows all accounts in which there have been no entries of any kind (including notes) for more than 120 days.
  • This report shows only “Open Records,” not “Closed Records.”
  • These accounts will not have a “Legal Standing” of “WFI,” “Body Writ Sent,” or “Lien Received.”
  • These accounts will not have a date entered in “Garnish Recheck Date” that is a future date.

 

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See anything missing or out of date on this page?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.