This report shows all accounts for which the “Complaint Served” date is more than 30 days old and there is no date entered under “Judgment Sent.”
These accounts will not have a “Last Payment” date that is less than 37 days old.
These accounts will not have any item selected under “Motions.”
These accounts will not have an attorney name entered under “Debtor Attorney Name.”
These accounts will not have “Lien Sent,” “Lien Received,” “Itemization Requested,” for “Itemization Sent,” or “WFI” selected under the “Legal Standing” heading.
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.