Reports – Legal Reports: 3: Filed Complaints to be Served

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Report Info:

This report shows all complaints that are filed with the court, but not yet sent to a process server for service. Send the complaint and summons on these accounts to a process server.



  • This report shows all accounts that have a “complaint filed” date entered, but no date entered
    for “sent for service.”
  • 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.

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