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Report Info:

This report shows all accounts where the debtor has requested itemization on their debts and you are in the progress of getting the requested documents.

Rules:

  • This report shows accounts that have “Itemization Requested” selected under “Legal Standing.”
  • 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See anything missing or out of date on this page?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.