Report Info:
This report shows all accounts where you have sent the debtor itemization documents on their debts that they requested until a judgment is entered.
Rules:
- This report shows accounts that have “Itemization Sent” selected under “Legal Standing.”
- This report shows only “Open Records,” not “Closed Records.”
- These accounts will not have a “Judgment Entered” 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.