Debtor Balance Report Selection Criteria

Use the following selection criteria to narrow down the accounts to be included on this report.  Otherwise, the report will list all debtor accounts for all clients.

• Client: Select to include All Clients, a Client Group, a Single Client or a Client Set. Only accounts with this client selection will be eligible for inclusion on this report.
• Status Codes: Select to include accounts with All Status Codes, a Status Code Range or  Status Code(s) From List only accounts with the selected status codes will eligible for inclusion on this report.
• Report title: The Report Title will default to Debtor Balance Report.  To change the report title, click in text box and enter new name.
• Report Format: Click the  button and select the Report Format.  Choose either Summary or Detailed.
• Type Code:  Click to include either All Type Codes, Type Code(s) from List or a Single Type Code. Only accounts with the selected type codes will be eligible for inclusion on this report.
• County: Select to include accounts from All debtor Counties or a single County.  See County.  Only accounts with the selected counties will be eligible for inclusion on this report.
• Account Members: To narrow the report to include only accounts with a selected account member, select Yes next to the Account Member selection.
• Report Grouping: Click Yes or No for Report Grouping.
• Page Break: Check Page Break After Group to start each Group listing on a new page. If left blank, the next Group in the report will start after the previous Group with no page break.
• Page Number: Check Reset Page Number After Group to cause the page counter to be reset to page #1 after each group. If left blank the report will page sequentially until complete.
• Sub Total: Select Sub Total After Group to display a Subtotal line to be printed at the end of each group listing. When left blank no Subtotal line is generated.
• Inactive Accounts:  Click the box to include Inactive Accounts.  Otherwise, only active accounts will be eligible for inclusion on this report.
• Post Interest: If you want the report to print the only the interest that has been posted with an INT transaction then check the Posted Interest Only box.  This will not include the new interest on the account.
• Sort Order: Click the button to select the report Sort Order.   Select to order the report by Debtor Name, Claim Number, Reference Account Number or Court File Number.
• Interest As Of: Click the button and select the Interest As Of date to show all interest including new interest through the selected date.
• Advanced Options: To include additional fields of information on a report, click Advanced Optionslocated on the left side of the Report Selection Screen.
• Save Settings: To save these report settings, click the button.   Users do not have to save settings to run the report with the current selections.   The save settings option can be used as a short cut when running future reports.  Select the most common settings and click the button.   The next time this report accessed it will show the settings that were saved.   To clear the saved settings, click the button.  
• Print: To generate report click Print. Then select to print to File, Printer, Screen or Cancel generation of report.
• Debtor Balance Detail Report Samples
• Debtor Balance Summary Report Samples