Accessing the Report

From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Case’ tab and select ‘Case Professionals’ from the Print Reports screen to invoke the Parameters for Case Professionals screen (shown below).

Generating the Report

From the Parameters for Case Professionals screen, populate the following fields:

• Trustee:  Select the Trustee number or ‘-All-‘.
• Case:  Select the Case number or ‘-All-‘.
• Asset Type:  Select ‘Both’, ‘Asset’ or ‘No Asset’ via the radio buttons.
• Sort by:  Select ‘Case Number’ or ‘Case Name’ via the radio buttons.
• Case Open Range:  Enter the dates during which the case was open.
• Include Closed Cases:  Select this checkbox if you wish to include cases that have been closed in your report.
• Show Cases for These Professionals (two radio button options):  Select either ‘Prof. Name’, an individual’s personal name or ‘-All’.  If you select ‘-All-‘, the second option, ‘Professionals’, becomes available and has the following four checkbox options (you can select one or all):
  • Judges
  • Debtor Attorneys
  • Trustee Attorneys
  • Other (includes a drop-down list in which you can select other types of professionals or ‘-All-‘.)

Printing the Report

From the Parameters for Case Professionals screen, select from the following options:

• Preview:  Selecting this button enables you to view before printing.
• Print:  Selecting this button sends the report to the default printer.
• To PDF:  This button prints the report to PDF and saves a copy to Document Management.
• Cancel:  This button undoes any changes and cancels the print job.
• Save Defaults:  This button sets the current field selections as the default each time this report is accessed.