Accessing the Report

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

Generating the Report

From the Parameters for Claim Register screen, populate the following fields:

• Trustee:  Select the Trustee number or ‘-All-‘.
• Case:  Select the Case number via the drop-down box.
• Sort by:  Select either ‘Claim No.’ or ‘Claim Name’ via the radio buttons.
• Exclude Scheduled Claims:  Select this checkbox if you do not wish to include Scheduled Claims in your report.
• Print Claim Memo  Select this checkbox if you wish to include the Claim Memo in your report.
• Print Claim Category, Priority:  Select this checkbox if you wish to include the Claim Category, Priority in your report.
• Date Filed:  Select this checkbox if you wish to include the Date Filed in your report.
• Amount Filed:  Select this checkbox if you wish to include the Amount Filed in your report.
• Category:  Select the category number for the claim from the drop-down list or ‘-All-‘.
• Select:  Select either ‘All Claims’, ‘Only Claims With Objections’ or ‘Only Claims Without Objections’ via the radio buttons.
• Report Title:  Select an appropriate report title (default is Claims Register).

Printing the Report

From the Parameters for Claim Register 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.