Accessing the Report

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

Generating the Report

From the Parameters for Projected Compensation Report screen, populate the following fields:

• Trustee:  Select the Trustee number or ‘-All-‘.
• Sort by:  Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
• Date Range:  Enter the applicable date range.
• Date Submitted:  Enter the date the claim was submitted.
• Report Options:  Select either ‘Include Trustee and Trustee Attorney Fees’, ‘Include Trustee and Trustee Accountant Fees’ or ‘Include Trustee Fees Only’ via the radio buttons.

Printing the Report

From the Parameters for Projected Compensation Report 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.