The Proposed Distribution Cover Letter is an example of a commonly used cover sheet for Trustees’ Proposed Distribution and/or Final Reports. You may generate it for one or all cases, in numeric or alphabetical case order.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Claims’ tab and select ‘Proposed Distrib. Cover Lettter’ from the Print Reports screen to invoke the Proposed Distribution Cover Letter screen (shown below).
Generating the Report
From the Proposed Distribution Cover Letter screen, populate the following fields:
- Trustee: Select the Trustee number or ‘-All-‘.
- Case: Select the Case number or ‘-All-‘.
- Sort by: Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
Printing the Report
From the Proposed Distribution Cover Letter 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.