Accessing the Report

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

Generating the Report

From the Parameters for Aged List screen, populate the following fields:

• Trustee:  Select by Trustee number or ‘-All-‘.
• ‘Cases over xx Months old. (Stale cases)’ and ‘Cases over xx months old. (Aged cases)’:  You may use the report defaults, 30 and 36 months, or you may change the numbers to whatever you wish in order to define “stale” and “aged” cases.
• Exclude Cases with TFR Date:  Check this box if you wish to exclude all cases with Trustee’s Final Report dates.
• Exclude Cases with Fee Paid:  Check this box if you do not wish to include cases with the fees paid.

Printing the Report

From the Parameters for Aged List screen, select from the following options:

• Preview:  This button enables you to view the report before printing.
• Print:  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.