Learn how to generate the Tickler Report, a reminder report of special dates and/or events in the system.

Learn how to generate the Tasks Report, which shows your task status that you can set up in the ‘Tasks’ tab of the Case Information screen.

Learn how to generate the Tardy NDR Report, which lists cases that either are without a No Distribution Report (NDR) Date or have a NDR date a certain number of days past the Initial Debtor Examination (IDE) Date.

Learn how to generate the Surplus to Debtor and Interest report, which will assist you in determining if the case is likely to involve a Surplus to Debtor situation.

Learn how to generate the added, numbered “pleading lines” along the left side of the page on the NDR.

Learn how to generate the standard “pleading-type” notice on the NDR.

Learn how to generate the Receipts Log report, which lists details on all of the items entered into the Receipts Log in Trustee Suite.

Learn how to generate the Receipts and Disbursements Report, the most inclusive of all the ledger-type reports in outlining all income and expenses of the estate.

Learn how to generate the Proposed Wage Claims Worksheet, which enables you to print a report of the Employee withholding before the actual checks have been cut.

Learn how to generate the Proposed Distribution Cover Letter, which is an example of a commonly used cover sheet for Trustees’ Proposed Distribution and/or Final Reports.