Accessing the Report

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

Generating the Report

From the Parameters for Task Report screen, populate the following fields:

• Report Format:  Select either ‘Landscape – With More Details’ or ‘Portrait – Key Information Only’ via the radio buttons.
• Trustee:  Select the Trustee number or ‘-All-‘.
• Case Selection:  Select ‘Specific Case’, ‘All Cases’, ‘Personal (No Case)’ or ‘All Cases and Personal’.
• Case:  This field will only become functional if ‘Specific Case’ is selected above.  If it is, select a case from the drop-down box.
• Select Dates Based On:  Select the appropriate option from the drop-down menu.
• Date Range:  Enter the appropriate date range for the cases you would like to print.
• User:  Select a user from the drop-down menu or ‘-All Users-‘.
• Task Status:  Select the appropriate option from the drop-down menu or ‘All’. (verify)
• Include Private Tasks:  Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
• Include Notes:  This screen includes three primary checkboxes and seven sub-checkboxes.  Selecting ‘Case’, Asset’ or ‘Claim’ will auto-select all of the checkboxes under whichever option you selected.  You can uncheck all but one box for each; thus, for ‘Claim’, ‘Claim Memo’ will automatically be selected.  You can select all of the checkboxes to print if you wish.
• Sort By 1 and Sort By 2:  Select the appropriate options from the drop-down menu(s) and the ‘Page Break’ checkbox(es) if you would like to see a page break between cases.

Printing the Report

From the Parameters for Task 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.