Compensation Report

The Compensation Report summarizes the information on the Compensation Worksheet and Expense Worksheet.  Most districts require a similar form as part of the Final Report.

You must have calculated the Trustee’s compensation on the Compensation Worksheet form prior to running this report.  The report runs for all information on the current selected case.

Accessing the Report

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

Generating the Report

From the Parameters for Compensation Report screen, populate the following field, if applicable:

  • e-Sign:  Select this checkbox if you wish to e-sign the report.

Printing the Report

From the Parameters for 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.

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