Whether you need to submit a TIR to your UST or you need to understand what’s happening across a set of cases, the reports in Trustee Suite will help you keep on top of your caseload.
1099 Forms
Learn how to generate 1099 Forms in Trustee Suite.
1099 Worksheet
Learn how to generate the 1099 Worksheet in Trustee Suite.
A/R Aging Report
Learn how to generate the A/R Aging Report, which lists each A/R account and displays the amount due for the various scheduled payments of accounts that are over 90 days overdue by time overdue (from the most overdue down to the least overdue).
A/R Aging Summary
Learn how to generate the A/R Aging Summary, which lists each A/R account and groups the amount due for the various scheduled payments into columns based on the number of days overdue.
A/R Status Report
Learn how to generate the A/R Status Report, which lists scheduled payments with the amounts and dates received by each account, within each asset.
About Code Reports
Learn about the different types of Code Reports in Trustee Suite, which allow you to print most of the items found in Trustee Suite "Lists".
About Custom Docs
Learn how to use the Custom Documents menu, where you can instantly print Final Reports, Final Accounts or other customized reports for a case.
About Uniform Reports
Learn how to generate the Uniform Reports (the NFR, TFR, and TDR) in Trustee Suite.
Aged List
Learn how to generate the Aged Cases List Report, a listing of "older" cases over a specified number of months old and what percentage of the total cases the aged cases represent.
All You Need to Know – Trustee’s Final Report Preparation Video
A recording of the August 2021 training class.
Asset Report
Learn how to generate the Asset Report, a comprehensive review of all money received for estate assets.
Auditor (Legacy)
Learn how to generate the Auditor report, which helps to catch errors in the entering of information for U.S. Trustee Forms 1, 2 and 3.
Automating Data with Merge Documents Video
A recording of the May 2019 training class.
Balances for Open Asset Cases
Learn how to generate the Balances for Open Asset Cases Report, a detailed list of your open asset cases.
Bank Recon Details
Learn how to generate the Bank Reconciliation Details report, which prints a single page for each open bank account, showing the ledger and available balances, as of the last day of a month, or as of today.
Bank Recon Summary
Learn how to generate the Bank Reconciliation Summary report, which lists all account balances, comparing the ledger and bank balances and showing the “out of proof” amount.
Best Practices for Tax Intercept Letters Video
A recording of the November 2020 training class.
Bond Status Report
Learn how to generate the Bond Status Report, which shows the “bonding status” of each of your cases, whether they are bonded under a blanket bond or individual case bond.
Calendar Appointments Report
Learn how to generate the Calendar Appointments Report, which shows you your appointments that were set up in the Case Task tab.
Calendar Monthly Report
Learn how to generate the Calendar Monthly Report, which includes several filter options to display Appointments, Tasks and Daily Notes.
Calendar Weekly Report
Learn how to generate the Calendar Weekly Report, which includes several filter options to display Appointments, Tasks and Daily Notes.
Case Listing
Learn how to generate the Case Listing Report, which provides a detailed list of your cases that meet the general search criteria you have selected in the parameters screen.
Case Memos
Learn how to generate the Case Memos Report, which prints individual memos for one case or all cases, including the internal case memo.
Case Merge Report
The Case Merge Report allows you to print out a list of Trustee Suite merge fields to be used with WordPerfect and Microsoft Word.
Case Professionals Report
Learn how to generate the Case Professionals report, which allows the user to show cases for specified professionals, either individuals or type (i.e., Judges, Debtor Attorneys, Trustee Attorneys or Other.)