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.
Case Tasks
Learn how to generate the Tasks Report, which shows your defined case tasks.
Cash Activity Analysis
Learn how to generate the Cash Activity Analysis, which provides a detailed breakdown of receipts, transfers and disbursements for selected accounts.
Cash Flow
Learn how to generate the Cash Flow Report, which details each ledger transaction by reference number and UTC code.
Claims Allocation Small Checks
Learn how to generate the Claims Allocation Small Checks report, which may be run for one case or all cases, and is a listing of all so-called “small” checks, usually issued to the U.S. Bankruptcy Court during claim distribution.
Claims Distribution Register
Learn how to generate the Claims Distribution Register, which provides a listing of claims, associated amounts filed and the percentage being paid to the claimant.
Claims Proposed Distribution
Learn how to generate the Claims Proposed Distribution report, which is similar to the Proposed Distribution Register report, but in more of a "summary" format. All claims will be reported.
Claims Register
Learn how to generate the Claims Register report, often referred to as Exhibit A when used with Final Reports and also similar to the Claims Proposed Distribution Report.
Claims Register – w/o Payments
Learn how to generate the Claims Register - w/o Payments report, which prints out all or some of the claims on an estate after you have keyed in all the claimants on the case.
Compensation Report
Learn how to generate the Compensation Report, which summarizes the information on the Compensation Worksheet and Expense Worksheet.
Court Claims Register
Learn how to generate the Court Claims Register report, which prints out all or some of the claims on an estate, after you have keyed in all the claimants on the case.
Create Batch Reports
Learn how to generate Batch Reports, which allow you to create and print reports in batches rather than individually.
Cross Reference
Learn how to generate the Cross Reference Report, which displays a list of all bank accounts for each case.
CSEA Address List
The CSEA Address List report lists your Child Support Enforcement Agency address list.
DSO Discharge Letter
Learn how to generate the DSO Discharge Letter in Trustee Suite.
DSO Initial Letter
Learn how to generate the DSO Initial Letter in Trustee Suite.
ECF Asset Import Listing
Learn how to generate the ECF Asset Import Listing report, which pulls asset information listed on the Debtor's Schedules directly into the Asset Import screen.
Edit Custom Reports
Custom reports were created by Stretto based on requirements received by U.S. Trustees and Panel Trustees.
Expense Worksheet
Learn how to generate the Expense Worksheet, which lists in detail the expenses entered in the Expenses page.
Explore Excel Basics Video
A recording of the March 2021 training class.
Fee Payment Status
Learn how to generate the Fee Payment Status report, which shows the payment status of all cases for a particular 341(a) meeting, but it can also be run for multiple meetings.
Filtered Timeline
Learn how to generate the Filtered Timeline Report, a detailed list of all the important dates in a case.
Final Reports
Learn how to pick from preloaded custom report selections based on your district using the Final Reports module in "Setup Tables."
Form 1, 2 and 3
Learn how to generate the U.S. Trustee Forms 1, 2 and 3, which are grouped together and share a Parameters window as well as additional Options.
Form 2 Worksheet
Learn how to generate the Form 2 Worksheet report, which offers a quick way to print a Form 2, with fewer options to select and no need to de-select Forms 1 and 3.
Form 3 – Summary Interim Asset Report
Form 3, also known as the Summary Interim Asset Report, is a summary listing of pending asset cases, shown in sequence by case number.