The more information you enter in Trustee Suite, the more useful the Tickler Report will be.  The report will show you case dates, “attention items” and special reminders, such as “stale checks” or “tardy” No Asset Reports.  You may also be “tickled” on Customized Dates, which you can create yourself.

To include customized dates and system dates not on the default list, the dates setting can be changed by performing the following:

•  From the top Main Menu toolbar (File Menu), select ‘Tables’ > ‘Setup Tables’ > ‘Case Administration Dates’, which invokes the screen below.

•  From the ‘List’ tab, select (single click on) the date you would like to include, as shown above.

•  Go to the ‘Details’ tab (shown below) of the date you would like to include and check the ‘Show date on Tickler and To-Do List Report Parameter Screen’ checkbox, as shown below.  Note that ‘For Asset cases only’ and ‘Default All New Records to “Actual” ‘ are defaulted.

Accessing the Report

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

Generating the Report

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

• Build new List for the Following Dates:  Select either ‘Today’, ‘This Week’, ‘This Month’, ‘Next 7 Days’, ‘Next 14 Days’ or ‘Next 30 Days’ via the radio buttons.
• from:  Select a start and end date via the calendar icons.  These dates will also be auto-populated with a range, beginning with the current date, when each of the options above is selected, as defined below.
  • Today – Selects the current date.
  • This – Starts with the prior Sunday of the current week.
  • Current Month – Starts on the 1st of the current month and continues to the last day of the month.
  • Next 7 Days – Starts with the current date and adds seven days.
  • Next 14 Days – Starts with the current date and adds fourteen days.
  • Next 30 Days – Starts with the current date and adds thirty days.

Printing the Report

From the Parameters for Tickler 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.
• Cancel:  This button undoes any changes and cancels the print job.
• More Options>>:  Please refer to the ‘To-Do List’.

Note:  Both the To-Do and Tickler share the same parameter screen so any changes made on the To-Do List will also be defaulted to the Tickler.