Advanced Status Report - UPGRADE

The "Advanced Status Report" is found under "reports" in the CasetrackerLaw system. We have made a few changes that we think will make running and generating a report on the claims in your system more efficient. This feature will soon be added to the collector’s side as well which means your collectors will have the ability to run reports on the claims they have been working.

What kind of information will you get when you run an advanced Status Report? It all depends on what it is you are looking to find out about the claim and what kind of criteria you populate the fields with. There are many different combinations of criteria you can put into the system in order to run and generate a full report. First you would select a timeframe, then a status type, then the creditor/client and then the collector. Finally it will give you the option to view the comments, payment history and payment schedule. Click submit and a report will appear on your page with all the information you selected which can then be generated and printed out or you have the ability to download it into a CSV format.

Once you've generated your report, you then have a multitude of options to do something else with the report or the list of claims in the report. These options are also found at the bottom of the report page. You can select the whole list or just particular claims and add claim notes, change the reminder date or even select, generate and send a demand letter.

If you would like more information on this feature, give us a call or visit our website.
954-755-1763 / 800-270-1197 / www.casetrackerlaw.com