| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Debts Report | April 28, 2025 | 0.2 |
This article was developed to explain the functionality of the "Debts" Report, available via the Creditors Tab within the Forth CRM. This report pulls information from the debt records of creditors and provides information on all debts that a specific creditor has.
Click on the Creditors tab, then click "Debts Report" in the navigation bar, as shown in the image below.
The "Debt Reports" page will then open.
Using the Debts Report
1. Select an existing report from the list shown on the left side of the page, or click "Create New Report" (found in the Navigation Bar) to create a new Debt report (see image above).
2. A "Customize Report" page then opens, providing fields at the top of the page for a report title, the date format you prefer (For example - Mar 22 2025, March 22, 2025, 03/22/2025, 3/2/25, or 20250322) as well as the number of listings you prefer on each page of this report.
3. Organize the fields under the "Fields to Show On Report" header to add or eliminate fields you wish to be shown on this report. Each field listed in this section may be dragged up or down to determine the order in which they appear in your report. In addition, only "checked" fields will appear on the report when it is run. These fields will determine what data is displayed.
4. The Filters section (middle of the page), offers an extensive list of filters by which you can create the a debt-related report. This extensive list of filters determines how the data is displayed.
Report Filters
Filters (displayed on the center-left side of the edit page) set conditions for a transaction to appear on the report you are building. It is best to start with as few filters as possible and then add more as needed. This will prevent you from adding too many filters and causing the report to display a blank table. Suggested Report filters will be included below the explanation of the different filters.
File Type - File Type of contacts the transactions are from. It is not necessary to use this if you operate using a single file type.
Created By - Transactions from contacts Created By the user selected.
Assigned To User - Transactions from contacts Assigned To the user selected.
Assigned To Users Of Team - Transactions from contacts Assigned To users on the Team selected.
Assigned Company - Transactions from Contacts assigned to the company selected.
Marketing Company -Transactions from Contacts assigned to the Marketing Company selected.
Servicing Company - Transactions from Contacts assigned to the Servicing Company selected.
Law Firm - Transactions from Contacts assigned to the Law Firm selected.
Lead Vendor - Transactions from Contacts assigned to the Lead Vendor company selected.
Partner - Transactions from Contacts assigned to the Partner company selected.
Assigned Company - Transactions from Contacts assigned to the Company selected.
Vendor -
Independent Sales Office -
Assigned Attorney - Transactions from Contacts assigned to the Attorney selected.
Contact Status - Allows you to filter by a contact's particular status.
Contact State - Allows you to filter by a contact's particular state.
Program - Filters transactions of contacts by the used Enrollment Plan.
Data Source - Allows you to filter by a predetermined data source.
Campaigns - Allows you to filter by predetermined campaigns.
Client Enrolled - Allows you to filter by whether a client has been enrolled in a program.
Client Enrolled Date - Filter by the calendar date that the client was enrolled in a program.
Was Enrolled - Filter by whether the client was enrolled in a program in the past.
Submitted - Filter by whether or not the client's enrollment was submitted.
Client Approved - Filter by whether or not the client was approved.
Client Rejected - Filter by whether or not the client was rejected.
Client Dropped - Filter by whether or not the client was dropped.
Client Paused - Filter by whether or not the client was paused.
Client Graduated - Filter by whether or not the client has graduated from the program.
Gateway Hold - Filter by whether or not the client is on a gateway hold.
Gateway Authorization - Filter by whether or not the client has gateway authorization.
Debt is Enrolled? - Allows you to filter whether the debt has been enrolled in a program.
Debt is Settled? - Allows you to filter whether the debt in question has been settled.
Has Offers? - Allows you to filter whether the debt has an offer.
Whose Debt - Allows you to filter based on the owner of the debt.
Debt Status - Allows you to filter based on the status of the debt.
Debt Types - Allows you to filter based on the type of debt.
Has Summons - Allows you to filter based on whether a legal summons has been issued about this debt.
POA Sent? - Allows you to filter by whether or not the POA was sent
Modified Date - Select a date range in which the debt's date was modified.
Verified Date - Select a date range in which the debt's date was verified.
Last Status Date - Select a date range in which the debt was in the most recent status.
Settlement Date - Select a date range in to filter by the date of the Settlement
Debt Enrolled Date - Select a date range in which the debt was enrolled in a program.
Debt Dropped Date - Select a date range in which the debt was dropped from a program.
Debt Added Date - Select a date range in which the debt was added to a program.
Debt Removed Date - Select a date range in which the debt was removed from a program.
Creditor - Allows you to filter by Creditor.
Creditor Type - Allows you to filter by Creditor Type.
Debt Buyer - Allows you to filter by buyer of the debt.
Original Amount - Allows you to filter by less than or more than the original amount.
Current Rate - You can filter by less than or more than the current rate.
New Rate - Allows you to filter by less or more than the new rate.
New Payment - Allows you to filter by less or more than the new payment amount.
Current Amount - Allows you to filter by less than or more than the original amount.
Verified Amount - Allows you to filter by less than or more than the original amount.
Payments Made - Allows you to filter by a date range in which the payment may have been made.
5. After completing your filtering, click the "Save Report" button located at the top left of the page.
6. Your new report will now be available from the left side of the page as shown by the example of a "Settled Debts" report below.
You can export the report shown on the page above, either in the current view or with all possible fields available, by clicking on "Export Current View" or "Export Full Report", respectively. If you wish to email this report directly to another user within the CRM, click the "Email Report" option in the toolbar (see the red highlighted area in the image above). The following dialog box will then open for you to write and then send your email message with this report attached.
Article Version History:
| Version | Effective Date | Description |
| Basic | 03/28/2023 | Initial Release |
| 0.1 | 04/03/2024 | Refreshed screenshots and updated listing of filters available. |
| 0.2 | 04/28/2025 | Refreshed the first, second, and last two screenshots to reflect the current interface and improve readability. |