Proof now offers a suite of out-of-the-box standard automated reports & exports. You may request having one of these reports set up through your Account Executive or Customer Success Manager.
Scheduling
Reports can be scheduled on any frequency that can be defined with a cron expression (e.g., daily, weekly, 1st of each month)
Destination
Reports can be set-up to be delivered by email or uploaded to a ShareFile folder or FTP server.
Available Reports
1. Pending Firm Action (PFA) Report
A report of serves that require input from the customer to continue (e.g., a Bad Address is identified, a Motion and Order is required).
2. Open Serves
A report of all ongoing serves and their status.
3. Completed Service Report
A report of completed serves and their details since last generated report.
(Date range based on schedule. e.g., daily report will pull serves completed in the last business day, weekly report will pull serves completed in the last week)
Inclusion filter options:
All successful serves, unsuccessful serves, both
Job completion definition: Last attempt date, Affidavit signed date, Affidavit filed date.
4. Billing/Invoice Report
A report of invoices pending payment.
Inclusion filter options:
Invoices from last statement (last complete month)
Unpaid invoices
5. Attempts Report
A report of new attempts since last generated report.
(Date range based on schedule. e.g., daily report will pull attempts completed in the last business day, weekly report will pull attempts completed in the last week)
6. Affidavit File-Send
A .zip file containing completed Affidavits (PDF) since last file-send.
(Date range based on schedule. e.g., daily report will pull affidavits completed in the last business day, weekly report will pull affidavits completed in the last week)
Affidavit naming convention: AFFIDAVIT - <DATE_SIGNED> - <SERVEE_NAME> - <BILLING_NUMBER>
7. Invoice File-Send
A .zip file containing issued invoices (PDF) since last file-send.
(Date range based on schedule. e.g., daily report will pull invoices issued in the last business day, weekly report will pull invoices issued in the last week)
Invoice naming convention: INVOICE - <ISSUE_DATE> - <BILLING_NUMBER>