Reading Your Debtor Report

Where to Find the Report

From your dashboard, click any debtor's name or the "View Report" button on their row. This opens the debtor report page — a full-page view dedicated to that single debtor's monitoring history. If you have a large number of debtors, use the dashboard search or filter to locate the one you want.

The Report Header

At the top of every debtor report page, the header displays the core identity and status information for that debtor at a glance:

• Debtor Name — the name as entered, with a badge indicating Individual or Business debtor type
• State — the state specified when the debtor was added, which governs which property and business records are searched
• Case Number / Reference — your internal case number or reference, if you added one (editable)
• Judgment Amount — the dollar amount of the judgment, shown for reference (editable at any time)
• Sweep Status — whether monitoring is Active, Paused, or Pending first sweep
• Last Sweep — the date and time the most recent scan was completed
• Monitoring Status — whether 24/7 live monitoring is active or paused

Alert Sections Overview

Below the header, the report is divided into five collapsible alert category sections — one for each data source type. Each section header shows a count badge indicating the total number of alerts in that category across all sweeps for this debtor.

How to Read an Alert Card

Each finding within a section is displayed as an alert card. Every card follows the same structure:

• Title / headline — a brief description of what was found (e.g., "Property Record — 123 Main St, Austin TX" or "Court Case — Plaintiff — Case #2024-CV-00123")
• Source and date found — which data source returned this result and the date it was first surfaced by a sweep
• Key data points — the structured fields relevant to that alert type (address, parcel number, grantor/grantee for property; case number, court, role for court records; etc.)
• Status indicator — a color-coded dot showing New (red), Read (gray), or Actioned (green)
• Action buttons — including "Mark as Actioned," source-specific buttons like "Track This Business," and where applicable, links to verify the record directly in the source database

Alert History vs. New Alerts

Deduplication is what makes the report clean and actionable over time. The system stores every alert that has ever been surfaced for a debtor. When a new sweep runs, it compares fresh results against this stored history — only findings not previously seen become new alert cards.

This means: if a debtor has owned the same house since before you started monitoring them and it appears in county records, it will surface once in the first sweep as a new alert. Subsequent sweeps will not re-surface it — only if a new deed or title change is recorded will it appear again.

New alerts appear at the top of each section with a highlighted New badge. Previously seen alerts appear below, dimmed to indicate they're not new. You can scroll down within any section to see the full history of what's been found over time.

The "Mark as Actioned" Workflow

Working through your report effectively means keeping the active attention queue focused on items still needing review. The Actioned status is your tool for this. When you've completed your review of an alert — researched it, sent it to your attorney, filed a motion, or determined it's irrelevant — click "Mark as Actioned" on the alert card.

Actioned alerts are moved below the active queue but remain permanently in your report history. They do not disappear. If you need to revisit one, scroll to the Actioned section within each category or use the filter controls to show all statuses.

Business Entity Section for Individual Debtors

For Individual debtor entries, the Business Entity section shows any business formations or entities the system has linked to that individual's name — even though you're monitoring a person, not a business. This is intentional: business formations linked to the debtor's personal name are directly relevant to your collection strategy, particularly for charging orders or fraudulent transfer analysis.

Each business entity alert for an individual debtor also shows a "Track This Business" button that lets you add the entity as a separate Business debtor on your account, giving it independent sweeps and its own report page.

Sweep History

Near the bottom of the report page, the sweep history log shows when each sweep ran, how long it took, and how many new findings it produced. A sweep that completed with zero new findings is shown as a successful run — it means the system ran and found nothing new, not that it failed.

If a sweep shows an error status, it means something went wrong during the pipeline run. Contact support if you see recurring sweep errors on a debtor.

Actions Available from the Report