With the redesign of the Neos Calendar and Case Calendar, standard Calendar reports ("Master" and "Report") will no longer be available. Instead, Advanced Search, queries for Calendar can be used to recreate these reports. Both "Outlook Events" (with associated case information or previously migrated events) and "Archived Events" (case-only, historical events that have been canceled or rescheduled) can now be accessed from Advanced Search.
NOTE: You must have Enabled and Add permissions for General > Advanced Search to access and create new queries.
For firms that have custom-built Calendar reports, targeted communication will be sent for guidance on recreating these reports.
Some standard calendar reports have been recreated in Advanced Search. See below for more details.
To create Calendar Advanced Search queries:
Navigate to Advanced Search (located at the bottom of the Search pop-up).
Set the Search for to "Calendar" and click + Add Criteria.
Select the filter bar to locate the available Calendar filters.
Available Calendar filters include:
Appointment Status
Appointment Type
Attendees
Case
Counsel
Court
Date Created UTC
Date Modified UTC
Deadline (Law Tool Box)
Docket
End Date
Event Type (for Outlook Events and Archived Events [fka 'Case Events'])
Judge
Location
Notes
Organizer Email
Party
Party Name
Staff Created
Staff Modified
Start Date
Subject
NOTE: With the updated Calendar, the following Calendar filters have been removed:
All Day Event?
Failed Sending To Outlook
Is Private Appointment
5. When criteria have been set, click the Run Search button. Use the Add or Remove Columns dropdown to customize columns.
6. Available Calendar columns include:
Location
Docket
Notes
Party Name
Subject
Attendees
Organizer Email
Event Type
Date Created UTC
Date Modified UTC
Start Date
End Date
Appointment Type Title
Appointment Status Title
Modified Date
Modified Staff
Created Date
Created Staff
All Case Information
Reference the following filters and columns previously available for standard Calendar reports.
Appointments Master Report Template
Filters
Alt Case Number
App Created
Appointment Status
Appointment Type
Case Name
Case Number
Case Title
Counsel Names
Court Names
Date Created Start
Date Created End
Date Modified Start
Date Modified End
Docket
End Date Start
End Date End
Event Type
Judge Names
Location
Party Name (text field)
Party Names (search field)
Staff
Start Date Start
Start Date End
Subject
Columns
Alt Case Number
App Created
Appointment Status
Appointment Type
Case Name
Case Number
Case Title
Counsel Names id
Counsel Name
Court Names Id
Court Name
Date Created
Date Modified
Docket
End Date
Event Type
id
Judge Name
Location
Party Names Id
Party Name
Staff
Start Date
Subject
Calendar Report
This report has been recreated in Advanced Search and accessed from the Reports > Calendar Tab or Advanced Search.
Filters
Appointment Status
Appointment Type
Case
Calendar Intakes Only
Companion Group
Counsel
Court
Created Date
Intake
Intake Taken
Judge
Modified Date Start
Modified Date End
Party
Search Text
Staff
Start Date Start
Start Date End
Staff Created
Staff Modified
Columns
AlternateCaseNumber
AppointmentType
Case Number
Case Title
Counsel
Court
Date – Intake Taken
Docket
EndDate
First Party Name
Judge
Location
Note
PartyName
Status
StartDate
Subject
Calendar Report 30 Day By Staff
Grouped by Staff, sorted by Start Date – This report has been recreated in Advanced Search and accessed from the Reports > Calendar Tab or Advanced Search.
Filters
Appointment Status
Appointment Type
Calendar Intakes Only
Case
Companion Group
Counsel
Court
Created Date
Judge
Intake
Intake Taken
Modified Date
Party
Provider
Search Text
Staff
Staff Created
Staff Modified
Start Date*
Columns
Appointment Type
Case Number
Deceased?
End Date
Is A Minor?
Name (Full – Last, First)
Note
Staff
Start Date
Subject
Provider Attached to Calendar Items
This report has been recreated in Advanced Search and accessed from the Reports > Calendar Tab or Advanced Search.
Columns
Case Number
Party Full Name
Start Date
End Date
Appointment Type
Organizer Email