The Case Listing tab contains a list of reports that reference cases by identifying areas within a case, such as class code, party name, staff assigned, and case type. Some reports have been recreated as Advanced Search queries. Review this article for more details.
Standard reports cannot be deleted; however, they can be edited and saved as a new report.
Refer to Accessing Reports for additional details.
NOTE: A user must have permission to the Report Library and the Case Tab to utilize the Case Reports tab and reports.
NOTE: The (CD) Filed Suit filter can be added to the Case Listing by Statute and DOI Advanced Search report to check if the suit was filed and, if so, on which date.
The following Case Listing Reports have been recreated as Advanced Search queries. Clicking these reports from the Report Library will now open them in Advanced Search. Each report in Advanced Search should contain the equivalent filters. The screenshot below shows an example of the Case Listing by Class Code report. These reports can be exported using PDF, CSV, or Excel.
These Case Listing Advanced Search reports act like master report templates. Any changes made can only be saved as a new Advanced Search report. Refer to Building Advanced Search Criteria and Customize Advanced Search Results to make these master report templates work for your needs.
Case Listing by Alternate Case Number 1
Case Listing by Alternate Case Number 2
Case Listing by Case Number
Case Listing by Case Opened Date
Case Listing by Case Statute and DOI
Case Listing by Case Type
Case Listing by Checklist Statute Date
Case Listing by Class Code
Case Listing by Closed Date
Case Listing by DOI
Case Listing by Party Name
Case Listing by Staff Assigned
Case Listing with Synopsis
Cases by Judge
Report Name | Description |
Case Listing by Alternate Case Number 1 | Displays a list of cases sorted by Alternate Case Number 1. |
Case Listing by Alternate Case Number 2 | Displays a list of cases sorted by Alternate Case Number 2. |
Case Listing by Case Number | Displays a list of cases sorted by Case Number. |
Case Listing by Case Opened Date | Displays a list of cases by Case Opened Date. |
Case Listing by Case Type | Displays a list of cases grouped by Case Type. |
Case Listing by Class Code | Displays a list of cases grouped by Class Code. |
Case Listing by Closed Date | Displays a list of closed cases for the selected criteria. Sorted by Closed Date. |
Case Listing by DOI | Lists cases by Date of Incident (DOI) showing Case #, Client, Primary Staff, DOI, COD and Class for selected criteria. Sorted by DOI, then by Case Number. |
Case Listing by Party Name | Displays a list of cases sorted by Party Name. |
Case Listing by Selected Case Date | Displays a list of cases sorted by Case Date. |
Case Listing by Staff Assigned | Displays a list of cases based on Staff Assigned. |
Case Listing by Statute and DOI | Displays a list of Cases with Lim Date and DOI |
Case Listing by Statute Date | Displays a list of cases sorted by Statute Dates. |
Case Listing with Synopsis | Lists cases for the selected criteria, showing Client Name, Case #, Alt Case #, SOL Date, Primary Staff, Case Type, Referred By Name and Synopsis. Sorted by Client Name, then by Case #. |
Cases By Header Status | List of cases grouped by Case Header Status/Color. Displays Case #, Party Name, Primary Staff, Date Opened, Date Closed, Case Type, and Class. |
Cases by Judge | Lists cases for the selected criteria grouped by Judge assigned . Sorts and groups by Judge with subtotals. |
Statute of Limitations Report by Alt Case # | Statute report listing alt case #, client, staff with selected first and second staff roles, LIM date and selected Field Suit Date. Filter by LIM date, grouped and sorted by first staff with subtotals. |