Neos contains a list of starter case types (BKC, CON, CRM, DEF, DT, ESP, IM, PRB, REC, SS, VET, and WC). Each report tab displays a list of starter reports that are used with each starter case type.

NOTE: A user must have permission to the Report Library and the Starter – Case Type Report Categories to utilize the Starter – Case Type Reports tab and reports.

Standard reports cannot be deleted; however, they can be edited and saved as a new report.

Refer to Accessing Reports for additional details.

Click the following links for a full list of standard reports by case type:

BKC, CON, CRM, DEF, DT, ESP, IM, PRB, REC, SS, VET, WC

Starter – BKC (Bankruptcy) Reports

Report Name	Category	Description
Date 341 Meeting Not In Case Date - BKC	Starter - BKC	Lists cases where Checklist Code J60 has been marked 'Done' but 341 Meeting Date is blank.
Date Bankruptcy Filed Not In Case Date - BKC	Starter - BKC	Lists cases where Checklist Code J55 has been marked 'Done' but Case Date (Bankruptcy Filed) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified.
Date Of Discharge Not In Case Date - BKC	Starter - BKC	Lists cases where Checklist Code K25 has been marked 'Done' but Case Date (Date of Discharge) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified.
Info Requests Outstanding By Case - BKC	Starter - BKC	Displays outstanding information requests for all open cases for the Bankruptcy case type (BKC) sorted and grouped by case.
Info Requests Outstanding By Ordered By - BKC	Starter - BKC	Displays outstanding information requests for cases with the Bankruptcy case type (BKC) sorted and grouped by Ordered By Staff, then by Case Number.
Info Requests Outstanding by Provider - BKC	Starter - BKC	Displays outstanding information requests for cases with the Bankruptcy case type (BKC) sorted and grouped by Provider, then by Case Number.

Starter – CON (Construction Civil Litigation) Reports

Report Name	Category	Description
Date Suit Filed Not In Case Date - CON	Starter - CON	Lists cases where Checklist Code G25 has been marked 'Done' but Case Date (Filed Suit) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified.
Info Requests Outstanding By Case - CON	Starter - CON	Displays outstanding information requests for all open cases for the Construction Lit case type (CON) sorted and grouped by case.
Info Requests Outstanding By Ordered By - CON	Starter - CON	Displays outstanding information requests for cases with the Construction Civil Litigation case type (CON) sorted and grouped by Ordered By Staff, then by Case Number.
Info Requests Outstanding by Provider - CON	Starter - CON	Displays outstanding information requests for cases with the Construction Civil Litigation case type (CON) sorted and grouped by Provider, then by Case Number.

Starter – CRM (Criminal/Misdemeanor) Reports

Report Name	Category	Description
Date Of Trial Not In Case Date - CRM	Starter - CRM	Lists cases where Checklist Code C20 has been marked 'Done' but Case Date (Trial Date) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified.
Records and Documents Outstanding By Case - CRM	Starter - CRM	Displays outstanding record/doc requests for all open cases for the Criminal case type (CRM) sorted and grouped by case.
Records and Documents Outstanding By Ordered By - CRM	Starter - CRM	Displays outstanding records and documents requests for cases with the Criminal case type (CRM) sorted and grouped by Ordered By Staff, then by Case Number.
Records and Documents Outstanding By Provider - CRM	Starter - CRM	Displays outstanding information requests for cases with the Criminal case type (CRM) sorted and grouped by Provider, then by Case Number.

Starter – DEF (Insurance Defense) Reports

Report Name	Category	Description
Date Claims File Received Not In Case Date - DEF	Starter - DEF	Lists cases where Checklist Code D15 has been marked 'Done' but Received Claims File Date is NULL.
Expert Retainer Tracking - DEF	Starter - DEF	Lists all Witnesses with Witness Type equal to 'Expert' and Retained is not blank and Expert Invoice Received is NULL.
Pleadings Index Report - DEF	Starter - DEF	Lists all Lit Docs tab items for the selected DEF case.
Records And Films Not Yet Sent To Expert - DEF	Starter - DEF	Lists all witnesses with Witness Type = 'Expert' and Records Sent to Expert is NULL or Films Sent to Expert is NULL.
Transcripts Ordered But Not Received - DEF	Starter - DEF	Lists depositions where Transcript Ordered is NOT NULL and Transcript Received is NULL.
Transcripts Received Not Sent To Carrier - DEF	Starter - DEF	Lists depositions where Transcript Received is NOT NULL and Sent to Carrier is NULL. Shows Case No, Client Name, Witness Name, Transcript Ordered, Court Reporter Name, Court Reporter Address, Court Report Phone. Sorted by Transcript Received date then by Case Number.
Upcoming Depositions For Date Range - DEF	Starter - DEF	List all Depositions in cases with the selected case type (DEF) within selected criteria. Show Case No., Witness Name, Type of Witness, Depo Date, Depo Time. Sort by Depo Date, Depo Time.

Starter – DT (Mass Tort) Reports

Report Name	Category	Description
Cases By Referral Source Code - DT	Starter - DT	Lists cases with Referral Source info for selected Case Type (DT). Sorted and grouped by Referral Source Code, then by Referring Attorney, then Date Opened.
Cases With No Fee Agreement - DT	Starter - DT	Lists cases with Referring Attorney but no signed Fee Agreement for Case Type (DT). Sorted by Date Opened, then Case Number.
Client Contact All - DT	Starter - DT	Lists all client contact items for open cases for Case Type (DT). Sorted and grouped by Case No. then by Contact Date.
Date Suit Filed Not In Case Date - DT	Starter - DT	Lists cases where Checklist Code M90 has been marked 'Done' but Case Date (Filed Suit) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case number.
Fact Sheet Activity For Case - DT	Starter - DT	Lists all Fact Sheet activity in cases for selected mass tort Case Types (DT). Sorted and grouped by Case Number then by Activity Date.
Fact Sheet Grouped By Last Activity - DT	Starter - DT	Lists the last activity on Fact Sheets that have not been submitted. Grouped and sorted by Fact Sheet Activity, then by Activity Date, then Case Number.
Fact Sheet Last Activity - DT	Starter - DT	Lists the last activity on Fact Sheets that have not been submitted in cases with the selected Case Type (DT). Sorted and grouped by Case Number then by Activity Date.
Last Client Contact - DT	Starter - DT	Lists the last client contact item for open cases of selected Case Type (DT). Shows # of days since last contact. Sorted by Last Contact Date.
Med Review Complete But Suit Not Filed - DT	Starter - DT	Lists cases where Medical Review is complete but Case Date (Filed Suit) is NULL. Shows # of days since review complete. Sorted descending by Days Since the medical review completed, then by Date of Incident.
Medical Review Begun But Not Complete - DT	Starter - DT	Lists cases where Case Date (Begins Med Review) is not NULL but Case Date (Medical Rev Complete) is NULL. Shows # of days since review begun. Sorted by Case Number.
Packet Complete No Med Recs Ordered - DT	Starter - DT	Lists cases where Case Date (Packet Complete) is not NULL but no medical records have been ordered. Shows # of days since Packet Complete. Sorted by Date Packet Complete, then by Case Number.
Packets Sent But Not Complete - DT	Starter - DT	List cases where Case Date (Packet Sent) is not NULL but Case Date (Packet Complete) is NULL. Shows # of days since Packet Sent. Sorted by Case Number.
Records Prove Use - DT	Starter - DT	Lists cases with records that "Prove Use" from entries on Records tab. Sorted and grouped by Case Number, then by Provider Name.
Records Show Does Not Prove Use Damage - DT	Starter - DT	Lists cases where the Records Show does NOT prove use/damage. Sorted by Drug Taken, then by Case Number.
Records Show Does Prove Use Damage By Venue - DT	Starter - DT	Lists cases where Records Show does prove use/damage. Sorted by Drug Taken, then by Venue, then by Case Number.
Records Treatment Provided By - DT	Starter - DT	Lists record requests where Treatment Provided By is not null in cases of the selected Case Type (DT). Sorted and grouped by Case Number, then by Treatment Provider Name.
Rejected Cases - DT	Starter - DT	Lists cases of the selected Case Type (DT) that have been rejected within the selected date range. Sorted by Date Rejected, then by Case Number.
Rejected Cases By Referral Source - DT	Starter - DT	Lists cases of the selected Case Type (DT) that have been rejected within the selected date range. Sorted and grouped by Referral Source, then by Date Rejected, then by Case number.
Rejected Cases By Referring Attorney - DT	Starter - DT	Lists cases of the selected Case Type (DT) that have been rejected within the selected date range. Sorted and grouped by Referring Attorney, then by Date Rejected, then by Case Number.
Suit Filed Fact Sheet Not Filed - DT	Starter - DT	Lists cases where Case Date (Filed Suit) is not NULL but Case Date (Fact Sheet Filed) is NULL. Shows # of days since filed suit. Sorted by Case Number.

Starter – ESP (Estate Planning) Reports

Report Name	Category	Description
Date Will Signed Not In Case Date - ESP	Starter - ESP	Lists cases where Checklist Code E50 has been marked 'Done' and Case Date (Date of Will) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified.
List Of Docs In Firm Safe - ESP	Starter - ESP	List all documents where Location of Original is Like 'Firm Safe'. Shows Case No., Client Name, Document Name, Date Executed, Note. Sorts by Client Name, then by Case Number, Date Executed, Document Name.
List Of Est Plng Docs For One Case - ESP	Starter - ESP	List all Estate Planning Documents for the selected case. Shows Case No., Client Name, Document Name, Date Executed, Location of Original and Note. Sorted by Document Name, then by Date Executed.

Starter – IM (Immigration) Reports

Report Name	Category	Description
AP Expiration Date Not In Case Dates - IM	Starter - IM	Lists cases where Checklist Code I25 has been marked 'Done' but AP Expiration Date is NULL.
EAD Expiration Date Not In Case Date - IM	Starter - IM	Lists cases where Checklist Code I20 has been marked 'Done' but Case Date (EAD Expires) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.
I-140 and I-485 Dates Not in Case Dates - IM	Starter - IM	Lists cases where Checklist Code I05 has been marked 'Done' but Case Date (I-140 Filed) is NULL or Case Date AOS/CP Filed is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.
I-140 Filing Date Not in Case Dates - IM	Starter - IM	Lists cases where Checklist Code H80 has been marked 'Done' but Case Date (I-140 Filed) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.
I-485 Approval Date Not in Case Dates - IM	Starter - IM	Lists cases where Checklist Code I50 has been marked 'Done' but Case Date (GC Approved) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.
Priority Date Not In Case Date - IM	Starter - IM	Lists cases where Checklist Code H40 has been marked 'Done' but Case Date (Priority Date) is NULL. Shows Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.
Records and Documents Outstanding By Case - IM	Starter - IM	Displays outstanding record/doc requests for all open cases for the Immigration case type (IM) sorted and grouped by case.
Records and Documents Outstanding By Ordered By - IM	Starter - IM	Displays outstanding records and documents requests for cases with the Immigration case type (IM) sorted and grouped by Ordered By Staff, then by Case Number.
Records and Documents Outstanding By Provider - IM	Starter - IM	Displays outstanding records and documents requests for cases with the Immigration case type (IM) sorted and grouped by Provider, then by Case Number.

Starter – PRB (Estate Probate) Reports

Report Name	Category	Description
Date Petition Filed Not In Case Date - PRB	Starter - PRB	Lists cases where Checklist Code L10 has been marked 'Done' but Case Date (Probate Pet Filed) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified.
Final Distrib Hrg Date Not In Case Date - PRB	Starter - PRB	Lists cases where Checklist Code L75 has been marked 'Done' but Case Date (Final Distrib Hrg) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.
Petition Hearing Date Not In Case Date - PRB	Starter - PRB	Lists cases where Checklist Code L15 has been marked 'Done' but Case Date (Petition Hearing) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.

Starter – REC (Real Estate Closing) Reports

Report Name	Category	Description
Confirmed Closing Date Not On Case Tab - REC	Starter - REC	Lists cases where Checklist Code S10 has been marked 'Done' but Date of Incident (Closing Date) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified.
Info Requests Outstanding By Case - REC	Starter - REC	Displays outstanding information requests for all open cases for the Real Estate Closing case type (REC) sorted and grouped by case.
Info Requests Outstanding By Ordered By - REC	Starter - REC	Displays outstanding information requests for cases with the Real Estate Closing case type (REC) sorted and grouped by Ordered By Staff, then by Case Number.
Info Requests Outstanding by Provider - REC	Starter - REC	Displays outstanding records and documents requests for cases with the Real Estate Closing case type (REC) sorted and grouped by Provider, then by Case Number.
List of Closings for Date Range - REC	Starter - REC	Lists all cases where Closing Date (DOI) is within selected Date Range. Shows Closing Date (DOI), Case No., Party Name, and UD Tab 6 columns - Property Address, City, State, Zip, County. Grouped and sorted by Closing Date (DOI), then by Case Number.
Surveys Required Not Yet Received - REC	Starter - REC	Lists all Cases with the selected case type (REC) where Survey Required = 'Y' and status of case Checklist Code 'R65' is not equal to 'Done'. Shows Case No., Party Name, Closing Date (DOI), Property Address, City, State, Zip, County. Grouped and sorted by Closing Date, then by County, then Party Name.
Title Search Not Yet Completed - REC	Starter - REC	Lists all Cases with the selected case type (REC) where Title Search Completed is not equal to 'Y'. Shows Case No., Party Name, Closing Date (DOI), Property Address, City, State, Zip, County. Sorted by Closing Date (DOI), then by Party Name.
Zoning Certification Needed - REC	Starter - REC	Lists all cases with the selected case type (REC) where Need Zoning Certification = Y and Closing Date (DOI) is within selected Date Range. Shows Case No., Party Name, Closing Date (DOI), Property Address, City, State, Zip, County. Sorted by Closing Date, then Case No.

Report Name	Category	Description
Decisions By ALJ - SS	Starter - SS	Displays ALJ Decisions for the selected Decision Date Range. Sorted and grouped by ALJ, then by Decision type. Shows Case #, Party Name, Hearing Date, and Decision Date.
Decisions for Date Range - SS	Starter - SS	Lists cases with Decisions within the selected date range. Shows Case #, Party Name, Hearing Date, Decision Date, # of Days (between Hearing and Decision Dates) and Decision. Sorted by Decision Date, then by Case Number.
Fee Petition Approved But Fee Not Received - SS	Starter - SS	Lists cases for selected case type (SS) where Fee Petition has been approved but Fee has not been received. Sorted by Fee Approved, then by Case Number.
Fee Petition Filed Not Approved - SS	Starter - SS	Lists cases for selected case type (SS) where Fee Petition is not NULL but Fee Approved = 0. Sorted by Filed Fee Petition date, then by Case Number.
Hearings Client Not Notified - SS	Starter - SS	Lists cases for selected case type (SS) where a hearing has been scheduled within selected date range and client has not yet been notified. Sorted by hearing date, hearing time, then by Case Number.
Needed Records Not Received - SS	Starter - SS	Lists cases for selected case type (SS) where Needed Records have not been received. Sorted by Date Needed, then by Case Number then by Date Requested.
No Fee Petition Filed - SS	Starter - SS	Lists cases for selected case type (SS) where there was a Decision but no Fee Petition has been filed. Sorted by Date of Decision, then by Case Number.
Reason for Seeing - SS	Starter - SS	List of Providers seen and Reason for Seeing for cases with the selected criteria. Sorted by Case Number, then Provider, then Dates of Service.
Record Summary - SS	Starter - SS	Displays a Record Summary for cases with the selected case type (SS). Shows Case #, Party Name, Provider Name, Type of Record, Dr Supports Claim, Treatment Received, Record Summary. Sorted by Case Number, then Provider, then Type of Record.
Records Sent to SSA - SS	Starter - SS	Lists Records Sent to SSA for cases with the selected case type (SS) where Date Sent to SSA is not NULL. Sorted by Date Sent to SSA, then by Case #, then by Provider Name.
SSA Forms by Case - SS	Starter - SS	Lists all Filed SSA Forms for cases with the selected case type (SS) where Filed with SSA is not NULL. Grouped and sorted by Case Number, then sorted by Filed with SSA date.
Treatment Received - SS	Starter - SS	Lists Treatment Received for cases with the selected case type (SS). Grouped and sorted by Case Number, then sorted by Provider Name, then by Type of Record.

Starter – VET (Veterans Disability) Reports

Report Name	Category	Description
BVA Hearings No Decision Yet - VET	Starter - VET	List cases with selected criteria where Case Date (BVA Hearing) is not NULL but Case Date (BVA Decision) is NULL. Shows columns Party Name, Case #, BVA Hearing Date, and # Days Since Hearing. Sorted by BVA Hearing Date.
Decision But No Award - VET	Starter - VET	Lists all cases with selected criteria where a Date of Decision has been entered but no award has been issued and Vet Agrees with Decision. Shows Party Name, Case No., Date of Decision. Sorted by Date of Decision, then by Party Name.
Decisions By VA Office - VET	Starter - VET	Lists all cases with selected criteria where a decision has been filed. Shows columns Party Name, Case #, Date of Decision, VA Decision. Grouped by VA Office. Sorted by VA Decision, then by Party Name.
Expert Reports Requested But Not Received - VET	Starter - VET	Lists expert reports that have been requested but not yet received for all cases with the selected criteria. Shows columns Case #, Client Name, Type of Expert, Date Report Requested, Business Phone, Fax Number. Grouped by Expert. Sorted by Date Requested, then Client Name.
Expert Usage- VET	Starter - VET	List of experts used in cases with selected Case Type (VET). Shows columns Expert Name, Address, Business Phone, Email, # of Cases. Grouped by Type of Expert. Sorted by Name.
Experts in Case - VET	Starter - VET	Lists all experts in the selected case (VET Case Type). Shows columns Expert Name, Default Address, Business Phone, Type of Expert, CV on File. Sorted by Expert Name.
Fees Not Received - VET	Starter - VET	Lists cases with selected criteria where Fee is approved but not received. Shows columns Party Name, Case Number, Date of Award, Days Since Date of Award, Fee Approved. Sorted by Party Name, then by Date of Award.
Hearing Results By VA Office - VET	Starter - VET	Summary report showing # of cases with selected criteria that have been Approved, Denied or Remanded by VA Office. Sorted by VA Office. Displays totals.
Medical Records Review - VET	Starter - VET	Lists medical records by treatment date for the selected case (VET Case Type). Shows columns Provider Name, Treatment From, Treatment To, Reviewed By, Date Reviewed, Reason for Seeing, Record Summary, and Treatment Received. Sorted by Provider Name, then by Treatment From date.
Motion to Advance Filed - VET	Starter - VET	Lists cases with selected criteria where Motion to Advance Filed = 'Y'. Shows columns Party Name, Case #, Date of Motion to Advance, MOA Granted?, and Exceptional Circumstances. Sorted by Date of Motion to Advance, then by Party Name.
Notice of Disagreement Not Filed - VET	Starter - VET	Lists cases with selected criteria where Case Date (Notice of Disagreement) is NULL. Shows columns Party Name, Case #, Case Open Date, Date of Denial (DOI), # of Days Since Date of Denial. Sort by Date of Denial (DOI), then by Party Name.
Statement of Case Not Received - VET	Starter - VET	Lists cases with selected criteria where Case Date (Notice of Disagreement) is Not NULL but Case Date (Date of SOC) is NULL. Shows columns Party Name, Case #, Notice of Disagreement, # Days Since NOD Filed. Sort by Notice of Disagreement Date.
Treatment For A Case - VET	Starter - VET	Lists all treatment received for the selected case. Shows columns Treatment From, Treatment To, Provider Name, Treatment Received, Date Reviewed. Sorted by Treatment From date, then by Provider Name.
Vet Disagrees with Decision - VET	Starter - VET	Lists all cases with selected criteria where a decision has been filed and Vet disagrees with decision. Shows columns VA Decision, Party Name, Case #, Date of Decision, and # of Days Since Decision. Grouped by VA Office. Sorted by VA Decision, then by Date of Decision.

Starter – WC (Worker's Compensation) Reports

Report Name	Category	Description
All Hearings for Case - WC	Starter - WC	Lists all Hearings for one case. Shows Hearing Officer, Location of Hearing, Hearing Date and Time, and Type of Hearing. Sorted by Hearing Date, then Hearing Time.
Award By Date Range - WC	Starter - WC	Lists all awards for date range entered for cases of the selected Case Type (WC). Sorted by Date of Award, then by First Party.
Award By Decision Type - WC	Starter - WC	Lists all awards for date range entered for cases of the selected Case Type (WC). Sorted and grouped by Decision Type, then by Hearing Officer, Date of Award, First Party.
Award By Hearing Officer - WC	Starter - WC	Lists all awards for date range entered for cases of the selected Case Type (WC). Sorted and grouped by Hearing Officer, then by Date of Award, First Party.
Awards for Case - WC	Starter - WC	Lists all awards in selected case, sorted by Hearing Date. Shows Hearing Date, Hearing Officer, Award, Award Date, and Decision Type.
Hearing Date Not In Case Date - WC	Starter - WC	Lists cases for the selected Case Type (WC) where Checklist Code W35 has been marked 'Done' but Case Date (Hearing Date) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. Sorted by Case Number.
Hearing Followups - WC	Starter - WC	Lists all hearing dates in cases for the selected Case Type (WC). Sorted and grouped by Hearing Follow-up Done, then by Hearing Date and Time.
Hearings for Date Range - WC	Starter - WC	Lists all hearings in cases for the selected Case Type (WC) where the hearing date is within date range entered. Sorted by Hearing Date, then Hearing Time.
Hearings with Attorney Comments - WC	Starter - WC	Lists all Hearing Dates in cases for the selected Case Type (WC) with Attorney Comments. Sorted by Hearing Date, then Hearing Time.
Ratings - WC	Starter - WC	Lists Ratings information for the selected Workers Comp case. Shows doctor Rating, Body Parts 1-4 with corresponding Ratings. Sorted by Rating Received, then Doctor Rating.
Request For Reconsideration Not Filed - WC	Starter - WC	Lists all cases/hearings for the selected Case Type (WC) where Request for Reconsideration has been checked but Reconsideration Filed is NULL. Shows Days Since Award. Sorted by Date of Award, then First Party.
Request For Rehearing Not Filed - WC	Starter - WC	Lists all cases/hearings for the selected Case Type (WC) where Request for Rehearing has been checked but Rehearing Filed is NULL. Shows Days Since Award. Sorted by Date of Award, then First Party.
Treatment For Case - WC	Starter - WC	Lists all treatment entries for the selected Case. Sorted and grouped by Medical Provider, then by Treatment Date.