The Starter reports tab contains a list of standard reports that are used with the standard fields in Neos.
NOTE: A user must have permission to the Report Library and the Starter Reports Category to utilize the Starter 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.
Report Name | Category | Description |
Adjuster Contacted But No Min-Max On Insurance | Starter | Lists cases where Checklist Code B25 has been marked 'Done' and Insurance Minimum or Maximum is 0 or NULL for the selected Insurance Types. |
All Depositions For Court Reporter | Starter | List all depositions by Court Reporter for the selected criteria. Sorted by Depo Date |
All Depositions For Witness Name | Starter | List all depositions by Witness Name for the selected criteria. Sorted by Depo Date. |
Cases Settled But No Insurance Actual | Starter | Lists cases where Checklist Code Z01 has been marked 'Done' and Insurance Actual is 0 (or NULL) for the selected Insurance Type. |
Date Client Released Not In Case Date | Starter | Lists cases where Checklist Code A60 has been marked Done but Case Date 1 is NULL. Shows Columns: Case No., Party Name, Case Type, Due Date, Staff Modified. |
Date Demand Sent Not In Case Date | Starter | Lists cases where Checklist Code B20 has been marked 'Done' but Case Date (Demand Sent) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. |
Date Service Complete Not In Case Date | Starter | Lists cases where Checklist Code U20 has been marked 'Done' but Case Date (Service Complete Date) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. |
Date Suit Filed Not In Case Date | Starter | Lists cases where Checklist Code U10 has been marked 'Done' but Case Date (Filed Suit) is NULL. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. |
Demand Sent But No Demand Negotiations Exist | Starter | Lists cases where Checklist Code B20 has been marked 'Done' but no Negotiation item exist with Negotiation Kind containing 'Demand'. Shows Columns Case No., Party Name, Case Type, Due Date, Staff Modified. |
Depositions for One Case | Starter | Lists all depositions in the selected case sorted by Depo Date, Depo Time. |
Pleadings Index Report for Multiple Case Types | Starter | Lists all Lit Docs tab items for the selected case. |
Upcoming Depositions For Date Range | Starter | Lists all Depositions with Depo Date within the selected date range parameters. |