Reports can be printed, converted into a pdf file or exported in a spreadsheet format. You can even copy the text from your browser and past it directly into an email.

How to Generate a Report

Click on 'Create Reports' in the Create section of the sidebar menu

You will be taken to the Create Reports Screen

‍

The Report Tool includes a variety of filters that allow you to select the deadlines and other case-related events you want to view in a report format.

Report Options:

Date Filters:

Choose the beginning and end dates for a date range search

Case Filter:

Choose this filter to display all events in a particular case. Combine with other filters such as date range to produce a more specific subset of your case data.

Jurisdiction:

You choose this filter from a dropdown list of all Jurisdictions to which your firm has subscribed. This filter will give you all events relating to cases where the specified jurisdiction has been selected for the case.

‍

Report Details:

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

Many of the details of your Cases, Triggers, and Events can be searched using Report Details. These fields are not Dropdown menus, but they have a prefill logic similar to internet fields that begin to prefill as you type. Report Details fields will only prefill with information from existing events you have saved in your cases.

These fields will present all possible matches for whatever you type into the field, but the options you can select are only total phrases from the field you are searching. In this example typing in Summ, will show three triggers that have the words Summary and Summons. You can't search for just Summ, you must select a complete Phrase. Select Summons and Complaint Filed in Court and your report will include all Summons events in all Case and Jurisdictions.

(If you want to do partial word searches in your reports see below for the Search Results field)

Triggers:

Search any Trigger title that you have used in a calculation

Event Name:

Search any Event Title you have used in a Calculation

Event Types:

Search for the three event types. Day to Appear or Attend, Day to File and/or Serve, Other

Subject:

Any custom text you type into the subject field on the Create Events Screen can be searched.

Location:

Location is a text field, it can filter any text saved in the location field.

Comment:

Any custom text you type into the comment or field on the Create Events Screen can be searched.

Calendar(s):

Any Calendars you have assigned to your cases can be searched

Categories(s):

Outlook Only. Search your Outlook Categories used in your Deadlines.

‍

Once you are ready to run your report. Scroll Down to the bottom of the page and click the Preview Report Screen.

Display Options:

The default view for your reports will include Case Name, Event Date, Event Title. You can add additional fields by clicking the checkboxes in the Columns section of the Display Options.

Search Results

Filter Search Results:

Once you have clicked the Preview Reports Button you will notice a small Search box on the top right side of the screen. This search field is a global search and will automatically filter your report by matches in any field in your report.

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

‍

You can Print your results, export your result to CSV or Excel and you can Copy the Raw Text using the Copy button.

Extra Reports Tip:

You can Click and Drag the text on the report screen and paste it into an email and it will display with Formatting. Google Chrome and Microsoft Edge will retain some formatting. In the screenshot below. DocketCalendar Report Data copied from Microsoft Edge and Pasted into an Outlook 365 Web Email puts the report data in a scrollable Excel view right in the email. Just copy from page and paste in email.

‍

‍

‍

‍