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Reports

Using Reports

Reports can be printed, converted into a pdf file or exported in a spreadsheet format.

How to Generate a Report

The Report Tool has access to all of the events in those cases to which the logged in User has access—that is, all cases to which the User has been assigned as a User when a case is created. To create a report, you follow these steps:

  1. Click on the Cases & Reports menu and select Reports.

The Report Tool screen will be displayed.

  1. On the Report Tool screen, choose the Filters that will select the event information you wish to include in the report.
  2. Choose the columns for the report you would like to see under Add Columns.
  3. Reports always display the case, date and time and a description of each event.
  4. If you want the report to include additional information, click one or more of the other items under Add Columns, such as the Jurisdiction or Attendees.
  5. Click the View button when you are done.

The output of the Report will appear at the bottom of the screen.

  1. Determine what format you want for the Report and click one of the output buttons.
  2. Copy.  Clicking Copy will copy the Report to your computer's clipboard, where it can be pasted into a word processing document.

Note: DC will download files in CSV and Excel format to the default location where your browser keeps files that have been downloaded from the Internet. This is usually the "download" directory on your computer.

Selecting Event Data Using Report Tool Filters

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. The following is an explanation of the more important filters.

When No Filters Are in Play

If you do not select any filters, the Report will include all events in cases where the logged in User has been assigned as a User to the case.

Date Filters

Date filters allow you to select the events generated by DC in a specified range of dates. You can choose the beginning and end dates of the date range or use a pre-configured date ranged, called a "Quick Pick" on the Report Tools screen.

Date Picker

Case Filter

Choose this filter to display all events in a particular case within the specified date range.

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.

Filtering by Staff--Users and Attendees

You can create a report to show events in cases where one or more staff members are assigned to the case as Users or Attendees.  Click in the applicable dropdown box and select one or more staff members.

Using Filters Without a Dropdown List

Several of the filter fields--Trigger, Event Type, Location and Custom Field--allow you to filter by a single value entered into these fields during docket calculations, but do not provide you a list of values in the form of a dropdown list.  However, DC will locate each distinctive value entered into one of those fields during date calculations and aggregate them into a list "behind the scenes." To use one of these fields, type in a few letters or a word that is included in the value you are using for filtering. For instance, if you are looking for all events based on the Trigger "Hearing on Motion", typing the word "Hearing" in the Trigger filter field will display all Triggers that include that word.

Location

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

Filtering by Staff--Users and Attendees

You can create a report to show events in cases where one or more staff members are assigned to the case as Users or Attendees. Click in the applicable dropdown box and select one or more staff members.

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