Reports User Guide

Overview

The “Reports” feature gives you access to your account’s data. Users can examine their data by running a report on demand. Types of reports include Case Fees, Invoice Payments, Order Summaries, Order Fees, Service Fees and Court Fees, and Monthly Order Summary.

Based on the report type, the user may run a report using a case number of date range. The report is generated in the browser window for easy viewing and can be exported in common formats such as Excel, PDF or HTML.

Key Benefits

1. The “Reports” feature provides: Access to account data updated in real time to help monitor and manage your work, including case fee reconciliations.
2. Flexibility to share data and insights across the firm with reports that can be exported in a range of formats including PDF, HTML, CSV, and Data Feed.

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How to Access the Reports

The Reports section can be accessed by clicking on “Reports” on the left navigation or clicking on the “Reports: header.”

1. Left Navigation
   • Click on the “Reports” icon.

2. Top Header
   • Click on the “Reports” header menu to view the dropdown list of the available reports.

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Available Reports

In the “Reports” section you can view and select from the following reports:

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What is Included in Each Report?

To learn what is included in the report, hover over each of the buttons for the descriptions.

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How to Navigate the Reports

1. Account Number:
   • Enter the account number on which you woudl like to base the report.
2. Start and End Date:
   • Start Date: Enter the date on which the search should begin.
   • End Date: Enter the date on which the search should conclude.
3. Pagination:
   • Use the left arrow to return to the previous page and the right arrow to advance to the next page.
4. Refresh:
   • Click the refresh button to refresh all the data in the report.
5. Zoom:
   • The zoom function allows you to view the results at larger or smaller size.
6. Save:
   • Use the Save button icon to download the report in Word, Excel, PowerPoint, PDF, CSV, XML, and/or Data Feed formats
7. Print:
   • Use the Print button icon to print the report.
8. Find | Next:
   • Use this field to search within the existing document.

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How to Run a Report

Below are tow step-by-step examples of how to run two different types of reports: The Order Fees Report and the Case Fee Report.

These same steps may be used to run almost any report.

Step-by-step example #1

How to run the Order Fees Report

1. From the dashboard or the left menu select “Reports” then click on the report name. Note: The search criteria will vary depending on the type of report.
2. Select the “Order Fees Report”
   • A new page will open
   • In the report screen enter an account number
   • Enter a date range:
     • Start Date and an End Date.
     • Example: To search for data from January 1, 2024 to February 1, 2024 use the following format:
       • Start Date: 1/1/24
       • End Date: 2/1/24
   • Once the account number and the date range have been entered, press ENTER.
3. When the report loads, use the navigation to review the data.

TIP: The date format is dd/mm/yy where dd is the date, mm is the month and yy is the year

Step-by-step example #2

How to use the Case Fee Report

The CaseFee Report displays the service fees, court fees, and EFM fees charged to your customer account through this service for orders related to a specific case.

Please note that the case number entered must exactly match the case number at the court (capitalization, hyphenation, etc.).

From the Reports navigation, click on the “Case Fee Report”.

1. In the Case Fee Report, enter a valid case number in the “case number” field.
2. Click on “View Report” to search.

3. The results will display as shown in the screenshot below:

4. Use the left and right arrows to navigate to the next and previous pages. The right arrow is enabled when the results include 50 or more records.
5. Use the “refresh” button to reload the current data.
6. Use the zoom button to zoom in or zoom out.
7. Click on the “Print” icon to print or export the report.
8. To search for a record within the page, use the search function on the top right of the page, click on “Find.” If there are multiple matches you may use the “Next” link to find the match.

*You can follow similar steps for other reports

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Frequently Asked Questions

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