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Reports.md

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Blocked Cases Report

  • Displays all cases that are blocked from being set for trial by requested trial location
  • Report is sorted by docket number (oldest to newest)
  • Includes cases blocked by the system due to deadline or pending item and cases manually blocked by a user
  • Report displays the reason the case is blocked; for system blocks either "Pending Item", "Due Date," or "Pending Item & Due date"
  • Manually blocked case display the reason entered by the user when the case was blocked

Deadlines Report

  • Defaulted to today's date
  • Deadline table is sorted by docket number (oldest to newest)
  • When date range is selected, table is sorted chronologically by due date, and then by docket number
  • Date range can be past, present or future

Case Inventory Report

  • Results table is sorted by docket number (oldest to newest)
  • Can filter by judge, case status, or both
  • Only shows cases in any case status

Pending Report

  • The pending Report is a table of items pending action. There are 2 separate reports for pending report. The main pending report lies under the reports dropdown menu and lists all cases and pending items. the 2nd report is a cases Pending report and is found in the cases Case detail>In Progress>Pending Report tab.
  • There are 2 ways items can be added to the Pending Report. When a clerk, Docket Clerk, adds a new docket entry (order, motion, stipulated decision or application) it automatically is added to both pending reports. when a clerk, docket clerk, adds any other document they can manually add to the pending reports by clicking add to pending report checkbox at the end of the form.
  • Items remain MVP on the pending reports until they are manually removed.

Trial Session Planning Report

  • This report is used to plan future trial sessions by viewing the 3 prior terms
  • User enters the term they are planning for and then runs the report
  • Report displays data for the 3 prior terms: state, location, total number of cases eligible for trial, number of small cases eligible for trial, number of regular cases eligible for trial, judge and type of session for each of the 3 prior terms