Cases Report     Modified 04/15/2004

 

OVERVIEW

 

The Cases report presents information from the court’s database with a variety of selection criteria for case management and tracking.

 

PROCEDURE

 

        1. Select Reports

        2. Select Cases

        3. Enter PACER login information

        4. The following fields are available for selecting/entering criteria for generating the Cases Report:

          • Office – Allows you to specify the divisional office activity you want cases to be included on the report.  The default is all offices.

          • Case Type – The choices are ap - Adversary Proceedings or bk - Bankruptcy. The default is all cases.

          • Chapter – Cases can be selected by Chapter 7, 9, 11, 12, 13, or 304.  The default is all chapters.

          • Trustee - Allows you to limit case information by trustee.  The default is all trustees

          • Date Type – Allows you to specify which date is used when generating the report.  The choices are Filed, Entered, Discharged, Dismissed, Closed, or Converted.  The default is Filed Date.

          • From/To – Enter a beginning and/or ending date. Default dates will vary and will be set by your local court. For one day’s activity, the dates should be the same in both fields. Enter dates by MM/DD/YY or MM/DD/YYYY.

          • Open cases – You can restrict activity by open or closed cases.  A check mark is defaulted in this box.

          • Closed cases – The option to include or exclude closed cases is available. The default in this box is no Closed cases.

          • Party information – Placing a check mark in this box will allow you to include additional party information along with each party(s) name (i.e., address, etc).

          • Sort by – Allows you to select up to three sorting order sequences for the report.  The choices are Filed Date, Entered Date, Case Number, Case Type, Office or Trustee.  The default is Filed Date.

        1. After entering criteria click Run Report button

        2. The following information will be displayed on the Cases Report:

        • Case No./Related Case Info – Displays the assigned case number, chapter, and debtor.  Clicking on the case number hyperlink will allow you to generate a Docket Report.

If the Case Type is an Adversary Proceeding (ap), the “Lead” case number appears beneath the adversary case number hyperlink.

        • Tp (Type Proceeding) – Displays either ap or bk.

        • Ch (Chapter) – Displays either 7, 9, 11, 12, 13, or 304.

        • Party Info – Displays the debtor (and joint debtor) information for bankruptcy cases.  Plaintiff information will also be displayed for ap cases.  

        • Judge/Trustee – If there is a trustee on a bankruptcy case, the name appears directly below the judge’s name.

        • Dates – Date information will include the dates the proceedings were either Filed, Converted, Dismissed, Discharged, Closed, or Entered.

        • Other Info – Other information may include the divisional office, asset designation, and fee status.

        1. A Transaction Receipt will be displayed at the end of the report summarizing the criteria used,  the number of cases that were included, and number of billable pages.

        2. Clicking on any of the Case Number hyperlinks will display the Docket Sheet screen, allowing you to enter criteria for generating the Docket Report.