The Filing Activity by Case screen allows the user to run a Filing Activity Report per case.
View the Filing Activity by Case Screen
Click Reports from the Main Menu at the top.
Then select Filing Activity by Case from the Left Menu.
Filing Activity Overview
This report allows a user to customize their results by: Range Type, Specific Dates, Invoice ID, Case Number, and Output Type.
Range Type
Choose between the current billing period, a specific set of dates, or enter an invoice ID for the report.
Specific Dates
If the user decides to select Enter Specific Dates for the Range Type, then the user will be able to select a Start Date and End Date for their report.
Invoice ID
For those accounts that are invoiced monthly, the user may also run a report based on any Invoice ID. Select Enter Invoice ID for the Range Type for this field to become available.
Case Number
Choose the specific case number on the user account.
Output Type
The user has a choice of three types of report output: HTML, CSV, or PDF.
The Filing Activity Report by Case
Once the user runs the report, they will find the following information for the case: Client Number, Bar Id, Filing Id, Envelope Number, Attorney, Submitted By, Accepted Date, Document Type, Document Title, and Total Fees.
Note: If the user hovers over the fee (Letter A) they will find a breakdown of the fees in the filing.