Case Index Report Fields
Complete the following fields to generate the case index report.
Case Index Report Fields
Field Name Field Description
Locations Click Image to select the locations that contain the data for the activity.
Case Categories Type the case category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Case Types Type the case type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Case Subtypes Type the case subtype codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Date Range Enter dates in the Start Date and End Date fields to specify a date range for the activity.
Date Range Type Indicate if you are entering the active status date, file date, inactive case status date, or statistical closure date.
•  If you select Active Status Date or Inactive Case Status Date, type the case status codes to include in the report. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
•  If you select Statistical Closure Date, type the statistical closure codes to include in the report. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Second Date Option Select a second date type to be displayed on the report.
Judicial Officers Type the judicial officer codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Include Unassigned Cases Select this check box to include cases without a judicial officer assigned.
Magistrates Type the magistrate codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes. Note: The name of this field is configurable and may display differently in your system.
Include Unassigned Cases Select this check box to include cases without a magistrate assigned.
Event Types Type the event type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Event Date Range Enter dates in the Start Date and End Date fields to specify a date range for the activity.
Sort Order Select how you want the items to be listed on the report.If you choose to sort by party, type the party codes by which to sort the report. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Report Options Select as many options from the list provided in this section as necessary to include on the report. Choose from the following options:
•  Include Summary
•  Include Subtotals
•  Include Judicial Officer Name
•  Include Attorney Name
•  Include Last Event Date
•  Include Volume/Page Information from Events
•  Include Date of Birth/Date of Death
•  Include Inactive Parties
Grouping Options The options allow you to group the results according to certain specifications. Select as many options from the list provided in this section as necessary to include on the report. Choose the following options:
•  Do not Group by Location
•  Group by Case Category
•  Group by Judicial Officer
•  Group by Magistrate
Security Group Type the security groups to include in the report. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Internal or Public Report Indicate whether this report is for internal or public use.
Save as CSV Select this check box to save the output as a comma-separated values (CSV) file.
List Name Type a name in this field if you want to save the data in the report as a list in List Manager. After you generate the report, you can then access List Manager to view the list.
If the list name you entered already exists for your used ID, the report output will overwrite the existing list.