Reports Menu - Cases Report
STEP 1 Click on REPORTS on the CM/ECF Menu Bar or place the mouse on Reports on the CM/ECF Menu Bar to receive the cascading menu selections.
STEP 2 Select Cases
STEP 3 The PACER LOGIN SCREEN displays.
NOTE: The Public Access to Court Electronic Records (PACER) program provides access to CM/ECF users. Logins and passwords can be issued by registration with the PACER Service Center. Current PACER logins and passwords will be accepted by the CM/ECF system.
Enter your PACER assigned Login and Password (These fields are case sensitive).
NOTE: If you click in the Make this my default PACER login box, your login will automatically appear each time you attempt to access PACER. If you click on the [Reset] button, all entries will be cleared. To change the client code within a session, go to Change Client Code under the Utilities Menu.
Click on the [Login] button.
STEP 4 The CASES REPORT selection screen displays.
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.
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, SSN, and TAX ID).
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.
The [Clear] button will reset all fields to their default values .
After entering your criteria, click on the [Run Report] button.
STEP 5 The CASES REPORT displays next. All reports can be printed by clicking on the browser’s Print button.
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.
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.
Clicking on any of the Case Number hyperlinks will display the DOCKET SHEET screen, allowing you to enter criteria for generating the Docket Report.