> For the complete documentation index, see [llms.txt](https://docs.cottfile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cottfile.com/filer-guide/reports.md).

# Reports

The Reports page is available to **Attorneys** and **Org Admins** from the sidebar. It provides an analytics dashboard with summary cards, charts, and a detailed filing ledger for your organization's filing activity.

## Summary Cards

Four stat cards appear at the top of the page:

* **Total Filings** -- total number of filings submitted by your organization
* **Total Fees** -- lifetime filing fees charged
* **Acceptance Rate** -- percentage of filings that were accepted
* **Avg Processing** -- average time from submission to a decision (accept/reject)

## Charts

Below the summary cards, two charts visualize your filing data:

* **Documents by Type** -- a bar chart showing how many documents have been filed by document type (e.g., Motion, Petition, Order)
* **30-Day Revenue Forecast** -- an area chart projecting filing fees based on recent trends

## Filing Ledger

The ledger is a detailed table of every filing, showing filing number, court, case type, parties, document count, fee amount, status, and submission date. You can:

* **Search** by filing number, court name, or party name
* **Sort** by any column
* **Filter** by date range
* **Export CSV** -- download the full ledger as a spreadsheet

## Filing History on the Dashboard

Your filing history is also available on the dashboard in the **My Filings** table with tabs for Submitted, Recorded, and Drafts. Each entry shows the filing number, court, case type, parties, document count, fee amount, current status, and submission date. Click any row to expand it and view document-level details.

{% hint style="info" %}
**📹 GIF:** Using the search field above the My Filings table to filter by filing number, then clearing the search and switching between the Submitted and Completed tabs.
{% endhint %}

## Fee Summary

The **Payments** page provides a financial summary of your e-filing activity:

* **Total Paid** -- Lifetime filing fees paid.
* **Filings Paid** -- Number of filings with successful charges.
* **Recent Transactions** -- A detailed log of every charge and refund, with dates, amounts, card details, and statuses.

This transaction log serves as your receipt history. Each entry references the filing number it was charged against, making it easy to reconcile fees with specific filings. You can download a receipt for any successful payment.

## Case-Level View

When you open a specific filing from the dashboard, the case detail page shows all filings associated with that case in the **Filings** tab. This gives you a complete history of activity on a particular case, including:

* Filing numbers and submission dates
* Status of each filing
* Lead document for each filing

{% hint style="info" %}
**📹 GIF:** Opening a case detail page, clicking the Filings tab to see all filings on the case, then expanding a filing to view its documents and status history.
{% endhint %}

{% hint style="info" %}
If you need a formal report or receipt for a specific filing, you can download the court-stamped documents from the case detail page. Stamped documents include the court name, date, and recording number.
{% endhint %}


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