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:

• Top Cases -- a bar chart showing the cases with the most filing activity
• Daily Spending -- an area chart showing your filing fees over time

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 Pending, Approved, and Drafts. Each entry shows the case number (or NEW), court, parties, document count, fee amount, current status, and submission date. Click any row to expand it and view document-level details.

📹 GIF: Using the search field above the My Filings table to filter by filing number, then clearing the search and switching between the Pending and Approved tabs.

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

📹 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.

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.