GENERAL INFO.	This report cannot be run for one particular case. This report will gather cases that have a specific event date (such as filed date, closed date, converted date, dismissed date, discharged date, etc.) within a specific date range. You can limit the cases to a particular office, a particular case type, a particular chapter, and/or a particular trustee. You can also limit the report to open or closed cases and you can include or exclude party information. Then, you can perform up to 3 levels of sorting of the case data that will be collected. Besides having a column of information for each criterion that you selected, there is an “Other Info” column that includes whether the case was an asset case, whether the fees were paid, and the county in which the debtor claimed residency for filing purposes. The data that is gathered includes a hyperlink to run a docket report for any of the cases collected. The report will end with a count of the number of cases that matched the criteria you entered. It will also indicate at the bottom whether the report was for open or closed cases or both.
HELP SCREENS	Help is available for most screens by clicking on the button. The help box will display describing the fields and what entry is required for the window you are currently viewing. Click on the button at the upper right hand corner of the screen or the button to close the help screen.
STEP 1	Log in to the CM/ECF System using your ECF Login and Password if you aren’t already logged in. NOTE: If you aren’t going to be filing any pleadings, but will simply be running a report, you can log in using your PACER Login and Password instead. NOTE: After logging in, if you click on Netscape Navigator’s (resize) button accidentally instead of clicking the minimize button, or if you drag the sides to resize the Netscape window, there is a Netscape Navigator bug which will throw you out of your CM/ECF session and you will lose all the information that you have entered up to that point. So, resize the window before you login!
STEP 2	Click on “Reports” in the blue menu bar at the top of the screen.
STEP 3	Click on the hyperlink in the “Reports” list.
STEP 4	The “PACER Login” screen will now display unless you previously logged in using your PACER login and password or unless you are an attorney who does not use the “Client code:” field and you have defaulted your PACER login to be linked to your CM/ECF login. The client code field is mainly for creditor attorney’s use to facilitate billing the client for expenses. Enter your PACER login and password and a client code, if desired. Then, click the button.
SEARCH PARA- METERS	The “Cases Report” selection criteria screen will now appear. Choose the criteria you wish following the guidelines below.
LIMITING THE REPORT	Using the following boxes, you can limit the cases to a particular office, a particular case type, a particular chapter, and/or a particular trustee. NOTE: If you leave the choices blank as shown above, cases will be gathered for all the divisions, all case types, all case chapters, and all trustees.
LIMITING BY DATE TYPE AND RANGE	This report will gather cases that were filed with today’s date by default. You can change the specific type of date (such as filed date, closed date, converted date, dismissed date, discharged date, etc.) to any of the choices shown below. You can also change the default of today’s date to any other range of dates. In the example, below, a month’s worth of cases will be included. NOTE: Enter dates as mm/dd/yy or mm/dd/yyyy. NOTE: You can enter a beginning date with no end date. This will include all entries from the start date to the present date. You can also enter an ending date in the field after the “to” with no beginning date. This will include all entries in the case up to the ending date.
INCLUDING OTHER DATA	By default, the report will only include “Open cases” and will NOT include “Party information” as shown below. You can change the above fields by adding or removing checkmarks by clicking with your mouse. You can include both open and closed cases, or you could run the report only on open cases or only on closed cases. You can also choose to add the party information by checking that box.
SORTING	After you have made your choices as to what data the report will gather, you can then have that data sorted (up to three levels) using the choices shown below. NOTE: You can specify both a primary and a secondary sort, and even a third sort level. If the data gathered has the same value for the primary sort, then it will be sorted by the secondary sort criteria, and then by the third sort criteria. As an example, you could have the data sorted by office first. Then, you could have all the cases in each division sorted by the trustee that was assigned. Then, you could have each trustee’s data sorted by case number.
CLEAR OPTION	You can click the button to return the screen to the normal defaults if you change your mind about any of the choices you have made.
STEP 5	After making your choices, click the button.
SAMPLE CASES REPORT	The “Cases Report” will now display. NOTE: The date in the title of the report is not the date range you chose, but the date that the report was produced.
NO CASES FOUND	If no cases matching your criteria were found, a screen similar to the one below will display.
REPORT COLUMNS	The information on the report will be displayed in the columns shown below. If the case is an adversary case, the case number information will display as shown below. The blue case number is a hyperlink that will allow you to produce a docket report for the case if you click the hyperlink. “Tp” is the bankruptcy type – “bk” for bankruptcy or “ap” for adversary proceeding. The “Other Info” column will contain some or all of the data shown below.
SUMMARY	At the end of the report, there will be summary information similar to that shown below.
PRINTING OR SAVING THE REPORT	Click on your browser’s printer icon to print the “Cases” report. To save a copy of the “Cases” report, click “File” in your browser’s menu bar. Then select “Save As”, “Save Frame As”, or “Save Target As” and save to the drive you wish to on your computer.