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CP Vantage Menu

This article explains how to navigate and use the updated CP Vantage Reporting Index. The redesigned interface maintains familiar elements from the previous version while introducing new features that make reports easier to locate, favorite, and open.

Overview

The new CP Vantage interface was designed to enhance usability and accessibility without changing the reporting structure you already know. All existing report names and categories remain the same, but descriptions and navigation tools have been improved to create a more efficient workflow.

CPVantage-TopView_cropped

Accessing the CP Vantage Menu

  1. Log in to your CasePacer account.
  2. From the main navigation bar, select CP Vantage.
  3. The reporting menu/index will open.

    Favoriting Reports

    You can favorite any report to bring it to the top of your CP Vantage menu for quick access.

    • To favorite a report: Hover over the report tile and click the star icon.

    • To remove a favorite: Click the star icon again to unselect it.
      Favorited reports remain pinned until manually removed.

    Opening Reports

    Each report tile includes an Open in New Tab option, allowing you to view multiple reports side by side.  

    Note: We support "lazy loading" so that the load times occur when you are actively using a report in the browser tab. This is especially helpful for users with large datasets or who need to view several reports at once.

    Best Practices

    • Use the sub-navigation to minimize scrolling when working with large report lists.

    • Favorite your most-used reports to streamline your daily review process.

    • Use Open in New Tab when analyzing multiple reports simultaneously.

    • Reference the expanded descriptions to quickly identify which report provides the information you need.