FAQ
      Back to home
      1. Knowledge Base - CasePacer
      2. FAQ

      Step-by-Step Guide: Using CP Vantage to Customize Reports

      CP Vantage is a powerful tool for pulling and analyzing data from CasePacer. While most reports come with predefined filters, you can further tailor your results by adding additional filters.

      Step 1: Access CP Vantage

      1. Log in to your CasePacer account.
      2. Navigate to the Reports section.
      3. Select the CP Vantage option from the menu to open the reporting dashboard.

      Step 2: Choose a Report

      1. Browse through the list of available reports (e.g., case statuses, attorney performance, settlement summaries).
      2. Click on the report that aligns with the data you want to analyze.

      Step 3: Review Default Filters

      1. Most reports will already have some filters applied, such as date ranges, case types, or statuses.
      2. Review these filters to see if they meet your needs.

      Step 4: Add Additional Filters

      1. Click on the Filter button (located at the top or side of the report interface).
      2. A filter menu will appear. Here, you can:
        • Select specific fields to filter, such as Attorney, Court Date, Case Status, or Document Type.
        • Enter values or criteria for these fields (e.g., cases opened after a certain date or cases assigned to a specific attorney).
      3. Once you’ve set your filters, click Apply to update the report.

      Step 5: Refine Your Data

      1. Review the updated report to ensure it includes the exact data you need.
      2. If necessary, adjust the filters by repeating Step 4 to further narrow or expand your results.

      Step 6: Export or Save the Report

      1. Once satisfied with the data, you can:
        • Export the report as a PDF, Excel file, or CSV for sharing or offline analysis.

      Tips for Effective Filtering

      • Combine multiple filters to create precise, actionable reports.
      • Use date ranges to focus on specific timeframes, such as the last quarter or year-to-date.
      • Save frequently used filter combinations to streamline future reporting tasks.

      By leveraging CP Vantage’s customizable filters, you can transform your reports into powerful insights tailored to your firm’s unique needs. Start experimenting with filters today to unlock the full potential of CasePacer’s reporting tools!