The Cases Report can be used to monitor new bankruptcy cases, adversary proceedings, and miscellaneous cases filed. It can also be used as a report for cases discharged, closed, dismissed, or converted. In addition to entering your CM/ECF login and password, you will be prompted to enter your PACER login and password. A PACER login and password will be required any time you access queries and reports.
These instructions assume you have already accessed and logged into CM/ECF.
How to access the cases report
Click [Reports]
Click [Cases]
If you are not already logged into PACER (Public Access to Court Electronic Records) you will be prompted to enter your PACER login and password.
Enter your PACER assigned Login and Password (these fields are case sensitive).
Enter the Client Code (optional). This field is used for billing by PACER users. The data will be included in PACER billing reports.
NOTE: If you click in the Make this my default PACER login box, your login will automatically appear each time you attempt to access PACER. If you click on the [Reset] button, all entries will be cleared. To change the client code within a session, go to Change Client Code under the [Utilities] Menu.
Click [Login]
The Cases Report selection screen displays. The following fields are available for selecting/entering criteria for generating the Cases Report:
Office: This field is not applicable to this Court
Case Type: The choices are ap - Adversary Proceedings, bk - Bankruptcy, or mp - Miscellaneous Proceedings. The default is all cases.
Chapter: Cases can be selected by Chapter 7, 9, 11, 12, 13, or 304. The default is all chapters.
Trustee: Allows you to limit case information by trustee. The default is all trustees.
Date Type: Allows you to specify which date is used when generating the report. The choices are Filed, Entered, Discharged, Dismissed, Closed, or Converted. The default is Filed Date.
From/To: Enter a beginning and/or ending date. The default is today's date. For one day's activity, the dates should be the same in both fields. Enter dates by MM/DD/YY or MM/DD/YYYY.
Open Cases: You can restrict activity by open or closed cases. A check mark is defaulted in the Open Cases box.
Closed Cases: The option to include or exclude closed cases is available. The default in this box is no Closed cases. Place a check mark in this box to include closed cases.
Party Information: Placing a check mark in this box will allow you to include additional party information along with each party(s) name (i.e., address, SSN, and Tax ID).
Sort by: Allows you to select up to three sorting order sequences for the report. The choices are Filed Date, Entered Date, Case Number, Terminal Digit, Case Type, Office (n/a), Trustee, or Judge. The default is Filed Date.
Enter your criteria, and click [Run Report].
Note: The [Clear] button will reset all fields to their default values.
The Cases Report displays. All reports can be printed by clicking on the browser's Print button. The following information will be displayed on the Cases Report:
Case #/Related Case Info.: Displays the assigned case number, chapter, and debtor. Clicking on the case number hyperlink will allow you to generate a Docket Report. If the Case Type is an Adversary Proceeding (ap), the "Lead" bankruptcy case number appears beneath the adversary case number hyperlink.
Tp (Type Proceeding): Displays either ap, bk, or mp
Ch (Chapter): Displays either 7, 9, 11, 12, 13, or 304.
Party Info.: Displays the debtor (and joint debtor) information for bankruptcy cases. Plaintiff information will also be displayed for ap cases.
Judge/Trustee: If there is a trustee on a bankruptcy case, the name appears directly below the judge's name.
Dates: Date information will include the dates the proceedings were either Filed, Entered, Discharged, Dismissed, Closed, or Converted.
Other Info.: Other information may include the asset designation and fee status.
A Transaction Receipt will be displayed at the end of the report summarizing the criteria used, the number of cases that were included, and number of billable pages.
Updated: March 20, 2003