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Exporting Facts and Running Reports
Exporting Facts and Running Reports

How to generate reports from facts, contacts, issues, and evidence.

Meg Hall avatar
Written by Meg Hall
Updated this week

Casefleet gives you the ability to generate powerful reports from your facts, contacts, issues, and evidence. Draft initial disclosures, a statement of facts, work product to use in cross-examination, or exhibit lists with a click of a button. 

This article covers:

Generating Reports from the Reports Tab

Most reporting options are found on the Reports page in Casefleet. Click on the Reports tab in the Casefleet navigation menu. Once there, you can apply our advanced filters to determine which facts, contacts, and documents will be included in your report. You can also specify date ranges and whether to include undated facts:

  • "Has any of" = or filter

  • "Has all of" = and filter

  • "Has none of" = everything except filter

There are also "is empty" and "is not empty" filtering options that are especially handy for locating facts that still need to be linked to sources or issues.

As you click on these options, you'll see exactly how many facts match the criteria you've set for the report.

Once you've set your filters, it is time to generate a report. There are seven report types:

  • Facts by Issues - Similar to a Statement of Undisputed Facts in summary judgment practice. 

  • Contacts and Documents - Your Rule 26 Disclosures at the click of a button!

  • Facts Spreadsheet - An Excel spreadsheet containing the facts, contacts, issues, and sources chronologically.

  • Simple Chronology - A PDF report of a timeline in vertical format showing only the dates and facts from your chronology. A great report to share with a client or to review just the facts of the case.

  • Detailed Chronology - A detailed numbered paragraph report in Word containing facts and citations to the evidence. Useful for crafting detailed mediation statements.

  • Simple Chronology table - A Word doc in table format containing dates, facts, and citations. Useful for deposition preparation.

  • Contacts with Facts - A Word doc with facts and information on each person and entity. Useful for the preparation of multiple witnesses.

After you've selected a report, click the Generate button. The report will appear at the bottom of the page as a downloadable file. (Click here for more information on hyperlinked reports, and here for additional reporting options).

Generating Reports from the Facts Tab

You can also generate certain reports directly from the Facts page: 

If you have a saved view for any of your filters on the Facts page then you can simply click the "Generate Report" button and the filters in your saved view will automatically be carried over to the Reports page. 

If you'd like to print a visual timeline from your case, click the "Show Timeline" button. For more information on using our visual timeline, click here.

Generating a Report from the Sources Tab

Print an exhibit list or a list of documents to use for depositions directly from your Sources page. You can even include a zip file of the documents included in the report. To learn more, read our Download Sources article.

NOTE: Bookmarks and highlighted text in Casefleet are designed only for use within the Casefleet application. When a source document is downloaded from Casefleet, the document provided is the original file uploaded to your account.

Generating a Report from the Contacts Tab

The Contacts tab in Casefleet includes an option to download a CSV file of the contacts entered into the case. Click on "Download CSV" to download a report for all contacts in the case, or use a filter first to create a curated report, such as a list of all contacts tagged witnesses or employees of X company. Your CSV file will be automatically downloaded to your computer.

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