Downloading the Docket Summary Report

Created by Jenna Watson, Modified on Fri, 05 Apr 2024 at 09:30 AM by Christina Fenech

The Docket Summary Report can be downloaded either as an Excel spreadsheet or a PDF. If downloading PDFs, you can choose to attach all supporting dockets to the report. Please see below for steps to Generate a Docket Summary Report.

PDF Report

The first page will be a summary of the totals per resource, and if you have chosen to include supporting dockets, the dockets will be on the subsequent PDF pages. This report is often useful to send to your customer along with their invoice. 

Excel Output

The data can also be extracted as an Excel file. Note, you can choose to include "interaction fields" which will show more detail per line item. 



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