Reports Overview

Track document collection progress for each matter using Infera's built-in reports.

Accessing Reports

1. Open a matter
2. Click Reports in the matter sidebar

Available Reports

The Reports tab shows two report types for document tracking:

Report	Description
Missing Documents	See which expected documents have not yet been received
Received Documents	See all documents that have been received for a party

Using Reports

Setting Filters

Before generating a report, configure the filters:

• Party - Select which party's documents to report on
• Start Date - Beginning of the date range
• End Date - End of the date range
• Paystub Frequency - Set how often the party receives pay stubs (e.g., weekly, bi-weekly, monthly)

Missing Documents Report

Shows which expected financial documents have not yet been uploaded for the selected party and date range. Use this to:

• Identify gaps in document collection
• Follow up with clients about outstanding items
• Prepare for court filings

Received Documents Report

Shows all documents that have been received and matched for the selected party. Use this to:

• Confirm what has been collected
• Review document coverage by category
• Verify completeness before creating a financial affidavit

Best Practices

• Set the correct date range - Use the actual period relevant to the case (e.g., last 24 months)
• Select the right paystub frequency - This affects whether the missing documents count is accurate
• Run reports for each party - Both the client and opposing party may need separate reports