Reports - Documents

This is a stub article for now.

Also see: ReportSQL - Documents on Cases

Matter (Via document_module_cascaded)

Created to bridge documents and cases in reports where documents may be stored inside nested folders rather than attached directly to a case.

If selected as the primary base table when creating a report:

  • Row Granularity: It returns one row per document associated with a case (including documents in subfolders).
  • Cases with no documents do not appear.
  • Cases with multiple documents appear once per document.
  • Available Fields: The base table exposes all standard matter fields (plus cascaded_document_id), and inherits all standard matter subtables (caseworker assignments, clients, notes, funding codes, etc.).
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