Required Reporting


Required Reporting

Office of Court Administration

Judicial Council/OCA Monthly Reporting Instructions
Trial Court Judicial Data Management System
District Court [pdf] | County Court [pdf] | Municipal Court [pdf] | Justice Court [pdf]
For questions on reporting instruction or calculating report values, please contact the Judicial Information Manager at (512) 936-1358 or by email at angela.garcia@courts.state.tx.us
Software Specifications for XML Data Interface for OCA's Judicial Council Monthly Reports
Instructions for Sending Monthly Reports Electronically [pdf]
Changes to Monthly Case Activity Reports Effective September 1, 2010
Frequently Asked Questions - Updated 05/20/09!
List of Changes Made to Instructions
New Reporting Rules [pdf]
District Courts: [Form] | [Instructions] | Charts Comparing New and Current Reports [xls] [pdf] | Draft XML Specifications [pdf] - Instructions updated 10/01/09!
Statutory County Courts: [Form] | [Instructions] | Charts Comparing New and Current Reports [xls] [pdf] | Draft XML Specifications [pdf] XML Specification Changes [pdf] - Instructions updated 10/01/09!  XML specifications updated 06/18/09!
Constitutional County Courts: [Form] | [Instructions] | Charts Comparing New and Current Reports [xls] [pdf] | Draft XML Specifications [pdf] - Instructions updated 10/01/09!  XML specifications updated 06/19/09!
Other Charts Comparing New and Current Reports: Family [pdf] | Juvenile [pdf] | Probate [pdf]
Presentation Concerning Changes to Monthly Reports
Guidelines for Transition to New Judicial Council Reports [pdf]
Model Case Cover Sheets:
Proposed combined civil/family cover sheet [doc] | [pdf]
Civil [District] [County] - Updated 11/07/08!
Family - Updated 11/07/08!
Criminal - Updated 12/05/08!
Juvenile - Updated 12/05/08!
District and County Court Appointments and Fees Report
Supreme Court Order (October 30, 2007) [pdf]
Forms: District [pdf] | County [pdf]
Instructions [pdf]
Online Reporting Instructions [doc]
Hate Crimes
Article 2.211 of the Code of Criminal Procedure provides that in each case that a request is made for an affirmative finding that an offense was committed because of bias or prejudice under Article 42.014, the clerk of the district or county court shall report that request to the Texas Judicial Council and include a statement whether the affirmative finding was entered in the judgment in the case. The following is a list of the cases in which a request for a hate crime finding has been made since September 1, 2001 (the effective date of the reporting law).
List: PDF | HTML
Form: PDF | Word
Jury Charges and Sentences in Capital Cases
Sec. 72.087(c), Government Code, requires the judge or clerk of a court to submit to the Office of Court Administration a written record—containing the contents of the trial court's charge to the jury and the sentence issued in each case—of cases involving the trial of a capital offense.
Instructions [pdf]
Cases reported since September 1, 2007
Security Incident Reports
Art. 102.017(f), Code of Criminal Procedure, requires the local administrative judge to submit to the Office of Court Administration a written report regarding any security incident involving court security that occurs in or around a building housing a court for which the judge serves as local administrative judge not later than the third business day after the date the incident occurred.
For district, county and justice courts:
Report Form: PDF | Word
Instructions: PDF
Submit Security Incident Report online
Summaries of reports received
For municipal courts:
Report Form: PDF | Word
Instructions: PDF
Submit Security Incident Report online
Vexatious Litigants
Chapter 11 of the Civil Practice and Remedies Code provides protective remedies against vexatious litigants in Texas. Section 11.101 provides that a court may find a person to be a vexatious litigant and may enter an order prohibiting that person from filing new litigation in a court of this state. Section 11.104(a) requires the clerk of a court entering such an order to provide a copy of the order to the Office of Court Administration. Section 11.104(b) requires the Office of Court Administration to maintain a list of vexatious litigants subject to such orders and to send the list to clerks of the courts of the state annually.
OCA has recently received a number of reports on vexatious litigants, some of which should have been reported years ago. Please review the latest Vexatious Litigants list, and check back frequently for updates. In addition, copies of the orders have all been posted online for your convenience.
Instructions [pdf]
List:   Excel  |   PDF  |   List with Vexatious Litigants Orders   - Updated!

Reports Received from Federal Courts
Guardianship Certification Board
Effective September 1, 2009, Senate Bill 1055, 81st Legislature R.S., changed requirements for certain information reported to the Board by county clerks, guardianship programs, private professional guardians and the Department of Aging and Disability Services. Reporting requirements for private professional guardians and guardianship programs to the county clerks also changed. See the Guardianship Certification Board website for further details.
Required Reporting to Other Agencies
Other state agencies have requirements for reporting from trial court clerks. For District Clerks and County Clerks, these reporting requirements are detailed within the two clerks manuals. Please note that OCA makes efforts to keep the lists complete and up to date, but does not warrant that the lists contain every report that clerks are required to make. Most of the reports that clerks prepare are for entities other than OCA. OCA has no involvement with reports that clerks are required to make to entities other than OCA.
District Clerk Manual [pdf] - Updated! | County Clerk Manual [pdf] - Updated!
The Texas Municipal Courts Education Center (TMCEC) has extensive written materials on reporting requirements for municipal court clerks. These reporting requirements (in PDF) can be found on their web site at this link www.tmcec.com/clerkcert/study/7statecity.pdf.

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Updated: 01-Oct-2009

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