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Reporting Overview
Reporting Overview

MyCase Reporting offers reports specific to time & billing, trust accounting, and case details. Reports are exportable to CSV or PDF files.

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Written by Sarah Schneider
Updated over a week ago

Overview

Table of Contents:

Reports Available:

Aging Invoices

Generate a report of all overdue invoices. The report will group overdue balances into 1-15, 16-30, 31-60, and 61+ days overdue. This report leveraged the "Due Date" field on invoices. Please be sure to utilize the invoice due date if you plan on using this report.

Accounts Receivable

An easy way to view your law firm's receivables. You can filter the report to show just a particular client or case, as well as choose from various grouping options to better format the data for your specific need. Learn more here.

Case Revenue

The Case Revenue Report in MyCase is an easy way to view what your cases have billed for a certain time period and then compare that to what your firm actually earned on those cases within the same time frame. Learn more here.

Fee Allocation

The Fee Allocation Report in MyCase is an easy way to display what has been billed and collected by specific users at your firm during a certain time period. This report provides a clear and accurate picture of each employee’s financial contribution to each matter at your firm. Learn more here.

User Time & Expenses

Generate a report of time and expense entries for a particular employee of your firm. You can filter the report to only show entries made within a specific time period. All billable flat fees will be included in this report. The flat fees are attributed to the user who created the flat fee. If the flat fee was created when entering a new case, then that user will be attributed to the flat fee. If the flat fee was created on an invoice (not related to a case flat fee), then it will be attributed to the creator of the invoice. Non-billable flat fees will not be included in the total numbers, however, they will appear in the 'Detailed’ view of the report. This only applies to true flat fees, and does not apply to time entries marked as flat fees.

Firm Time & Expenses

Generate a report of time and expense entries for every employee of your firm. It will show you a summary of each person's billable hours, total billed amount, expense totals, and non-billable hours. You can filter the report to only show entries made within a specific time period. All billable flat fees will be included in this report. The flat fees are attributed to the user who created the flat fee. If the flat fee was created when entering a new case, then that user will be attributed to the flat fee. If the flat fee was created on an invoice (not related to a case flat fee), then it will be attributed to the creator of the invoice. Non-billable flat fees will not be included in the total numbers, however, they will appear in the 'Detailed’ view of the report. This only applies to true flat fees, and does not apply to time entries marked as flat fees.

Case Time & Expenses

Generate a report of time and expense entries for a particular case/matter. You can filter the report to only show entries made within a specific time period. All billable flat fees will be included in this report. The flat fees are attributed to the user who created the flat fee. If the flat fee was created when entering a new case, then that user will be attributed to the flat fee. If the flat fee was created on an invoice (not related to a case flat fee), then it will be attributed to the creator of the invoice. Non-billable flat fees will not be included in the total numbers, however, they will appear in the 'Detailed’ view of the report. This only applies to true flat fees, and does not apply to time entries marked as flat fees.

Trust Account Summary

An overview of all contacts with trust balances as of a specified date. The report will show the contacts total credit, total debits, and "as-of" balance.

Trust Account Activity

Show a client's trust account activity; including payments method, the related invoice, memo, and case link. This report will allow you to filter by a specified date range.

Non-Trust Retainer & Credit Account Summary

An overview of all contacts with non-trust retainer & credit balances as of a specified date. The report will show the contacts total credit, total debits, and "as-of" balance.

Note: You must have Non-Trust Retainers and Credit Accounts enabled in your Settings to view this report.

Non-Trust Retainer & Credit Account Activity

Show a client's non-trust retainer & credit account activity; including payments method, the related invoice, memo, and case link. This report will allow you to filter by a specified date range.

Note: You must have Non-Trust Retainers and Credit Accounts enabled in your Settings to view this report.

Case List Report

View a report of cases based on case status (open/closed), firm users, lead attorney, practice area, case stage, office, and date range. You can also group cases by practice area, firm user, client, and fee structure.This report has been updated with the ability to add any case custom field as a column. Also, you have the ability to query this report based on specific custom field data. For example, you can see all of your cases that have an estate worth more than $50,000 if this were set up as a currency custom field. Lastly, you can further customize the report by moving column location and deselecting standard case fields.

Statute of Limitations

Generate a report that allows you to filter for cases that have satisfied or non-satisfied statute of limitations. You can filter the list for all cases or cases assigned to you.

Electronic Payments

Generate a report that shows you all payment activity made via eCheck and Credit Card within a specified time frame. Learn more here.
Note: You must have MyCase Payments turned on to view this report.

Credit Card Fees

Run this report to see a detailed view into which fees have been pulled from your Operating account in each batch when credit card transactions have occurred. Learn more here.

Note

If you would like to customize (formatting, grouping, content, etc.) any MyCase report, you can export the report to CSV file. Once saved as a CSV file, you can edit the report in programs, like Excel.

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