Following along in MyCase is recommended as you read this article.
Table of Contents
Overview
Our reporting tool includes a powerful customization feature that allows you to filter, sort, and organize data to fit your exact needs by providing precise and relevant information for smarter business decisions.
To customize your report, click the Customize report button located in the top-right corner to open the customization side panel.
Filter Report Data
Filters allow you to narrow down the results in your report to show only the data that meets specific criteria.
Select the Filter tab in the customization panel.
Add a filter from the dropdown menu.
Set the specific criteria for that field (e.g., select a specific date range or status).
You can add multiple filters to refine your report data. The report updates to show only the results that match all the filters you select.
Manage Columns
You can control which columns appear in your report and change their order to create the perfect view.
Select the Column tab in the customization panel.
To reorder columns, click and hold the handle icon next to a column name and drag it to your desired position.
To remove a column, click the trash can icon next to its name.
To add a new column, click the Add column dropdown at the top and select a field from the list.
Sort Report Data
Sorting organizes the rows of your report in a specific order based on the column data.
Select the Sort tab in the customization panel.
Choose a data field to sort by and set the direction (e.g., Ascending or Descending).
You can add multiple sorting rules. The report sorts by the first rule, then the second, and so on, allowing for precise organization.
Group Report Data
Grouping combines related rows under a single, collapsible heading, which is useful for summarizing information.
Select the Group tab in the customization panel.
Choose a field to group by from the dropdown menu.
The report automatically organizes the data into sections based on the field you select.
Add Calculations
You can perform calculations on numerical data directly within the report, eliminating the need for manual work or exporting to a spreadsheet.
Select the Calculate tab in the customization panel.
Select a numerical or financial data field.
Choose the type of calculation you want to perform, such as Total, Average, Minimum, or Maximum. The result is displayed at the bottom of the relevant group or the entire report.
Note: The report can only calculate by columns chosen (see: Manage Columns).
Save Your Custom Report
After customizing a report, you can save your configuration for easy access in the future.
Once you have finished customizing, click the Save report button.
Enter a descriptive name for your report in the pop-up window.
Click Save report.
Your new report will be available in the My reports section (highlighted in orange above).