Note: This version of the Case Balance Summary report is currently in Beta. We are actively refining the Case Balance Summary report to ensure it provides the most accurate productivity insights. You may notice frequent updates as we improve the experience.
Overview
The Case Balance Summary report provides financial information for each client's case. It allows you to track the financial health of each case, including accounts receivable and total case amounts.
What the Report Helps You Do
Support collections & follow up
Identify cases with outstanding balances and whether they should be paused until payment is received.
Verify payments applied correctly
Review whether payments were applied to the right case.
Support billing and case actions
Decide which cases need to be billed and which need reassessment.
How to Run the Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab in the left navigation pane.
From the Financial reports category, select Case Balance Summary.
In the top-right corner, click Customize report.
You can customize your report by:
Filtering the data fields.
Adding/removing and reorganizing the columns in the report.
Sorting the rows based on data type.
Grouping by Firm User or Entry Type.
Calculating the total of each data type.
4. Once you have customized the report to fit your needs, click Run report.
Do More with Your Report
Click More to:
Print report
Export as CSV
Export as PDF
Refresh data
To learn more about Customizing Your Reports, click here.