Following along in MyCase is recommended as you read the reports:

Reports in MyCase can be accessed by clicking the Reports tab. Reports are categorized by type, including Accounting Reports, Financial Reports, Case & Contact Reports, Productivity Reports, and Leads Reports.
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Run a Balance Sheet Report to see your firm's financial snapshot of any day. This report will show you how much your business is worth by subtracting the money the firm owes from everything owned. Learn more here.
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The Cash Flow Statement will list your firm's cash inflows and outflows, helping you make informed decisions for your business. This statement will help you to understand the difference between net income and the activity in your cash account. Learn more here.
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You can find a complete list of your company's transactions in the General Ledger. You can define any date range to filter your transaction list for all accounts in your system, providing an easily digestible breakdown of transactions across all your company's accounts. Learn more here.
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The Profit & Loss Statement shows your firm's income and expenses over a period of time. This report will show you what your business made and spent over the defined period of time. Use this report to compare your income and expenses in order to calculate your business's net income. Learn more here.
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MyCase Accounting provides a 1099 report with the necessary data to produce a 1099-NEC (Non-Employee Compensation) report. The 1099 NEC is a form merchants must provide to their vendors that reflects the payments you made via check, cash, or ACH for more than 600 dollars. Learn more here.
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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.

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.

A case balance summary report is a concise report that provides financial information for client cases. It can track the financial health of each client's case, including accounts receivables and case totals. Learn more here.
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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.

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.

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.

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.

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.

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.

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.

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.

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.

MyCase's Contact Report lets you view a report of your contacts, leads, and companies using various filters and grouping options. You can customize this report to include any contact custom fields you like, remove standard fields, and sort the table’s columns in the order you would like them to appear. Finally, you can filter this report by querying data based on your common standard fields. Learn more here.

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.

Generate a report of time and expense entries for a particular employee of your firm. You can filter the report only to 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.

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.

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.

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.