Overview
8am™ MyCase's Case List Report allows you to view a report of cases based on several different filters and group them how you would like. Looking to report based on your case custom fields? You can customize this report to include case custom fields, remove standard fields, and sort the report columns. Finally, you can filter this report by querying data based on your custom fields.
You can filter the report to show cases based on: case status (open/closed), firm users, lead attorney, practice area, case stage, office, originating attorney and date range.
You can also group cases by case stage, office, lead attorney, practice area, firm user, client, and fee structure.
How Do I Run the Case List Report?
To access the Case List Report:
Click the Reports tab in the left navigation pane.
Under Case & Contact Reports, select Case List Report.
You will see a generic version of the report.
To run a Case List Report (with standard fields applied):
Filter the report based on your preferences.
Then, click the Run Report button.
You can Export the report as a CSV or PDF.
You can also click Save Report to save the filter-specific report to the My Reports tab.
Case Custom Field Reporting
If you would like to customize this report:
Click the blue Customize Columns button, below the Run Report button.
In the pop-up window, select the custom fields you would like to include, remove any standard fields you don't want to see on the report, and drag the columns into the order you prefer.
Click Update Report.
When you return to the Case List Report dashboard, you will see the columns you previously selected.
To get a report showing the updated fields, click Run Report.
Custom Field Queries
You have the ability to query this report based on specific custom field data. Let's say you practice estate law and you would like to have a list of all cases that have an estate worth more than $50,000. If this were set up as a currency custom field, you can select that custom field and filter the report to only query cases that have an amount ‘greater’ than $50,000.
As long as your firm enters this information as a case custom field, you can query it.
Saving Report Configurations
When using the Case List Report, each user can save your custom filter configurations for future use. Rather than continuously rebuilding your Case List Report, you can save your reports to enable one-click generation of your custom reports. To save a report for future use:
Customize the report as you would like and then Run the Report.
Select Save Report in the upper right-hand corner and then enter the name that you would like to call it.
Click the Save button.
To view your Saved Reports, select the My Reports tab in the upper left-hand corner. This will list all of your previously save reports, to run one of the saved reports simply click on the name of the report that you would like.
Note: These reports are saved on a per-user basis.
FAQs
I run the same report often, can I save a default view?
If you would like a default view of your Case List report, each user has the ability to check the box for “Save as Default View” and then “Run Report” to always return to this same view. The next time that you return to the Case List Report this same view will populated. You can always alter this default view by changing the filters and running the report again with the check box select.
Can I export this report?
The Case List Report can also be exported as either a PDF or CSV file. To export, click the Export Report drop down and choose an export format.