MyCase's Contact Report lets you view a report of your contacts, leads, and companies using various filters and grouping options. Looking to report based on your contact custom fields? 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.

To access the Contact Report, click the Reports tab at the top of the screen. In the left-hand menu, select "Contact Report". If this is your first time running a report, you will be shown the initial landing page (pictured below). To run a contact report, select the Customize button to add or remove any columns you may want to be a part of the report. If you have already created a report in the past and are simply looking to refresh your past results, choose the “Refresh” button.

The Customize Report button at the top right of the screen allows you to drill down deeper into your contacts, leads, and companies. A pop-out panel appears, allowing you to select additional fields to include, remove any fields you don’t desire, and drag and drop fields to adjust the order.
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To add a new column, start by clicking on the search window; this will prompt all of the available columns to be shown. You can also start typing to filter the list of columns.
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To delete/remove a column, simply click on the ‘X’ on the right-hand side of the column name to remove it from the list. Please note that your report must be re-run to update the table with this updated information.

To rearrange the order of columns, click on the three horizontal lines to the left of the column name and drag to your desired location. Then, release your mouse to finalize the location within the list.
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You can query this report based on several field types. For example, if you would like a list of all contacts associated with your estate law cases, you can use the Practice Area filter. If you want to search for all contacts added during a specific date range, you can also query that.
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To add filters to your Contact Report with the Customize Report side tab, click on the Filters option.

Within the filter selection area, you can select the specific filter you would like to add to your query. Depending on the filter selected, you will then be prompted to choose additional options. For example, when selecting Practice Area, you will be prompted to select which Practice Area(s) you would like to include, as shown below.
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After you've added the desired filters, you can execute the report by selecting the Run Report button.
​​Please Note: Too many filters may cause the query to return no results. If this happens, change or reduce the amount of filters and try again.

When your reports have been finalized and run in the background, they will appear on the Contact Report page. It's important to note that since this is running in the background, you can navigate to other pages while it is running and return to a completed report.
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After the Contact Report is displayed, you will notice a list of all of your contacts, companies, and leads based on the filters and columns that you have chosen. Some columns are hyperlinked, allowing you to quickly navigate to that area of your account and take action on anything you need. You can also sort the report by a specific column by clicking on the column title and the top of the table. If your query returns more than 1,000 rows, then you will need to export the report to see the entire dataset.

Can I export this report?
The Contact Report can be exported as either a PDF or CSV file. To export, click the export report icon and choose an export format from the drop-down menu. Once the export has been generated, a link in your background tasks popup appears for you to complete the download of your exported report.
​Please Note: Exporting the PDF report with many columns can produce undesired results, reducing the number of columns listed will result in a more desirable PDF file.*