8am MyCase offers reports specific to time & billing, trust accounting, case details and more. In addition, reports are exportable to CSV or PDF files.

8am MyCase Reports Overview

This guide explains how to use the leads referral source report customization option in 8am™ MyCase to filter, sort, and organize data to fit your exact needs.

Customizing Your Leads Referral Source Report

Each article in this section will correspond with a report offered within the Reports tab in your MyCase account! 

Reports

The Case Revenue Report in 8am™ MyCase is an easy way to view what your cases have billed and earned for a certain time period.

Case Revenue Report

The Fee Allocation Report is an easy way to display what has been billed and collected by specific users during a certain time period.

Fee Allocation Report

The 8am™ MyCase Electronic Payments Reports will show you all payment activity made via eCheck and Credit Card within a certain timeframe.

Electronic Payments Report

Accounts Receivable Report

The MyCase Credit Card Fees report will give you a detailed view into which fees have been pulled from your Operating account in each batch.

Credit Card Fees Report

The Case Balance Summary report provides financial information for each client's case in 8am™ MyCase.

Case Balance Summary Report

Transaction Report

This article will guide you through the process of generating an Aging Invoices report in 8am MyCase.

Aging Invoices Report

Track when and why credits were added, used, adjusted, or removed.

Non-Trust Retainer & Credit Account Activity Report

Track non-trust retained money and summarize any credits on a case.

Non-Trust Retainer & Credit Account Summary Report

High-level snapshot of trust funds for compliance checks and quick oversight.

Trust Account Summary Report

Track every transaction involving client trust funds.

Trust Account Activity Report

Financial Reports

When using the Case List or Contact Reports, each user can save your custom filter and column configurations for future use.

Saved Reports in MyCase

View a report of cases based on case status (open/closed), firm users, lead attorney, practice area, case stage, office, and date range.

Case List Report

The Contact Report allows you to view a report of your contacts, leads, and companies based on filters.

Contact Report

This article provides a step-by-step guide on how to generate a Statute of Limitations (SOL) report in 8am MyCase.

Statute of Limitations Report

Case & Contact Reports

Understand who is recording billable work and expenses, how much they’re contributing, and whether anything is being missed before billing.

User Time & Expenses Report

See time entries and expenses across the entire firm for visibility into big-picture productivity and overall billing activity.

Firm Time & Expenses Report

Review time entries and costs for specific cases to better understand case profitability and time spent working on the case.

Case Time & Expenses Report

Productivity Reports

Predict future revenue from leads, track intake performance, and see potential new business in the pipeline.

Leads Forecasted Pipeline Value Report

Track consultation fees, identify trends, and make smarter decisions about your intake strategy with the Consultation Fee Revenue Report.

Consultation Fee Revenue Report

This article will highlight the benefits of the Leads Referral Source Report and show you how to use this report to keep track of your most viable referral sources.

Leads Referral Source Report

Leads Reports

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