AffiniPay

MyCase Reporting offers reports specific to time & billing, trust accounting, and case details. Reports are exportable to CSV or PDF files.

Reporting Overview

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

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

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.

The Contact Report allows you to view a report of your contacts, leads, and companies based on filters & group them how you would like.

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

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

The MyCase Electronic Payments Reports will show you all payment activity made via eCheck and Credit Card within a specified time frame.

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.

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