Reports

MerusCase has a list of standard reports built into the system that users can access. You can access the reports by clicking the Report Icon at the top of the navigation bar, shown below. From there, to see all reports you can click Overview or if you only want certain types of reports, you can click on one of the other types. You can also access reports by navigating to Tools & Settings (gear icon) in the top right corner, and clicking Reports. 

To run a report from the built-in list, click directly on the name. For many reports, additional information is necessary. If the selected report needs more information, the system will prompt the user for the specifics. 

The selected report will open in a new tab once the system has prepped it.

For example, if I wanted to run the Activity by User report:

1. Go to Reports > Overview.

2. In the search box type "Activity by User" > click on the report. (Or I could scroll down until I find the correct report).

3. A modal window appears. If I leave the User section blank, the report will capture information for all users. I can choose a Date Range from the dropdown menu and I also have the option of selecting a specific Firm Office.

4. Click View Report to view the report in another tab. Click Export to create the report in an Excel, CSV or XML file. Creating the report in Excel is helpful, because you can the re-organize the rows/columns and other information as needed. You can also utilize other Excel features, such as auto-sum, to add totals and amounts together directly inside the report file. 

After clicking View Report or Export, if there is a large amount of data on it, you may notice a message that looks like this:

This popup message is completely normal, and it just means there is a large amount of data on the report. The report should arrive inside your MerusCase inbox within the next few minutes. To view the report when it's finished processing, go to the Messages icon at the top of the navigation bar > Inbox.

Note

Some reports, such as the Activity by User report, can only be viewed by users with the permission level: Administrator. Some reports related to billing, can only be viewed by users with either permission levels: Power User with Accounting, or Administrator. For more information on the permission levels used in MerusCase, visit our User Management article. 

Adding a Report to your Favorites

To add a report to your Favorites, find the report and click the star icon to the left of it.

Now, if you go to Reports > Favorites, you should see that report in the Favorites section. If you will frequently be using the same reports, you can add them to this area, so that you can easily access them.