Reports

Merus has a list of frequently used reports built into the system that users can access. To access reports navigate to Tools & Settings > Reports. From Firm Settings, Reports is available under Account on the left-panel.

Note

Reports in MerusCase are seldomly added as the filtering tools throughout the application provide users the ability to run customized reports as needed in real time. However, if you need a custom report, feel free to let us know by contacting MerusCase Support.

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. Click Run Report when all information has been entered.

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