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.
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.