Use My Cases report to view the current state of your cases, including status and budget.
The report delivers a summary line for each of your cases that was open at any time during the date range, including key dates, last activity, duration, outcome, and billing by charge type.
Parameters:
Start and End Date parameters (required) are applied to filter cases to those which are open at any time within the date range. The report runs automatically with a default date range of the most recent two weeks.
Accounts parameter (optional) allows you to narrow the results to a specific account or group of accounts. If left showing None Selected, then all active and inactive accounts (including any internal, administrative accounts) will be included in the results.
^Let me pick inactive accounts^ checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection), and Select all from the Accounts parameter.
Service parameter (optional) allows you to narrow the results to a particular service or services. If left showing None Selected, then all services will be included.
Case Status parameter (required) filters results to only Open, Billing Closed (Recommended Outcome has been entered), or Closed (Actual Outcome entered) cases, or All. The default value is All.
Case Type parameter (optional) allows you to limit results to only Claim or Non-Claim cases if necessary. If nothing is selected, both case types will be included.
Notes:
My Cases report is designed for export to Excel for further filtering and analysis.
Fee Cap represents adjusted current fee cap for the case.
Fee Cap % Left reflects Prof. Hrs. charges only.
Bill Close Date is the Recommended Outcome Date. Closed Date is the Actual Outcome Date.
Last Activity is the date the most recent case note for that case was completed.
Outcome Code may be Actual or Recommended (signified by an R following the code).