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How to Run Reports in Accounting
How to Run Reports in Accounting
Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

MyCase Accounting offers reports specific to your firm's General Ledger, Balance Sheet, Cash Flow, and Profit & Loss. All reports are exportable to CSV or PDF files.

To navigate to your accounting reports, select the Reports tab > Accounting Reports from the drop-down menu, or select the Reports tab itself and look to the left hand column of the resulting page to locate the Accounting Reports section. You will be presented with four different Accounting Reports:

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When you enter each report, you'll be presented with the option to further filter your report and then run it. For more information on each specific report, please click the report's name above to navigate to that report's specific overview.

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