MerusCase users who have previously used other case management systems (we call them "legacy systems" here) are often used to entering and retrieving case information in a certain way. These legacy systems usually have a per-case overview like MerusCase, but accessing information across multiple cases often requires one-off queries and reports, such as an "contacts by type" report or an "open cases by attorney" report. Since these text file and spreadsheet reports are generated once, even a single change in case information means the report is out-of-date and has to be run again.

We have reports in MerusCase for very specific queries, but most information can be filtered and sorted within the existing sortable table format used throughout MerusCase. Individual columns can be sorted alphabetically, highest to lowest, and oldest to newest by clicking on them. Additionally, search filters may be used to narrow down the items shown in a table, and multiple search filters can be applied at once to show data that meets a few specific criteria. Commonly-used filters can even be set to apply automatically.

Browse cases, with filters applied to show only open Workers' Compensation cases assigned to a particular attorney.

As an added bonus, this filtered and sorted information can be shown in a printer-friendly and copy-paste-friendly table format by hovering over the Printer icon in the upper-right and selecting the Print Table option. Copy-pasting from this Print Table view in to a spreadsheet program like Microsoft Excel preserves the rows/columns. Many mailing labels will print based off of Excel spreadsheet input, making this especially useful for Contacts or Companies.

Print Table view of the filtered results, highlighted so it can by copy-pasted to another application.

 A user at one of our firms called in recently, saying their office was moving to a bigger location and they were interested in a report for addresses of a few types of contacts and companies (Applicants, Defense Attorneys, etc.) for mailing change-of-address letters. We pointed this user instead to Browse Contacts, which includes an address column. With some basic filtering by type, and sorting to show contacts with addresses at the top, they were able to get the information they needed and get hundreds of envelopes printing with a few minutes of work.