How to Generate and Customize Financial Reports

Updated April 27, 2026

Learn how to access, download, and modify your financial management reports within the platform. This guide walks you through the steps to export balance sheets as PDF, CSV, or Excel files and shows you how to edit report columns for better data analysis.


1. Step 1: Initiate New Financial Report Screen

  1. Log In

    • Access LawAccounting/CaseQube using your secured credentials.

  2. Navigate to Journal Entries

    • Click the App Launcher (nine-dot icon).

    • Type Financial Reports New in the search bar.

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2. Step 2: Understanding the Financial Reporter Screem

The Financial Reporter screen in Caseqube is where you can find and run all your reports in one place.

Here, you’ll see different types of reports organized into categories like Management, Banking, Client Ledger, Receivables, Payables, Productivity, Tax & Compliance, and Cross-Functional. This makes it easy to quickly find the report you need.

You can also customize reports to match what you’re looking for, and save them as you go so you can come back to them later without starting over.

At the top of the screen, there’s a bar that shows how many reports are available in each category. This gives you a quick snapshot and helps you navigate more easily.

Tip: If you’re not sure where to start, use the categories at the top to guide you—they’re designed to help you find reports faster.

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3. ## Step 3: Running a Report

  1. Select a Report
    Click on the report you want to run (for example, Balance Sheet).

  2. Use the Report Options
    After opening the report, you can:

    • Save the report for future access
    • Shrink or expand the report view to adjust the display
    • Download as PDF for sharing or printing
    • Download as CSV or Excel for data analysis or editing

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4. ## Step 4: Customize Reports

  1. Open Report Customization
    Click the pencil (edit) icon to edit or customize the report.

  2. Adjust Report Details
    Use the report edit screen to select the specific details and data you want to include in the report.

  3. Apply Filters

    • Toggle over to the Filters section
    • Add and adjust any filters needed to refine the report results

  4. Run the Customized Report
    Once all settings and filters are applied, run the report to view the updated

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