Brightflag’s Report Builder allows you to create customized reports.
Reports can be saved, reused and scheduled making it easy to generate recurring analytics for your team.
Accessing Report Builder
Go to Menu
Select Reports
Click Report Builder
Select Create Report
You will then choose a Report Type, which determines the dataset and available reporting fields.
Available Report Types
Brightflag provides six report templates, each designed for a specific type of analysis.
Report Type | Best Used For |
Matter Spend | Analyzing spend and financial metrics at the matter level |
All Matters | High-level reporting on matters and matter metadata. To retrieve a report with all matters, select Date Type: Created Date (matter creation date) or Matter Start Date. If you select Invoice Date, your results will only include matters that have already been invoiced. |
Invoices | Invoice-level reporting and spend analytics |
Line Items | Detailed analysis of individual billing narrative lines |
Accruals | Vendor accrual submissions combined with invoice spend data |
Timekeepers | Timekeeper activity, rates, and hours worked |
Reporting Fields
Each report type includes a different set of reporting fields.
To see all available fields and definitions, see:
The glossary lists:
Available fields for each report type
Field definitions
Creating a Report
To learn how to build and customize a report, see:
This guide explains how to:
Select a report type
Add reporting fields
Apply filters
Save and reuse reports
Export report results