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Can’t Find All Reporting Fields in One Report?

Why Some Reporting Fields Are Missing From a ReportBrightflag reports are structured around different data levels. Report Type Data Level...

Why Some Reporting Fields Are Missing From a Report

Brightflag reports are structured around different data levels.

Report Type

Data Level

Matter Spend

Matter-level spend analytics

All Matters

Matter details and metadata

Invoices

Invoice-level billing data

Line Items

Individual invoice narrative lines

Accruals

Vendor accrual submissions

Timekeepers

Timekeeper hours and rates

Because these reports analyze different datasets, not all reporting fields appear in every report type.


How to Combine Fields From Multiple Reports

If the information you need exists across different report types, you can combine reports to create a complete dataset.

Step 1 — Run Separate Reports

  1. Go to Menu → Reports → Report Builder

  2. Click Create Report

  3. Select the report type containing the fields you need

  4. Run the report

  5. Repeat this process for any additional report types required


Step 2 — Export the Reports

Download each report as an Excel file.


Step 3 — Combine the Data

Open the exported reports in Excel and combine the data using a shared identifier such as:

  • Matter ID

  • Invoice ID

  • Vendor Name

Excel tools such as XLOOKUP, VLOOKUP, Power Query, or Pivot Tables can help merge the datasets.


Check Which Fields Are Available

To see which reporting fields exist in each report type, refer to the:

The glossary lists:

  • All available reporting fields

  • Which report type they belong to

  • What each field represents

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