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
- Go to Menu → Reports → Report Builder
- Click Create Report
- Select the report type containing the fields you need
- Run the report
- 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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