Navigate to your Reports tab > Spend By Month Report
STEPS:
With Brightflag, you can easily visualize and export your legal spend data across various variables.
The Spend by Month Report is an out-of-box report that will provide you with a depiction of your legal spend across time.
- Select a date range for your report.
- Select the date type that the date range filter will use. Choose whether to view spend based on the date types Worked, Invoiced, or Received.
- Spend Worked relates to the dates the lawyers did the work they charged for. It is based on the invoice's earliest and latest line item dates.
- Spend Invoiced relates to the date that the invoice was created/issued.
- Spend Received relates to the date the invoice was submitted to Brightflag.
- Select a category that you would like to filter the report by. You can choose between Practice Area (Department), Matter, Entity, and Law Firm (Vendor).
- Choose the values you would like included in this category filter. If you want all spend included, select all values in that category.
- Choose the values you would like included in this category filter. If you want all spend included, select all values in that category.
- Select a currency for your report to be generated in.
- You can choose between Euro, Dollar, Pound Sterling, or any other currency using the Other Currency button.
- If your chosen currency differs from the original invoice currency, the spend will be converted using the Fx rate present at noon on the invoice's date.
- When you have selected your data, you will see the spend visualized in the chart area. The table below will populate with the spend data and totals.
- To export this information, click the Export to Excel button.
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