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.

1. Select a date range for your report.
   
2. 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.
     
3. 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.
     
4. 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.
     
5. 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.
   
6. To export this information, click the Export to Excel button.