Report Types Overview Report Types Overview

Report Types Overview

Brightflag’s Report Builder allows you to create and customize reports based on various data points. Before building a report, you must select a Report Type. This guide explains the different report types. 


📌 Report Types & Their Uses

📊 Matter Spend Report

  • Provides a detailed breakdown of spend and analytics at a matter level.
  • Date filtering is based on invoice dates within the matter.
  • Example: If you set a date range for 2020, only matters with invoices in that period will appear.

📋 All Matters Report

  • Provides high-level spending and analytics at a matter level.
  • Date filtering is based on matter creation dates.
  • Example: If you set a date range for 2020, only matters created in that timeframe will appear.

📄 Invoice Report

  • Breakdown of all invoice-related data.
  • Date filtering is based on the invoice date.
  • Click "Show Flags" to view savings identified in invoices.

⏳ Timekeeper Report

  • Provides details on timekeeper data, including:
    • Hourly rates
    • Hours worked
  • Use this report to calculate a vendor’s blended rate.
  • Date filtering is based on the invoice date.

📌 Important Notes:

  • The Timekeeper Report includes all invoice statuses except rejected by default.
  • To report only on approved spend, use the filter:
    • Spend Group: Select "Approved Spend Only".

📅 Accrual Report

  • Merges vendor accrual entries with invoice spend information.
  • Accrual reports are based on full calendar months.
  • Always set a date range using complete months for accuracy.

📑 Line Item Report

  • Breaks down each narrative line item from invoices.
  • Used for granular reviews of:
    • Narrative descriptions
    • Hours worked
  • Date filtering is based on invoice dates.

📌 Important Notes:

  • Line Item Reports return narrative lines from the latest invoice draft only.
  • This prevents duplicate data from rejected and resubmitted invoices.
  • Due to the large dataset, use shorter date ranges when running this report.

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