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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