Report Types Overview: For Clients

Brightflag's report builder has an array of reports you can build and customize. Once you begin building a report, you will first select the Report Type. This guide explains the difference in the report types. 

As part of our February 2024 releases, we've added the below filers:

  • Matter Spend
    • Internal matter lead filter
    • Matter group filter
    • Last Matter Note filter 
    • Latest Matter Note Created By filter 
    • Latest Matter Note Created Date filter
  • Invoice
    • Internal matter lead filter
    • Matter group filter
    • Billing Period Start Date filter
    • Billing Period End Date filter
    • Paid Date filter 
    • Rejection Reason filter
  • Line Item
    • Internal matter lead filter
    • Billing Period Start Date filter
    • Billing Period End Date filter
  • All Matters
    • Internal matter lead filter
    • Custom matter attribute filter
    • Matter group filter
    • Last Matter Note filter 
    • Latest Matter Note Created By filter 
    • Latest Matter Note Created Date filter 
  • Timekeeper
    • Years of Experience
  • Accrual V2
    • Internal matter lead filter

Matter Spend: 

Gives an in-depth breakdown of spend and analytics at a matter level. Date filtering is based on invoice dates within that matter. If you set a date range for 2020, only matters that have to spend (invoices) in that date range will appear.

All Matters: 

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

Invoice:

Returns a breakdown of all information related to invoices. Date filtering is based on invoice date. Click the Show Flags button to see a granular breakout of savings identified.

Timekeeper:

It gives a breakdown of all timekeeper data as per the invoices they appear on, such as their rate and hours worked. Export this report to calculate a vendor's blended rate. Date filtering is based on the invoices that these timekeepers appear on. 

Accrual:

Accrual entries as entered by your vendors are merged with invoice spend information. Accruals reports are based on monthly cadences, so always set a date range by full calendar months. 

Line Item:

This report will pull up information on each narrative line item. Use this report for granular reviews of narrative descriptions and hours worked. You should set short date ranges as the dataset may be large. Date filtering is based on invoice dates. of invoices during the selected date range. 

Need more guidance?

Reach out to your company's dedicated Client Admin or Submit a Request to Brightflag Support if you require technical assistance.

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