Report Builder fields Glossary

Brightflag's newest feature, Report Builder.

After you have built a report, it’s time to start interpreting the data. The below field glossary provides a description of each field, which will aid you in understanding your report.

 

How does each report work?

 

Report Type

Former field name

Sample Value

Definition

Invoices

purchase_order_number

1234abc

The number of the purchase order applied to an invoice or available on the matter.

Invoices

invoice

26610

The number for this invoice as entered by the invoice submitter.

Invoices

preferred_counsel

Not Preferred Counsel

An identifier for if your vendor is preferred or not

Invoices

vendor

G&D

The vendor that submitted this invoice.

Invoices

status

BatchExported

The status of the latest draft of an invoice.

Invoices

matter

Project Drab Cantaloupe

The name of the matter.

Invoices

invoice_currency

USD

The currency used in the Invoice

Invoices

matter_category

Banking

The type of legal work associated with the matter.

Invoices

customer_matter_id

BF_M#2430

A unique identifier for a matter set by the end-user.

Invoices

department

Commercial Banking

The department in your company that has interest in this matter

Invoices

invoice_group_id

26610

A unique identifier for a group of invoice drafts automatically set by Brightflag. The ID is the same as the invoice_draft_ID from the first draft of that invoice.

Invoices

days_pending

877

Days elapsed since the invoice was fully processed.

Invoices

department_head

jess.smith@client.com

The email address for the user in your company assigned as the head of the department on that matter.

Invoices

ap_route

Europe

The accounts payable route that defines the actions that can occur when and after you click approve or reject.

Invoices

entity

Client USA Ltd

The entity in your company has interest in this matter

Invoices

draft_status

Original

The status of the specific draft of an invoice.

Invoices

internal_matter_lead_name

John Smith

The full name of the person in your company assigned as the internal matter lead.

Invoices

internal_matter_lead_email

john.smith@client.com

The email address of a single internal person who is in charge of the matter

Invoices

days_taken_to_submit_revised_invoice

581

Days elapsed since first/original draft and final/most recent draft was uploaded

Invoices

custom_vendor_office_name

Dublin

A custom name for a vendor office.

Invoices

lead_outside_counsel_name

Jane Smith

The full name of vendor user assigned as the lead outside counsel.

Invoices

net_fees_exposure

1604.25

The amount for the net fees that your company is due to pay on this invoice.

Invoices

lead_outside_counsel_email

jane.smith@firm.com

The email address of the vendor user assigned as the lead outside counsel.

Invoices

tax_exposure

0

The amount for the taxes that your company is due to pay on this invoice.

Invoices

invoice_date

2020-09-22

The date the invoice was issued.

Invoices

receipt_number

1234abc

The receipt number of this invoice draft.

Invoices

invoice_received_date

2018-06-11

For LEDES invoices, it is the date that the law firm submitted the invoice. But for PDF invoices, it the date that the analyst team uploaded the invoice.

Invoices

expenses_exposure

0

The amount for the expenses that your company is due to pay on this invoice.

Invoices

approved_date

2019-12-19

The date at which an invoice was fully approved by all stages.

Invoices

rejected_date

2019-04-19

The date at which an invoice was rejected.

Invoices

status_change_timestamp

2020-01-27

The date at which the most recent invoice draft status change occurred.

Invoices

gross_total_exposure

1604.25

The amount for the invoice total that your company is due to pay on this invoice.

Invoices

invoice_net_fees

1604.25

The net fees on this invoice draft.

Invoices

tax

1200

The taxes on this invoice draft.

Invoices

discount

0

The discounts on this invoice draft.

Invoices

expenses

0

The expenses/disbursements on this invoice draft.

Invoices

fixed_fees

0

The gross total on this invoice draft if it's a fixed fee invoice.

Invoices

ledes_fee_adjustments

0

The sum of the LEDES fee adjustments present in this invoice draft.

Invoices

gross_total

1604.25

The gross total (amount to be paid) on this invoice draft.

Invoices

invoice_gross_total_in_customer_currency

1604.25

The gross total on this invoice draft as per your company's default currency.

Invoices

invoice_total_savings_identified

150.25

The sum of the savings flags present on this invoice.

Invoices

invoice_savings_achieved

0

The invoice write-downs made on an approved invoice draft.

Invoices

original_invoice_savings_requested

0

The invoice write-downs made on the first rejected draft of this invoice.

Invoices

invoice_revised_draft_savings

0

The difference between the gross total of the first draft of this invoice and this draft.

Invoices

has_flags

Flags

At least 1 flag is present on this invoice draft.

Invoices

all_approvers

john.smith@client.com; jess.smith@client.com

The email addresses of all approvers on this invoice.

Invoices

current_review_stage

1

The number of the current review stage for this invoice

Invoices

current_approvers

john.smith@client.com

The email addresses of the approvers on the current review stage.

Invoices

approver_comments

Approved based on xyz

The comments entered by the approver on the approve invoice modal.

Invoices

stateprovince

New York

The state or province in which the legal work of the matter relates to.

Invoices

vendor_ref

123456Ref

A unique identifier for a vendor set by the end-user.

Invoices

invoice_level_adjustment

0

An adjustment made at the invoice level.

Invoices

billing_period_start_date

2018-01-03

The start of the time period where the work was carried out on this invoice.

Invoices

billing_period_end_date

2018-04-27

The end of the time period where the work was carried out on this invoice.

Report Type

Former field name

Sample Value

Definition

Line item

matter

Project Drab Cantaloupe

The name of the matter.

Line item

department

Commercial Banking

The department in your company that has interest in this matter

Line item

line_id

2277477

Unique identifier for a line generated by Brightflag

Line item

line_type

Fee

States if the line is a fee or an expense.

Line item

line_description

Professional Service

The description provided by the vendor for this line item.

Line item

line_date

2020-10-08

The date that the activity described in this line item was performed.

Line item

line_quantity

7.3

Number of hours or time units for this line prior to adjustments.

Line item

line_unit_cost

180

The rate charged for this line item prior to adjustments.

Line item

line_amount

588.15

The amount charged for this line item prior to adjustments.

Line item

adjusted_line_quantity

6.3

Number of hours or time units for this line after adjustments.

Line item

adjusted_line_unit_cost

165

The rate charged for this line item after adjustments.

Line item

adjusted_line_amount

515

The amount charged for this line item after adjustments.

Line item

line_amount_reduced

0

The amount reduced on this line.

Line item

line_adjustment_comments

No Adjustment Comments, No Flags

Comments associated with adjustments made on a line item.

Line item

brightflag_timekeeper_id

39649

A unique identifier linking a timekeeper to the line item.

Line item

timekeeper_name

Not Specified

A timekeeper name linked to the line item.

Line item

role

Not Specified

The role of the timekeeper linked to the line item.

Line item

brightflag_invoice_id

247138

A unique identifier for an invoice on Brightflag.

Line item

invoice_number

VC_test_1

The vendor's invoice number.

Line item

invoice_date

2020-10-08

The date the invoice was issued.

Line item

invoice_gross_total

617.56

The gross total on the invoice.

Line item

invoice_total_expenses

0

The total expenses on the invoice.

Line item

invoice_fees

588.15

The total fees on the invoice.

Line item

invoice_discount

88.22

The total discount on the invoice.

Line item

invoice_tax

0

The total amount of taxes on the invoice.

Line item

invoice_level_adjustments

0

An adjustment made at the invoice level.

Line item

invoice_adjusted_total

617.56

The total amount for the invoice after adjustments have been made.

Line item

invoice_currency

EUR

The currency used in the invoice

Line item

brightflag_matter_id

59621

A unique identifier for a matter automatically set by Brightflag. Can't be changed.

Line item

customer_matter_id

BF_M#59621

A unique identifier for a matter set by the end-user.

Line item

vendor_ref

TF01

A unique identifier for a vendor set by the end-user.

Line item

vendor

Test Firm

A custom name for a vendor.

Line item

internal_matter_lead_email

ekta.singh@bf.com

The email address of a single internal person who is in charge of the matter

Line item

invoice_status

Approved

The status of an invoice's progress towards payment

Line item

invoice_approved_date

2020-11-01

The date at which an invoice was fully approved by all stages.

Line item

invoice_rejected_date

2020-11-01

The date at which an invoice was rejected.

Line item

billing_start_date

2020-10-08

Set by law firm/client during upload of the invoice

Line item

billing_end_date

2020-10-08

Set by law firm/client during upload of the invoice

Line item

matter_ref

Robin1

A unique identifier for this matter as entered by the end user.

Line item

task_code

 

The task details as categorised by the analyst team

Line item

preferred_counsel

Excluding Preferred Counsel

An identifier for if your vendor is preferred or not

Line item

expense_code

 

The expense code as set by the analyst team

Line item

activity_code

A1116 Fixed Fee

The activity details as categorised by the Brightflag team

Line item

custom_vendor_office_name

New York

A custom name for a vendor office.

Line item

country

Republic of Ireland

The country in which the legal work of the matter relates to.

Line item

stateprovince

New York

The state or province in which the legal work of the matter relates to.

Line item

matter_category

Litigation

The type of legal work associated with the matter.

Report Type

Former field name

Sample Value

Definition

Matter Spend / All Matters

matter

Project Red Chair

The name of this matter.

Matter Spend / All Matters

matter_ref

BF_REF_597

A unique identifier for this matter as entered by the end user.

Matter Spend / All Matters

matter_current_exposure

100

The exposure percentage assigned to this matter.

Matter Spend / All Matters

matter_group

Strategic

The matter group assigned to this matter.

Matter Spend / All Matters

preferred_counsel

Not Preferred Counsel

An identifier for if your vendor is preferred or not

Matter Spend / All Matters

matter_category

Arbitration

The type of legal work associated with the matter.

Matter Spend / All Matters

internal_matter_lead_email

John Smith

The email address of a single internal person who is in charge of the matter

Matter Spend / All Matters

internal_matter_lead_name

john.smith@client.com

The full name of vendor user assigned as the lead outside counsel.

Matter Spend / All Matters

lead_outside_counsel_email

jane.smith@firm.com

The email address of the vendor user assigned as the lead outside counsel.

Matter Spend / All Matters

customer_matter_id

BF_M#54436

A unique identifier for a matter set by the end-user.

Matter Spend / All Matters

department

Arbitration EMEA

The department in your company that has an interest in this matter

Matter Spend / All Matters

entity

Client EMEA Ltd

The entity in your company assigned to your matter

Matter Spend / All Matters

lead_outside_counsel_name

Jane Smith

The full name of vendor user assigned as the lead outside counsel.

Matter Spend / All Matters

ap_routes

EMEA -- USA -- APAC

The accounts payable routes of invoices in this matter.

Matter Spend / All Matters

vendors

G&D, P&W

The vendors currently assigned to this matter.

Matter Spend / All Matters

matter_status

Open

Whether this matter is open or closed.

Matter Spend / All Matters

matter_start_date

2020-01-01

The start date of this matter (not necessarily the date it was created in Brightflag).

Matter Spend / All Matters

close_date

2020-12-01

The date at which the matter was closed if it is currently closed.

Matter Spend / All Matters

number_of_days_since_matter_opening

390

Days elapsed since the matter was created.

Matter Spend / All Matters

first_invoice_date

2020-01-01

The invoice date of the first invoice submitted this matter.

Matter Spend / All Matters

last_invoice_date

2020-11-01

The invoice date of the most recent invoice submitted this matter.

Matter Spend / All Matters

matter_change_timestamp

2020-12-01

The date for when the matter status most recently changed.

Matter Spend / All Matters

budget_in_customer_currency

500000

The total matter budget in your company's default currency.

Matter Spend / All Matters

budget

500000

The total matter budget.

Matter Spend / All Matters

total_spend

400000

The sum of invoice spend for all time for this matter.

Matter Spend / All Matters

net_fees_total_exposure

0

The sum of invoice exposure amounts for net fees in this matter.

Matter Spend / All Matters

total_spend_in_period

300000

The sum of invoice spend for all time for this matter within the date range you have set.

Matter Spend / All Matters

average_blended_rate

500

The average blended rate of timekeepers on invoices in this matter.

Matter Spend / All Matters

average_blended_rate_in_period

480

The average blended rate of timekeepers on invoices in this matter within the date range you have set.

Matter Spend / All Matters

no_of_invoice

5

The number of invoices in this matter.

Matter Spend / All Matters

no_of_invoice_in_period

4

The number of invoices in this matter within the date range you have set.

Matter Spend / All Matters

duration_in_days

0

Difference between the maximum Billing period end date and minimum Billing period start date , for a single matter

Matter Spend / All Matters

no_of_timekeepers

8

The number of timekeepers who have billed work on invoices in this matter.

Matter Spend / All Matters

no_of_timekeepers_in_period

7

The number of timekeepers who have billed work on invoices in this matter within the date range you have set.

Matter Spend / All Matters

gross_total

500000

The sum of the invoice gross totals on this matter.

Matter Spend / All Matters

gross_total_exposure

0

The exposure amount for gross total (amount to be paid) on this invoice.

Matter Spend / All Matters

country

Ireland

The country in which the legal work of the matter relates to.

Matter Spend / All Matters

total_expenses_all_time

10000

The sum of the invoice expenses/disbursements on this matter.

Matter Spend / All Matters

total_expenses

10000

The sum of the invoice expenses/disbursements on this matter within the date range you have set.

Matter Spend / All Matters

total_expenses_exposure

0

The sum of invoice exposure amounts for net fees in this matter.

Matter Spend / All Matters

stateprovince

Dublin

The state or province in which the legal work of the matter relates to.

Matter Spend / All Matters

total_tax

9000

The sum of the invoice taxes on this matter.

Matter Spend / All Matters

total_tax_exposure

0

The sum of invoice exposure amounts for net fees in this matter.

Matter Spend / All Matters

total_discount

11000

The sum of the invoice discounts on this matter.

Report Type

Former field name

Sample Value

Definition

Timekeepers

timekeeper

Jane Smith

The full name of the timekeeper.

Timekeepers

vendor

G&D

The vendor that submitted this invoice.

Timekeepers

department

Commercial Banking

The department in your company that has interest in this matter

Timekeepers

role

Partner

The role of this timekeeper as per the invoice.

Timekeepers

hours_worked

17.5

The number of hours worked by this timekeeper at this rate.

Timekeepers

rate

680

The rate charged by this timekeeper.

Timekeepers

total_spend

400000

The sum of invoice spend for all time for this matter.

Timekeepers

brightflag_matter_id

59621

A unique identifier for a matter automatically set by Brightflag. Can't be changed.

Timekeepers

customer_matterid

BF_M#2430

A unique identifier for a matter set by the end-user.

Timekeepers

matter_open_date

2019-01-01

The date at which this matter was opened in Brightflag.

Timekeepers

matter_close_date

2020-01-01

The date at which the matter was closed if it is currently closed.

Timekeepers

no_of_timekeepers

8

The number of timekeepers who have billed work on invoices in this matter.

Timekeepers

vendor_ref

123456Ref

A unique identifier for a vendor set by the end-user.

Timekeepers

preferred_counsel

Not Preferred Counsel

An identifier for if your vendor is preferred or not

Timekeepers

country

Republic of Ireland

The country in which the legal work of the matter relates to.

Timekeepers

stateprovince

New York

The state or province in which the legal work of the matter relates to.

Timekeepers

matter_category

Banking

The type of legal work associated with the matter.

Report Type

Former field name

Sample Value

Definition

Accruals

accrual_id

Project Blue Hat

The name of the matter.

Accruals

matter_name

Project Blue Hat

The name of the matter.

Accruals

pending_spend_all_time

10000

Pending spend for the matter for all time. 

Accruals

preferred_counsel

Not Preferred Counsel

An identifier for if your vendor is preferred or not

Accruals

brightflag_matter_id

47465

A unique identifier for a matter automatically set by Brightflag. Can't be changed.

Accruals

pendingspendforalltime__unbilledtotal

15000

Sum of all pending spend plus the unbilled total.

Accruals

matter_ref

BF_REF_408

A unique identifier for this matter as entered by the end user.

Accruals

Vendor

G&D

A custom name for a vendor.

Accruals

vendor_office

 

The office of the vendor that confirmed these accruals last.

Accruals

customer_matter_id

BF_M#47465

A unique identifier for a matter set by the end-user.

Accruals

accrual_period_ending_balance

17000

unbilled_total + invoice_amt_unsent_to_ap_accrual_period_fy

Accruals

unbilled_total

5000

Sum of prior_periods_estimate and current_period_estimate.

Accruals

prior_periods_estimate

2000

The unbilled work for all months prior to the current accrual period.

Accruals

prior_periods_unbilled_source

jane.smith@firm.com

The vendor user that submitted the prior periods estimate value. If populated, an accrual amount that was entered by the firm

Accruals

current_period_estimate_oct_1_2020_oct_31_2020

3000

The unbilled work for all months prior to the current accrual period or the accrual period listed in this field's name.

Accruals

current_period_estimate_source

jane.smith@firm.com

The vendor user that submitted the current period estimate value. If populated, an accrual amount that was entered by the firm

Accruals

invoices_on_hold

0

Sum of all on-hold invoices.

Accruals

invoice_amt_unsent_to_ap_accrual_period_fy

12000

Sum of the pending and approved invoices in the current calendar year.

Accruals

invoice_amt_unsent_to_ap_prior_fys

3000

Sum of the pending and approved invoices in the prior calendar year.

Accruals

invoice_amounts_sent_to_ap_after_accrual

1000

Sum of the invoices batched since the current accrual month ended.

Accruals

remaining_accrual_balance_current_fy

0

accrual_period_ending_balance - invoice_amt_unsent_to_ap_accrual_period_fy

Accruals

last_invoice_end_date

2020-01-01

The invoice date of the most recent invoice.

Accruals

last_invoice_posted_date

2020-01-15

The submission date of the most recent invoice. 

Accruals

last_invoice_number

 

The invoice number of the most recent invoice.

Accruals

internal_matter_lead_name

John Smith

The full name of the person in your company assigned as the internal matter lead.

Accruals

internal_matter_lead_email

john.smith@client.com

The email address of a single internal person who is in charge of the matter

Accruals

lead_outside_counsel

jane.smith@firm.com

The email address of the vendor user assigned as the lead outside counsel.

Accruals

lead_outside_counsel_name

Jane Smith

The full name of the vendor user assigned as the lead outside counsel.

Accruals

vendor_id

GD01

The reference number for this vendor.

Accruals

stateprovince

New York

The state or province in which the legal work of the matter relates to.

Accruals

entity

Client USA Ltd

The entity in your company assigned to your matter

Accruals

department

Litigation USA

The department in your company that is assigned to your matter

Accruals

matter_template

Litigation

The matter template chosen.

Accruals

matter_category

Litigation

The type of legal work associated with the matter.

Accruals

matter_group

Strategy

The matter group assigned to this matter.

Accruals

law_firm_accrual_comment

More accrued than first expected

The accruals comment the vendor entered at the point of submission.

Accruals

currency

Dollar

The currency of this matter (not the currency the accruals were entered in).

Accruals

pending_spend_from_current_period

5000

Sum of all pending invoices in the current accrual month.

Accruals

rejected_spend_from_current_period

3000

Sum of all rejected invoices in the current accrual month.

 

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