Downloading Report Files

Download Report Files

To download the report files, open a Report and click Download Report Files button in the report console.

A zip file containing Excel and PDF files containing the corresponding billing information is downloaded.

Note: PDF report file is available for Single Client and Instance type of reports only.

  • Report Summary (Client Breakdown).pdf – PDF report file is generated when ‘Separate reports for each client on the profile’ or ‘One aggregated report for the whole Relativity instance’ are generated.
  • Report Summary (Workspace Breakdown).xlsx – the file contains summarized report information on a Workspace basis.
    • Report Information – displays the report general information
    • Breakdown by Workspaces – displays the currency amounts for each billing category along with additional information regarding the corresponding Matters, Clients and the storage type of the workspaces.
  • Detailed Report Summary (Client Breakdown).xlsx – the file displays the report information for each Client in a separate Excel tab
  • ExportData.xlsx – the file displays detailed report information on a billing item level grouped by Workspaces
  • ExportData-Matters.xlsx – the file displays detailed report information on a billing item level grouped by Matters
  • ExportData-Clients.xlsx – the file displays detailed report information on a billing item level grouped by Clients

Note: ” ‘ ” symbol is added automatically in the beginning of each cell, containing text, in all the excel report files, to prevent from potential formula injection

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