Downloading Report Files

Download Report Files

To download the report files:

  1. Click Download Report Files 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 – the file includes report information on a single client basis.
  • Report Summary (Workspace Breakdown).xlsx – the file contains summarized report information on a workspace basis.
    • Report Information tab – this tab contains the report general information.
    • Breakdown by Workspaces tab – this tab shows the totals based on billing categories for each workspace.
  • Detailed Report Summary (Client Breakdown).xlsx – the file includes a separate tab for each Client in the report.
  • ExportData.xlsx – shows the report information on a billing item level summarized on a Workspace basis.
  • ExportData-Matters.xlsx – shows the report information on a billing item level summarized on a Matter basis.
  • ExportData-Clients.xlsx – shows the report information on a billing item level summarized on a Client basis.

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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