Generating Reports from Profile

Generate Reports from Profile

The billing reports can be generated either manually, or automatically – by setting schedules. (see Scheduler section)

Once you generate a report, using the options in the Report Console, you can download the report as a zip file, containing Excel and PDF files, send this zip file via email or generate invoices based on the report. (see Download Report Files, Send Report files, and Invoicing sections)

To generate a Report from Profile, open the Profile and click Generate Report(s) button in the Profile console. Populate the fields.

  1. Select a Report Type:
    • One aggregated report for all clients on the profile – to generate one single report for all the Clients in the Profile.
    • Separate reports for each client on the profile – to generate separate Single-client reports for every client included in the profile.

Note: “One aggregated report for the whole Relativity Instance” report type has been removed from MaxBilling version 5.0 and above.Instance Breakdown is allowed for “One aggregated report for all clients on the profile” report types.

  1. Enter the Start Date and End Date for the report.
    • Start Date – specify the start day of the reported period
    • End Date – specify the end day of the reported period
  2. Select Included Report Items – the report breakdown specifies how the report information will be aggregated – by Workspaces, Matters, Clients, or Instance. Breakdown by Instance is applicable only for Instance Type reports.
    • Breakdown by Workspaces – the report information will be displayed aggregated on a Workspace level in the Report layout
    • Breakdown by Matter – the report information will be displayed aggregated on a Matter level in the Report layout
    • Breakdown by Client – the report information will be displayed aggregated on a Client level in the Report layout
    • Breakdown by Instance – the report information will be displayed aggregated on an Instance level in the Report layout.

Note: Breakdown by Instance is applicable only for All Clients type of Profiles.

5.Select a Logo – the logo will be displayed in the PDF report file (optional)

    • 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.

6.Email Recipients – populate email recipients that will receive the report files once the report generation is completed (optional).

7. Save. A report generation request is created and will be processed by the MaxBilling Report Generator Agent.

Note: Deleted Workspaces and Users are considered during the report generation. Once the date of deletion is after the start billing period date, they will be included in the reports with the corresponding statistics information, except for Processing.

The Processing statistics is stored in the workspaces’ DB and once they are deleted, they are not available.

All generated reports are listed under the Reports tab. The view includes general information for all reports. To review detailed information for a specific report, click its name to open it.

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