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)
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.
7. Save. A report generation request is created and will be processed by an 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 the detailed information for a specific report, click its name to open it.