Profile Fields

Billing Profile and Profile Fields

To start the billing process, you need to create a billing Profile. MaxBilling Profile is the placeholder of your billing rules and pricing settings. Reports are generated according to the profile information.

To create a new profile:

  1. Navigate to Profiles
  2. Click New MXB Profile. The profile layout opens.
  3. Fill in the fields.
  4. Click Save.

Profile Fields

  • Name – the name you want to give the profile.

The following symbols are not allowed in a billing profile name: “+”, “!”, “|”, “/”, “\\”, “[“, “]”, “\”, “&”, “<”, “>”, “{“, “}”, “%”, “^”, “~”, “@”.

  • Profile Type – select the type of your profile.
  • All Clients – includes all Clients within the Relativity® instance. If new clients are being added to Relativity®, they will be included in the billing profile automatically.
  • Specific Clients – includes specific Clients selected by you.
  • Instance Type – includes all Clients within the Relativity® Instance, providing the option to generate reports with an Instance breakdown.Clients – select the Relativity® clients for the billing profile. (for Specific Clients type of profile)
  • Description – additional information for this profile can be added. (optional)
  • Enabled – enable or disable the profile.

Note: Reports are NOT generated by MaxBilling Schedule for disabled profiles.

  • Currency – select the currency which will be applied to the reports.
  • Storage Type Configurations
  • Select Repository to enable the formula which will be applied to adjust the billable file size of the Repository workspaces in the reports. The formula is defined in MaxBilling Settings – Storage Type Configurations.
  • Select Cold Storage to enable the ratio which will be applied to adjust the billable file size of the Cold Storage workspaces in the reports. The formula is defined in MaxBilling Settings – Storage Type Configurations.
  • Report Last Generated Date – date and time a report for this profile was last generated. (read-only)

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