Report Information

Report Information

The following information is provided for each report:

Name – the name of the report consists of the profile name and the reported period.

Billing Profile – the profile which refer to the report

Period Start Date – the beginning of the reported period.

Period End Date – the end of the reported period.

Generated Date – the time when the report is generated.

Consider Repository Workspace – shows if the option was enabled in the Profile during the report generation.

Consider Cold Storage – shows if the option was enabled in the Profile during the report generation.

Report Request – shows details about the report generation request.

Client – the client name.

Report Type – the report type.

Currency – currency which is set in the billing profile.

Subtotal – the sum of all billing items.

Total Discount – the sum of all discounts.

Grand Total – the difference between subtotal and discount.

State – the state of the report.

State message – additional information referring to the report’s state.

Report Breakdown

The Report Breakdown provides information about the included Workspaces, Matters or Clients along with the currency calculation about each billing category and the final calculations.

For detailed information about the billing items of all categories, click the name of the Workspace, Matter, Client or Instance in the report breakdowns. The report information is displayed under the corresponding billing categories.

  • Breakdown By Workspaces/Matter/Client/Instance– when report with such breakdowns is generated, the following columns are available depending on the breakdown:
    • Client- the name of the corresponding Client. (available for Workspace/Matter/Client breakdown)
    • Client Number– the number of the corresponding Client (available for Workspace/Matter/Client breakdown).
    • Matter– the name of the corresponding Matter (available for Workspace/Matter breakdown).
    • Matter Number– the number of the corresponding Matter (available for Workspace/Matter breakdown).
    • Workspace Name– the name of the corresponding Workspace (available for Workspace breakdown only).
    • Workspace ID – the Artifact ID of the corresponding Workspace(available for Workspace breakdown only).
    • Workspace Status – showing the Status of the Workspace (available for Workspace breakdown only- Active, Cold Storage, etc. )
    • Storage Type – showing the Storage Type of the Workspace (available for Workspace breakdown only- Review, Repository, Cold Storage)
    • Billable – showing whether the Workspace is billable, non-billable or non-specified. That statuses are synced from the Workspaces Tab(available for Workspace breakdown only).
    • Locations – showing the Location of the workspace or the different locations in a specific Matter/Client/Instance . The locations are also synced from the Workspaces Tab.
    • Deleted On– showing the Date and Time when a workspace has been deleted (available for Workspace breakdown only).
    • Case Rollup – showing the sum amount of Case Rollup items for the corresponding workspace/matter/client/instance.
    • Case Flow – showing the sum amount of Case Flow items for the corresponding workspace/matter/client/instance.
    • Language Services– showing the sum amount of Language Services items for the corresponding workspace/matter/client/instance.
    • Analytics– showing the sum amount of Analytics items for the corresponding workspace/matter/client/instance.
    • Processing– showing the sum amount of Case Rollup items for the corresponding workspace/matter/client/instance.
    • Users – showing the sum amount of User items for the corresponding workspace/matter/client/instance.
    • Tasks – showing the sum amount of Task items for the corresponding workspace/matter/client/instance.
    • Subtotal – showing the sum amount of all items for the corresponding workspace/matter/client/instance.
    • Discount– showing the Discount for the corresponding workspace/matter/client/instance.
    • Minimal Cap – showing the Minimal Cap of the workspace when the subtotal is smaller than the cap specified.
    • Maximal Cap- showing the Maximal Cap of the workspace when the subtotal is bigger than the cap specified.
    • Total – the total currency amount of all billing items after applying any discounts and Minimal or Maximal Caps for the corresponding workspace/matter/client/instance.
    • Linked Workspaces – It is populated for the Review workspaces where linked data is present, showing the corresponding Repository workspaces and the GBs that were linked from them (available for Workspace breakdown only).

Was this article helpful?

No 0