Datasets for Enhanced Reporting

Data for invoice line items in your environment ranging from general attributes for associated matters to spend-related totals. Useful for reporting on line item level to determine if billed rates are consistent with billed amounts for various task, activity, and expense codes.

Data for invoice-level allocations in your environment ranging from general attributes for associated matters to spend-related totals. Useful for reporting on amounts allocated against accounting code sets to determine how respective allocation amounts are being tracked and utilized. 

This is the underlying dataset used for spend-based reports built using the Adhoc Reports Builder and the baseline dataset used in out-of-the-box spend reports provided for Enhanced Reporting (e.g., Spend Grids, Billed Matters, etc.).

Data for matters in your environment ranging from Legal Entities and Vendors to important activity/billing dates. Useful for reporting back on matter attributes, both general and custom, to further break down or compare the distribution of legal entities, matter leads, and vendors across matters. 

Data for vendor records in your environment, such as recent billing activity and associated Vendor Groups (if applicable). Useful for highlighting or comparing matter volume across vendors or determining distribution of matters across vendors based on location, Vendor Groups, or other attributes.

Data for timekeepers who bill for work on matters in your environment, including rates and spend totals. Useful for showcasing rates over time for comparison and providing better visibility into approvals vs. rejections for submission. 

Data recorded for legal requests submitted by users in your environment, including important datapoints for requests converted into matters. Useful for quantifying the amount of work requests coming into the legal department and determining the overall volume of requests that turn into matters. This helps law departments identify ways to improve self-service and capacity planning based on trends in requests.

Data recorded for accruals in your environment ranging from linked Legal Entities and Vendors to billed amounts and activity dates. Useful for determining how much has been accrued across matters and how much has been billed and adjusted. This can be used report on accrual amounts at the matter and vendor levels and to break out amounts by cost codes. 

Data for approved budgets in your environment, including information related to budget health. Useful for providing better visibility on amounts/performance for both internal and external (if applicable) budgets at the matter or firm level. 

Data recorded for AI rules in your environment, including rule performance and vendor insights. Only applies if SimpleReview is enabled for AI-driven invoice review. Useful for seeing potential savings attached to flagged line items and which rules provide the largest and smallest amounts of potential savings.