All standard reports now use the data sources with Tableau's Multiple Table Extract (MTE) feature.
What's New: End User (Viewer)
DW Refresh Date -All the Standard reports now show the DW Refresh date on the top right corner of the dashboard.
i18n Support for all standard reports - All the standard reports can now be localized to support users in different locales. This includes multiple language support, as well as formatting of numbers and dates based on locale.
Savings Suite
Savings Dashboard -A high-level cumulative dashboard that captures an overview of the savings realized from vendor-provided discounts, reviewer and system adjustments, and rack rate savings.
Savings by Reviewer - Reviewer adjustments represent hard savings. This report offers transparency into the actions taken by invoice reviewers and identifies both high performers and coaching opportunities.
Savings by Vendor - Combining discounts and adjustments, this report provides total realized savings and the percentage saved for each vendor. It allows you to compare and discover your high- and low-performing vendors.
Savings by Timekeeper - The addition of timekeepers adds a more granular level to a savings analysis. Grouped by Vendor and TK Class, this report enables comparison of adjustments against individual timekeeper billings.
Rack Rate Savings -This report calculates the legal expense difference between work done at the standard or rack rate and work done at the rate negotiated, demonstrating the impact of rate negotiations on legal spending.
ELM Ops Suite
Matter Inventory - High-level inventory reporting across all matters can help identify "hot" areas of matter growth and vendor use, which may indicate business issues and where legal spending growth may be expected to follow.
Inventory Trend - Similar to the Matter Inventory report in terms of elements, this report visually adds the dimension of time, allowing the customer to see how their inventory of matters has changed over time.
Aging Open Matters - Designed to help the Legal Ops team solve the "classic" ELM problem of matters not being closed promptly. Languishing open matters skew inventory and workload reporting.
Matter Manager Workload - Provides Legal Ops with transparency into the workload of each matter manager and identifies who may be handling too few or too many matters.
Pending Invoice Aging - This report identifies where invoices sit in the review and approval process and how long they have been under review. It is especially helpful to customers who have SLAs with their vendors on invoice payments, who are using a bill review team (or Sterling, for instance), or who have early pay discounts in place.
ELM Timekeeper Rate Report
ELM Timekeeper Rate Report - The Timekeeper Rate Report analyzes the hours, fees, and rates charged. Monitoring the rates provides a critical comparison to the initially set rates.
ELM Standard Reports
DW Refresh Date - All ELM Standard Reports headers now show the actual date when data was refreshed in the data warehouse. In previous versions, the date in the report header was based on the maximum of the “updated at” date in the Matters App.
Line Item Inactive Filter - The new MTE-based standard data sources have an additional “Line Item Inactive” filter. The data source does not include line items marked as inactive (Line Item Inactive value of 1) in Billing Point.
i18n Support - All the standard reports can now be localized to support users in different locales. This includes multiple language support and formatting of numbers and dates based on locale.
Year over Year (YoY) / Year To Date (YTD) - This feature allows users to see the YoY/YTD percentage increase or decrease of the stats with the help of a filter. The user can select the YoY/YTD option along with the date range and thus see the change in the stats.
Task Code filters - Added new standard filters - Task code for report 13. Task Code and report 25. SC Grid - Task Code reports
Data Source Extract Refresh linked to DW refresh - The Tableau data source extract refresh is automatically triggered at the end of the DW nightly refresh. This ensures that the Tableau data source extracts have the latest updated data.
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