What is included in the release?
We are pleased to release enhancements to the Spend Suite, Invoice AI Suite, and Diversity Dashboard to all our reporting customers as a part of Fall Part 2 Release. The reports will be deployed on Dec 2.
Product Enhancements
Spend Suite Template – Tableau
- Additional dimensions in the ‘Spend By’ dropdown to group Spend based on:
- Area of Law
- Matter Type
- Timekeeper
- Vendor
- Additional metric in the ‘Select Metric’ dropdown to analyze Spend by:
- Fee Arrangements
Invoice AI Suite – Tableau
- Invoice AI Savings
- Introduced a multi-select Matter Manager filter
- Added a new Matter Manager column in the Line Item Details Grid
- Invoice AI Potential Savings
- Introduced a multi-select Matter Manager filter
- Added a new Matter Manager column in the Line Item Details Grid
- Line Item Extract
- Added a Matter Manager column to the Extract
- Introduced ‘Export Grid’ functionality to download Line Item Extract
- Vendor Scorecard
- Introduced a multi-select Matter Manager filter
Diversity Dashboard – Tableau
- Introduced a multi-select Country filter on Diversity Dashboard and Diversity Grid Report
Other enhancements
- Updated the nightly refresh job to to include/exclude sysadmins from reporting security
- All standard reports show the most recent warehouse refresh time in UTC