Use the Reports section to view and create Reports and Surveys.
Reports
Use the Filter section to filter by Report Type, Interval, Matters, Law Firms, and/or Lawyers.
You can also use check boxes to specify Show reports based on subscriptions or to Include all subordinated matters when searching by Matter.
Click Filter to filter the results or Clear to clear the results.
(Note that you can also click the Create new report button to create an entirely new report; learn more about that process in the Create Report section)
Below the Filter are the lists of Created Reports and Subscriptions.
Under Created Reports, you'll see:
- An icon detailing the report Status
- The report Created at time
- The Report type
- A Description (if provided)
- Who the report was Created by
- The report Start date and End date
- A list of Options
The Options menu allows you to:
- View more Information about the report. This will bring up the Matter Report screen. Here, you can see the Created at date, Interval, Recipients, and Active matters.
- Edit the report
- Create the report again
- Download the report; this will download the report in Excel format to your desktop.
- Send a link to the report; if you select this link, a screen will appear in which you can choose the recipients.
- Lock or Unlock the report
- Delete the report; if you choose this option, you'll get this Warning on the screen. Click Yes, Delete to delete or No, do not delete to back out.
Note that several of these options will appear / disappear as dictated by the different types and statuses of the reports.
Create Report
Use the Create New Report section to create customized reports for examining and detailing different elements of the eBilling.Space platform. Choose the Report type from the drop-down menu. In the upper-right-hand corner, you can use a Filter to narrow down the result list, Save the filter (by clicking on the Star icon), and access saved filters by clicking on the List icon.
These filters are saved individually per page; you can create independent filters for each entity type.
NOTE: There are several different types of custom Reports available, per client needs / requests; for this example, we'll focus on taking you through the report Wizard (which encompasses most of the reports you'll likely have to create)
Using the Create Report Wizard
After selecting Wizard from the Report type drop-down menu, you'll have to first fill in the Wizard Description.
Then, you can use the Report Wizard Filter section to filter by:
- Law Firms
- Lawyers
- Matters (use the check box to Include all subordinated matters)
- Status (select / click-select Submitted, Reviewed, Released, Approved, Rejected, Cancelled, and/or Paid)
- Invoice type (select / click-select Invoices, credit notes, and/or reimbursement notes)
- Show (select active, archived, or all matters from the drop-down menu)
- Matter type (select from the drop-down menu)
- Jurisdiction (select from the drop-down menu)
- Subsidiaries (select from the drop-down menu)
- Matter staff
- Department (select / click-select from the available options)
- Cost Center
- Date of matter creation (select from the drop-down menu)
- Date of times recording (select from the drop-down menu)
- Date of expense entry (select from the drop-down menu)
- Invoice date (select from the drop-down menu)
- Submission Date (select from the drop-down menu)
- Amounts currency (select from the drop-down menu; use the check boxes to select the Exchange rate and/or Conversion date)
Use the Wizard Fields to select the exact fields you'd like in the report. These fields are organized in six different sections: Law Firms, Lawyer, Matter, Fees, Expenses, and Invoices.
You can also use the Select / Deselect All options at the bottom of the screen to add / remove all the options in a specific section.
As soon as you select a field, you'll see it reflected in the Wizard Columns section underneath the Wizard Fields.
There, you can organize the Columns to your liking or use the Delete (trash can) icon to delete a field.
Note that the invoice or matter attributes will be repeated for each line item row.
Finally, you can use the Subscription section to mark if you want to Subscribe to this report (get an email with any updates).
If you check the box, you'll be able to specify the:
- Start date (or use the check box to Start now)
- End date (or use the check box to mark No end date)
- Interval (use the drop-down menu to select 1 day, 1 week, 2 weeks, 1 month, 3 months, or 1 year)
- Staff and Group (click / click-select from the available options)
Click Generate Report to create the report.
You'll be taken to the Reports Overview section, where you can access and edit the report.
Finally, you can manage your Subscriptions on the Reports Overview page. The Subscriptions section will show:
- The Created at time
- The Report type
- Any Description
- The Created by name
- The Interval
- The Next run
- An Options menu
Click the Expand arrow on the left-hand side of the section to display expanded information.
Under the Options menu, you can:
- Get more Information about the subscription. If you click this button, this screen will appear displaying information about the subscription.
- Edit the subscription. If you select this, you'll be taken back to the Report Configuration screen.
- Create the subscription again.
- Lock/unlock the subscription.
- Delete the subscription.
Surveys
Use the Filter section to filter by Keyword, Audience (drop-down menu), Date From/To, Status (drop-down menu), Law firms, Lawyers, and Internal.
Click Filter to filter the results or Clear to clear the results.
(Note that you can also click the Create Survey button to create an entirely new survey; learn more about that process in the Create Survey section)
Below the Filter are the lists of Created Surveys.
Under Created Surveys, you'll see:
- The survey Title
- The survey Description (if provided)
- The Date to
- The Participation number (broken down by Law Firm and Internal
- A list of Options (Edit, Survey Results, and Delete)
Clicking on Survey Results (if there are any) will bring up a breakdown of the results; click on Export Results to export the results in Excel form.
Create Survey
To Create a Survey, you'll have to:
- Fill out the Title (required)
- Fill out the Date from and date to (the dates when the survey should be open; this is required)
- Fill out a Description
- Fill out the Introduction text (the text recipients will see when they open the survey; this is required)
- Choose the recipients from the Staff and Law Firm drop-down menus. Use the Single Arrow to put in / remove a single category or the Double Arrow to put in / remove an entire list
- From the check boxes:
- Select if One reply per law firm is required. If this is selected, only a single participant from any given law firm is needed to answer the survey.
- Select if you want to Inform participants by email. The call-to-action will always show up on a participant's dashboard until an answer is supplied.
- Select if you want to remind participants of their survey with an Email Reminder. If this is selected, you can choose a specific date to send the reminder.
- Select if you want to Force completion of the survey. This option will display the survey to all participants, once the defined date has been reached, every time they log in to the application until they complete the survey. Once. they complete the survey, it will not show up automatically again. If the answer of One reply per law firm is enabled, the survey will only be displayed until one user of a given law firm has completed the survey.
- Choose the Form Elements you want (Section Break, Line Break, Number, Date, Checkbox, Radio buttons, Multiselect Dropdown, Dropdown, Text Area, and Text) for the survey. Click-and-drag the form elements to the area on the left to organize your survey. You can adjust as necessary once all sections are in the area.
Click Create Survey to create the survey.
