Tools

Create usage reports

The Create Report page appears by default when you sign in to the Reporting System. If it doesn't, select
Create Report
 from the main menu dropdown and then select
Go
.
Do the following to create a report:
  1. Select the account or group you want to create a report for.
  2. Choose
    display
    ,
    download
    ,
    email
    , or
    autoupdate
     from the Delivery Method dropdown.
  3. Select the service you want to include in your report.
  4. Set the report date range or month.
  5. Select the report format you want.
  6. Choose to include and/or exclude charges and how to display them in the report.
  7. Set the following options by marking the checkbox next to them:
    • Applied Customized Client Pricing – apply customized client pricing to your client/user charges.
    • Calculate Tax – calculate tax for your charges.
    • Target Options – narrow your report results to specific clients, matters, or users.
    • Include sessions marked as non-chargeable – choose whether to include non-chargeable usage data.
    • Include topical Texts and Annotations usage – choose whether to include this content in your report.
  8. Select
    Submit
    .

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