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Help With Reporting

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Collaborati 3.2 includes a beta version of reporting for vendor administrators. Please click the blue link at the top of the page to directly deliver feedback on this feature to the Collaborati team.

The current proof-of-concept includes reporting on Invoice Amounts from within a given range of dates. This can be configured further for only specific clients or matters. The report only shows the invoices listed under the "Track Invoices" section.

 Note: As of Collaborati 3.2.0, this feature only displays in USD.

  1. After applying your filters, click Generate to create your report.
  2. The report will generate at the bottom of the page.
  3. Export and adjust the report with the following icons:

Show/Hide Columns

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Export as an Excel file

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Export as a PDF

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Print

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