Under the main menu 'Reports', the submenu ' Rates' exists.
This function makes it possible to obtain reports and overviews based on the rates that have been set within your organization. Because the report looks up relevant information from different places, it may take some time before the results are displayed. The larger the data to be accessed, the longer it will take. Therefore, sometimes it is wiser to perform the search using the filter options that can be entered.
This overview includes several search filters that allow you to refine your search. Below is an overview and a brief explanation of the options.
Currently active: Rates that are currently applicable.
Begin date: The first start date of a rate (Not adjustable when currently active is enabled).
End date: The last start date of a rate (Not adjustable when currently active is enabled).
Client: Display only the rates data on matters where selected client is involved.
Matter: Show only the rates data where selected matter is involved.
Currency: Show only results with the set currency.
Pricing Scheme: Show only results with selected rate schedule.
Practice group (matter): If set up, can be filtered by set practice group.
You also have the option to export the search results to Excel.