Reporting on rates

The Rates report gives you overviews based on the rates set within your organization. Use it to check which rates apply where, and to export the results for further analysis.

To open the report, go to Reports → Rates.

Note: Because this report looks up information from multiple places, it can take a while to return results, especially with a large dataset. Results are capped at 10,000 rows, so narrow your search with the filters below where possible.

Rates report page, showing the filter fields and the search results table.

Use the following filters to refine your search:

• Currently active: shows only rates that currently apply.
• Begin date / End date: together, these define a period to check against. A rate is included if it was in effect at any point during that period, not only if it started within it. You can't adjust these dates while Currently active is enabled, because that filter uses today's date in the same way.
• Client: shows only rates data for matters involving the selected client.
• Matter: shows only rates data for the selected matter.
• Currency: shows only results in the selected currency. This filter only appears if your firm uses multiple currencies.
• Pricing scheme: shows only results for the selected pricing scheme.
• Practice group (matter): filters by the selected practice group.
• Search option: choose whether to show all rates, only matters with rate overrides, or only the overridden rates themselves.
• Timekeeper: shows only rates for the selected timekeeper.
• Function: shows only rates for the selected function.

You can also export the search results to Excel, by clicking the Export button.

Export button on the rates table.