Advanced Discount Report

Overview

For Legal Pro and Enterprise plan users, the Discount Report shows a detailed breakdown of discounts and balance adjustments applied to invoices, as well as amounts written up or down. Use it to track how much revenue is being discounted or adjusted, and which clients or matters those adjustments are tied to.

Accessing the Discount Report

1. Go to the Reports tab.
2. Select the Advanced tab.
3. Scroll or search for “Discount Report.” If searched, look for the result with the Advanced badge next to it.
4. Click Open.

Using Filters

The Discount Report opens with these filters:

• Invoice Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range. Defaults to This Month.
• Client
• Matter
• Account Manager
• Client Type
• Matter Type
• Invoice Status
• Matter Assigned To

Click Filters to add more: Matter Status, Currency Code, and Client Status.

If your firm is on the Enterprise plan, any custom fields you've configured are also available here as additional filters. Custom field availability is contextual to the report; only fields for the record types actually included in this report will appear. For example, invoice custom fields won't show up as filters on a report that doesn't include invoice data.

Once you land on a combination you'll use again, click Save Filters to to mark it as a favorite, making it accessible from the Favorites report category.

Running the Report

Set your filters and click Run Report. The grid below updates with matching invoices. If it comes back empty, check your date range first, that's the most common reason a report shows nothing.

Understanding the Report Grid

Each row is a single invoice. The default columns are:

• Invoice Number / Invoice Date
• Client / Client ID
• Matter / Matter ID
• Invoice Status
• Currency Code
• Original Invoice Total
• Labor Total / Expense Total
• Total Labor Discount / Total Expense Discount
• Total Discount
• Late Fee
• Balance Adjustments
• Payments Received
• Invoice Balance Due

Customizing the Report Grid

• Columns: click Columns to show or hide any of the fields above, plus other available columns beyond the defaults listed here.
  • Enterprise plan firms will also see the same custom fields available here as additional columns, following the same contextual rule as the filters above.
• Reordering and resizing: drag column headers to rearrange them, or drag column borders to resize.
• Sorting: click a column header to sort by that field; click it again to reverse the order.
• Group By: click Group By and choose one or more fields — Client, Client ID, Client Type, Client Status, User, Account Manager, Matter, Matter ID, Matter Type, Matter Status, and Matter Assigned To. Each grouping level adds a subtotal row, and Collapse folds every group down to just its subtotal.
• Page size: the items-per-page menu at the bottom controls how many rows show at once (100 by default, up to 1000), with page controls next to it for the rest.

Exporting the Report

Click Export and choose Export to Excel to download the current view.

Tips & Common Use Cases

• Use this report to see how much revenue is being discounted each month, and whether that's concentrated with a few clients.
• Group by Client or Account Manager to see who is granting the most discounts.
• Widen the date range to This Year or a Custom Range if a recent discount doesn't appear — the default view only covers the current month.
• Cross-check with the Invoice Write Up/Write Down report when you need to see manual total adjustments as well as percentage discounts.

Related Articles

• Advanced Reporting (overview)