Advanced Collections Report

Overview

For Legal Pro and Enterprise plan users, the Collections Report shows how much of each payment received is attributable to each attorney, helping firms track collections performance by user. Use this report to see how billed and collected amounts break down across your team.

Accessing the Collections Report

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

Using Filters

The Collections Report opens with these filters:

• Payment Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range. Defaults to This Month.
• Client
• Matter
• Users
• Account Manager
• Client Type
• Matter Type
• Payment Applied: controls the order in which a payment is allocated across expenses, late fees, and labor when calculating attributable amounts. Defaults to Expenses and Late Fees First.
• Payment Applied Date

Click Filters to add more: Currency Code, Matter Assigned To, and Matter Billing Method.

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 and their attributable collected amounts. 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 represents an invoice's collected amount attributable to a specific user. The below are the key columns.

• Invoice ID / Invoice Date
• Client / Client ID
• Matter / Matter ID
• Invoice Attributable Amount
• Attributable Hours
• Attributable Amount
• Attributable Labor / Expense / Late Fee

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: the report is grouped by User by default. You can uncheck it, or group by Client or Matter instead.
• 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 evaluate individual attorney or biller collections performance over a period.
• Change the Payment Applied order to see how collections attribution shifts between expenses, late fees, and labor.
• Run at year-end to support origination or collections-based compensation calculations.

Related Articles

• Advanced Reporting (overview)