In this article, we will take a look at how to locate and use the Invoice Details Report in Unity® Entity Management.
This article will cover filters, columns, and how to copy the report to create and customize your own version.
This report gives you clear visibility into which entities are included on your invoice and provides a reliable, repeatable way to compare invoice details to the entities in the platform using the same source of data every time.
When you log in to Unity® Entity Management, you’ll land on the main Dashboard. From here, navigate to Reports on the left-hand side.
Within this section, you’ll find a pre-built report called Invoice Details. This report comes ready to use, with filters and columns already configured to surface invoice-relevant information.
In the middle of the page, you’ll see two filter sets, which can be expanded or collapsed as needed using the arrow located to the right of the filters.
The first filter set contains File Status. This filter pulls entities with a status of Confirmed or Pending, ensuring that only active entities appear in the report results.
The next filter set contains Fiscal Year End and Creation Date.
Fiscal Year End lets you filter entities by fiscal year-end month. For example, selecting January in both the From and To fields will return entities with a January fiscal year-end date. You can also select a broader range, such as January through December if needed.
Entity Creation Date lets you include newly created, active entities by selecting a specific date range, such as January 1 through the end of the month. If you’re not expecting any new entities for the period, this filter can remain turned off. Filters can be turned on or off using the checkbox to the right of each one.
Once your filters are set, to run the report, simply click the Apply Filter button, and the results will appear below.
The Results table includes pre-set columns that provide a clear, at-a-glance view of the entities, including: Entity Name, File Number, Matter Number, Fiscal Year End, Creation Date, Home Region, and Responsible Lawyer.
In the top-right corner, under Actions, you have the flexibility to export the report as either an XLSX or CSV file.
You can also schedule the report to deliver on a future date and share it with internal users or external recipients via email.
You may move the report into an existing report folder. New folders can be created using the + New button.
You can also copy the report to customize your own version.
The Invoice Details Report is locked by the creator, meaning filters and columns cannot be added, removed, or edited. However, filter values can still be adjusted, and filters can be turned on or off as needed.
By selecting Copy Report under Actions, you create your own version and become the owner which allows you to rename the report, add or remove filters, and customize the columns.
To add filters, click +Add filter, select the filter, select the modifier, and select the value. To copy filters, click the copy button to the right of the filter. To remove filters, click the remove button to the right of the filter.
To customize columns, click Edit Columns. You can select or deselect columns and drag and drop to reorder them. Once you’re ready, click Apply.
As mentioned earlier, reports can be locked or left unlocked by the owner and when a report is locked, other users may update filter values, turn filters on or off, run it, export it, schedule it, or copy it as needed.
Be sure to Save your report by clicking the Save button in the top-right of the page.
Please see video below for demonstration: