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Billed Fee Allocation Report

The Billed Fee Allocation report details billed fees by invoice, matter and party as well as calculates allocation based on assigned allocation percentage.

To access this report, go to Reports > Financial Productivity > Billed Fee Allocation

Report Filters

  • Matter Owner: You can choose to run a report on a single Matter Owner or all Matter Owners in your firm.
  • Invoice Date Range: Based on the date the invoice was generated. You can customize the date range to be covered in the report.


Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report

Updated on November 12, 2021

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