Overview
You can view all of your client and matter rate assignments directly in ZenCase from the Reports page. This report will show all of the rate assignments with the following details:
Type: Contact or Matter
Contact or Matter Number and Name
Member
Member Type
Bill Rate
No Rate
Pre-Bill Reviewer
Start Date
End Date
Created At
Updated At
How To View Rate Assignments Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Rate Assignments.
On the Rate Assignments report page, you will see all of the client and matter rate assignment details.
You can filter by:
Type: Contact or Matter
Contact
Matter
Member
Member Type
Reviewer
Bill Rate Amount Range
No Rate
Starte Date
End Date
Created At
Updated At
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.