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Reports | Report Types

Financial Reports

Financial reports are only available to users that have been assigned the Project Admin or Advanced User roles.

Name Description Availability1
 Aging Detail Information about unpaid invoices including service period, due date, age, and balance due. 01/2020 - Present
03/2017 - 12/2019 (Limited)
Payment Detail Information about payments received including date, type, invoice, and amounts paid and due. 01/2020 - Present
Invoicing Detail Information about services billed on invoices including date, service period, service type, units, unit price, and invoiced amount. 01/2020 - Present
01/2017 - 12/2019 (Limited)
Invoicing Summary Information about invoices issued, including net terms, date, service period, and amounts invoiced. 01/2020 - Present
01/2017 - 12/2019 (Limited)

 

Hosting Reports

Name Description Availability1
User Last Access - Review Platform Information about users with access to review workspaces, including when they last accessed the workspace. 05/2021 - Present
08/2010 - 04/2021 (Limited - Relativity)

 

Portal Reports

Name Description Availability1
User Last Access - Client Portal  Information on users with access to Client Portal, including when they last accessed the portal. 07/2021 - Present
05/2023 - Present (EMEA Region)

 

Processing Reports

Name Description Availability1
Processing Summary Information about each data set processed, including date processed, custodian, file sizes, and document counts. 01/2020 - Present
10/2013 - 12/2019 (Limited - Relativity)
08/2007 - 12/2019 (Limited - EDR)
Physical Media Tracker Information about physical media received by KLDiscovery, including date received, type, serial number, and current status. TBD

1 The period for which report data is consistently available for all projects. Limited availability indicates that report data may be available and included in reporting, but that some data may not be available due to systems migrations, upgrades, and other events.