How to use the Allocation Report
The Allocation Report is part of Rocket Matter's Advanced Analytics Module.
The Allocations report shows the amount of client payments your attorneys bring in. This makes it easy to calculate payouts, and supports payroll structures that pay attorneys a percentage of revenues.
Allocation Report details include User, Type, Description, Payment.
2. Scroll down to "I want to see the allocation for all payments received during a time period", and select "Run Reports".
3. Review Report Results.
The Allocation Report has preset default filters applied which yield the initial results displayed. You can edit your filters to display different results.