Rocket Matter Knowledge Base ReportsHow to use the 'I want to see the firm's collection realization rate' Report.

How to use the 'I want to see the firm's collection realization rate' Report.

This report will provide the percentage of revenue collected as compared to what was invoiced (realization rate).

NOTE: Adjustments are NOT included in the report factors.

1. Select 'Reports' from the left-hand navigation panel.

2. Scroll to 'I want to see the firm's collection realization rate' report and click 'Run Report'.

3. Set the date range desired and click 'Get Answer' to see results.

This report uses the actual payment date to generate filtered results.

Results will populate below.

You will receive an average realization rate for the selected time period at the bottom of the screen.

You can export the report into .CSV format by selecting the 'Export' button.