TABLE OF CONTENTs
Pricing Report
The Pricing Report in Source gives you visibility into the costs and units used within your cases. It provides real-time insights, a clear pricing breakdown, and simple navigation.
What the Pricing Report Shows
Real-time reporting
Pricing and usage information updates in near real time. This allows you to track costs per case as they approach completion.
Clear pricing breakdown
Units are allocated correctly within bundles.
The report separates included units, bundle units, and overage units.
Your current bundle or pricing plan is highlighted so you can quickly see where you stand.
Contract period details are displayed to avoid confusion across years.
Easy navigation and filtering
A search function for Case ID allows quick checks on costs (especially useful for law firm disbursement workflows).
Sorting in pivot table columns lets you organise your data as expected.
Free units are hidden if your contract does not include them, reducing clutter.
Clear design and visibility
A timestamp shows when the pricing report was last synced, so you know you are looking at up-to-date information.
The redesigned grid makes it easy to see cost breakdowns across included, bundle, and overage units.
Using the Pricing Report
At the top of the report, you will see:
Total Fixed Units Contracts
Price Per Fixed Unit
Fixed Units Left
The report also displays case-level details:
Case ID
Case Name
Case Office
Case Reference
Case Status
Case Submitted On
Case Closed On
Case Components
Total Case Units
Total Case Price
Understanding Case Components
Case Components are the individual verification checks run within a case. Examples include:
Entity unwrap
Electronic verification of an individual
Screening check
Each component contributes to the unit consumption and pricing breakdown shown in the report.
