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How to download Bulk Task History and Billing Report PDFs from Claira.

Exports

Claira produces three downloadable PDFs you can share with your team or with clients. Each one is generated on demand from the data already in the case — there is no separate setup.

What you can download

Bulk Task History Report

A complete record of every bulk task run on the case, with one self-contained card per task showing:

  • Task number, name, and media type (text, image, audio, or video).
  • Status, success rate, and the count of succeeded / failed / skipped documents.
  • The full prompt text that was sent to the model.
  • The customer-facing model name (e.g. "Claira Default (CA)") and run configuration.
  • Tokens used.

Download from the Bulk Tasks tab — click the download icon next to "Refresh".

Billing Report

A clean monthly or all-time summary of how the case's plan tokens were used. The PDF shows token-factor counts only — no dollar amounts (refer to your invoice for monetary totals). It includes:

  • The plan you were on, with a short description.
  • Tokens consumed, plan tokens, and any overage.
  • A horizontal bar chart breaking down tokens by category (chat, bulk scans, image scans, etc.) with a colour legend.
  • For all-time, a per-cycle table showing cycle · plan · plan tokens · consumed · overage. The Plan column reflects the highest tier the case held during that cycle, so a mid-month upgrade is captured.

Download from the Usage tab — click "Download {month}" for the cycle you're viewing, or "Download all-time" for the whole case history.

Case Context

A branded export of the case's Case Context fields (parties, background, source documents, follow-ups). Download from the Case Context modal.

How to download

  1. Open the Claira interface in Nuix Discover.
  2. Navigate to the matching tab — Bulk Tasks, Usage, or Case Context.
  3. Click the download button or icon. The PDF generates in the browser and saves to your default download location.
For client billing, run Download all-time in the Usage tab. The monthly breakdown table makes it easy to attribute spend to the right invoicing period.

Next steps


Need help? Contact us at support@claira.to.

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