Rate clients based on order history

Generate reports rating clients on original and copy orders

Lesson #86
Reports – Client Rating Report function

This report lists all invoices (starting with O&1), grouped and subtotaled by client. Each client is listed with the number of originals and amount billed for originals, number of copies and amount billed for copies, combined totals, their outstanding balance, and payment history.

Default is all invoices posted today in descending order by amount, grouped by firm and contact who ordered the services billed (Sold To Firm).

  • Each firm’s listing includes their address and phone number to help you identify them correctly.
  • Contacts with qualifying original and/or copy orders appear under their firm name with their posted invoice details broken out.
  • At the end of the report, grand totals for each column are listed.
  • The report’s footer displays the searched by date (today) above the timestamp.

Customize your reports

You can generate reports for:

  • Different date ranges
  • Firms that are responsible for paying the invoices (Bill To Firm)
  • Subsidiary firms that belong to one parent firm
  • A single Sold To or Bill To Firm
  • Firms in specific Billing Rate Group(s)
  • One or more of your company’s business units

You can sort the list by amount or alphabetically by firm name. Sorting by amount lists clients in descending order starting with total amounts billed for originals, then copies. Sorting this list by amount can generate a holiday gift list. The report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, or if generating a report for a single firm. If you select two or more items in a list, the report will display that as “(multiple values selected).”

You can also choose a summary version that gives each client one line in the report that lists the firm name, the same original and copy breakdowns and combined totals for the firm, their outstanding balance and payment history, It also hides any zero amounts, making it easier to see the other amounts at a glance.

You can search for a word or phrase in the onscreen report. RB9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur. Export the report in a variety of formats to save it and/or edit in another application, or print it.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Generate reports rating clients on original and copy orders. One use of this report is to generate a holiday gift list based on the amounts shown.

RB concepts in this lesson

Billing Rate Groups: Umbrella structures that categorize your billing rates.

Bill To Firm: The firm responsible for paying the invoice for a job, usually the Sold To Firm but can be a third party, such as an insurance agency.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Firm: Business you provide services to, usually law firms.

Parent Firm: Headquarters of a multi-branch corporation.

Sold To Firm: Firm that ordered the services on the invoice.

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