Lesson #15
Calendar – Job Analysis function
Job Analysis is a report that shows new and canceled jobs in the calendar by firm, broken down by contact, so you can see how many calendar settings you are getting from each client.
You can easily see who your best clients are by looking at the number of settings each contact generates. This is better for your marketing staff to know because total invoice amounts can be misleading: A lot of work is billed to third parties — such as insurance companies whom you don’t market to — and a lot of a law firm’s invoices might be copy orders on jobs they didn’t initiate.
Generate gift lists
In addition to learning which contacts at which firms are scheduling and canceling jobs, you can also use this report to come up with a meaningful holiday gift list. Generate the report sorted by the number of net jobs per firm and contact in descending order to see which clients are generating the most business for your firm and to whom you want to send gifts of appreciation.
Static or interactive reports
You can generate static Job Analysis reports that display the total amounts of scheduled, canceled, and net jobs by firm and each firm’s contacts for a specific date range. Static reports can be sorted alphabetically by firm or in descending order of net jobs.
Or generate an interactive report that displays the same information overall by firm but which you can drill down into by firm contacts and month-, quarter- and year-to-date totals.
Default reports list all clients who ordered any type of job in the past month in descending order of net jobs with grand totals of the scheduled, cancelled, and net number of jobs at the end of the report. The static report includes the net percentage of jobs too.
You can use additional search criteria to narrow your report:
- Job Date or Entered Date (as a date range or single date)
- One or more Job Types
- A single firm
- A single case
- One or more Business Units
You can export the static report in a variety of formats or print it from RB9. You can export the interactive report in Excel format to save, share, use in other applications, or print.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: See who your best clients are based on the number of jobs they order from you instead of invoice amounts which can be inaccurate due to 3rd-party billing on a lot of jobs.
RB concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately — such as branch offices, other companies you own, affiliates, and profit-sharing operations.
Firm: Business you provide services to, usually law firms but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.
Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources such as realtime, videoconferencing, or read & sign. Jobs can be linked to cases, linked to other jobs, or stand alone. More >
Job Entered Date From/To: Date range of when a job was added to the calendar, not when the job is scheduled to occur.
Job Type: Categories of jobs requested by clients such as Deposition or Real-Time.
