View your job calendar as a report

Job Printout is a report with several uses, including as your future calendar and as a worksheet for assigning resources

Lesson #14
Calendar – Job Printout function

Use Job Printout to view your job calendar as a report. It is a static report that lists all of the jobs scheduled for a specified date range, and includes details about each job, such as the time, status, and location. Optionally, it can include task details, as well as scheduling, job confirmation, and assignment notification notes.

With this report, you can:

  • Easily see your daily job calendar.
  • Set it for a different date range (for example, if you want a copy of your future calendar).
  • Export it in a variety of formats and/or print a back-up of the job calendar for any date range.
  • See who has been assigned to each job’s tasks.
  • Search for a word or phrase in the onscreen job calendar. RB 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.
  • Use the printout to assign resources to tasks by writing them on the printout, then refer to it to assign resources in RB fast using the Quick Assignments function (RB9 only).

Use the search criteria to narrow the results shown on the report:

  • Job date range
  • One or more Job Statuses
  • One or more Job Types
  • A single firm
  • A single case
  • One or more Business Units
  • Show/hide Tasks
  • Show/hide Scheduling Notes
  • Show/hide Confirmation Notes
  • Show/hide Resource Notification Notes

If you choose to show any of the optional notes, they will display with the same styling they have in the fields where they originated. For example, if a job has scheduling notes that were formatted with specific fonts, text treatments, sizes, and/or colors, the text will appear on the Job Printout with those stylings.

The report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields or ALL list selections. If you select two or more items in a list, the report will display that as “(multiple values selected).”

Information about each job on the Job Printout is arranged to be easy to read:

  • Essential job information, such as date, time, job type, and ordering client are in the header of each job, which also makes it easier to distinguish between jobs on the page.
  • You can choose to have tasks associated with each job listed in the job, along with any resources already assigned and their contact information.
  • Information you need for assigning the right resource to job tasks, such as specialties required or services requested, appear on the report.
  • If a job entry doesn’t fit at the end of a page, the entire job entry is moved to the next page so there are no entries split between pages.

TL;DR: Job Printout is a report with several uses, including as your future calendar and as a worksheet for assigning resources.

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. More >

Job Status: Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB.

Job Type: Categories of jobs requested by clients, such as Deposition or Real-Time.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >

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