Lesson #81
Payables – Reward Points Analysis function
If you reward your best customers with points based on the business generated by their calls to you, use this function to get a monthly, quarterly, and yearly breakdown of clients’ point activity.
This interactive report lists clients’ yearly, quarterly, and monthly points activity for a defined time span, including points earned, points redeemed, adjustments, and transfers.
Reward Points Analysis defaults to all activities in the current month to date, broken down by firm and contact. You can restrict the results to:
- One or more selected activities
- Different date range
- Single firm or contact at a firm and/or
- One or more redemption types (such as cash or gift cards).
The report defaults to displaying points activity by month and year. You can choose to have it break down activity by quarters too which can be helpful when viewing information over a longer date range.
The report displays a list of all contacts with points activity that fit your search criteria, grouped by firm, in year-to-date totals. Firms are listed in order of points earned in descending order. Contacts are listed similarly within each firm. Each contact’s point activities are subtotaled by type (earned, adjustment, transfer, redemption) in each year, month, and quarter (optionally), with grand totals of each type for the entire date range.
Like other interactive reports in RB9 you can quickly switch between detailed and summary views of the report. While the default view is to view points activity by contact, you can “collapse” the view to firm listings, which merges points activity in each activity type column for all contacts at a firm. You can also toggle individual firms between the collapsed/summary view and the breakdown-by-contact view.
Similarly the initial results in the report are displayed as yearly totals. You can “expand” the view to see the monthly (and quarterly, if desired) subtotals and toggle between summary and monthly (and quarterly) views for individual years/quarters.
The Reward Points Analysis report is uneditable. You can export it to save, use in other applications, or print out.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: View clients’ point activity by contact or firm in specified date ranges in summary or detailed form.
RB concepts in this lesson
Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.
