Reports

Analyze your business’s productivity, profitability, and other relevant data

Lesson #82
Generate reports on all areas of your business

Analyze your business’s productivity, profitability and other relevant data. In this module, you can:

  • Get an instant snapshot of your sales and gross profit. Compare the current month-, quarter- and year-to-date totals to the previous period. Get total amounts for any period of time. 
  • View gross profit by invoice. 
  • View misc. sales charges totals & averages by client.
  • Generate reports rating clients on original and copy orders. 
  • Produce reports for insurance companies breaking down their invoices by client. 
  • View invoices or jobs for a specific time period, broken out by resource, and provide resources with their own copies of these reports. 
  • View how quickly resources turn around jobs on average for a specified period.
  • Generate reports of all jobs with completed tracking steps within a specified period. 
  • Analyze productivity by item, by step, by manager, or by resource.

Reports functions by name

TL;DR: Analyze your business’s productivity, profitability, and other relevant data.

RB9 concepts in this lesson

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources.

Resource: Person or thing that provides your business with a service.

Listed under Module, Modules, Reports | Tagged , , , , , , , , , , ,