Lesson #91
Reports – Daily Tracking Summary function
The Daily Tracking Summary list all jobs you are tracking in RB9 with completed steps within a specified period. Use this function to produce reports that document your progress for any time period.
The default Daily Tracking Summary lists all tracking items with steps that were completed today so you can document your day’s progress. Items are listed in descending alphabetical order of their description/title.
Each item listed includes its related job number, date, case, client, and witness; the tracking item’s description/title; the type of item being tracked; the current step, and its due date, start date, and end date; and your company’s assigned business unit and tracking manager. The report’s footer displays the searched by finish date (today) above the timestamp.
You can generate the report for:
- A different date range.
- A single manager.
- One or more tracking items.
- One or more of your company’s business units.
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 one or several tracking items. If you select two or more items in the Business Units list, the report will display that as “(multiple values selected).”
Instead of generating a report that only includes the current step of tracking items, you can also create a report that lists all the steps completed in the specified time range for each tracking item.
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 of all jobs with completed tracking steps within a specified period.
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.
Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >
Manager: Used with the Tracking function, RB user responsible for overseeing a tracked item through the system.
