View resource production via invoices

View invoices for a specific time period, broken out by resource, and provide resources with their own copies of these reports

Lesson #88
Reports – Resource Production function

This report lists all invoices posted in a specified time period, grouped and subtotaled by resource. Generate a version for your internal use, which includes page counts and invoice amounts, and a version to hand out to resources, which excludes invoice amounts.

In-house reports

The default Resource Production report lists all invoices posted today that include resource pay with each resource starting on their own page and ending with their totals for today. A separate grand totals page adds everything up at the end of the report.

The default report is an office copy version, meaning each invoice listed includes the billed amount, along with each invoice’s number, date, related job number and date, resource pay, original pages, case name, and Sold To firm. The report’s footer displays the searched by post date (today) above the timestamp.

You can generate the report:

  • For a different date range.
  • To show invoices based on their related job date, instead of post date.
  • For a single resource.
  • By city to see which resource is producing the most in that city.
  • To include only invoices for originals or only invoices for copies.
  • For 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 a single resource. If you select two or more items in the Business Units list, the report will display that as “(multiple values selected).”

You can also generate summary reports, which list only the resources and their totals with grand totals at the end of the list.

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.

Reports for resources

You can use this function to generate reports to hand out to your resources that show them the amounts they have earned for billed jobs. The report includes the same information as the office version minus invoice totals. Use the same search criteria as for the office version to tailor the report as needed. You can generate a report for a single resource or reports for all resources that match your search criteria at once. Export the report or print it to share with the resource(s).

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: View invoices for a specific time period, broken out by resource, and provide resources with their own copies of these reports. Or generate summary reports that list the resources’ totals only.

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 >

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

Sold To Firm: Firm that ordered the services on the invoice.

Listed under Function, Lesson, Reports | Tagged , , ,