Tag Archives: email second round

Lesson #96

Tools – Tag Manager function

Tags — the labels you create in RB9 to organize entities with — can be used to quickly print envelopes or labels for targeted mailings, or to send bulk emails to specific groups. By organizing clients with accurate qualifiers you can do a better job with your outreach efforts. You can also use tags to organize resources and job locations, then use this function to contact them by group.

If you use tags to organize entities, Tag Manager is where you can look up entities by tag, add or remove tags from multiple entities at once, print envelopes and labels for specific groups, and bulk email tagged entities.

Set up tags to re-use

Before using Tag Manager set up tags for contacts, firms, resources, and locations in Lists. You can use any word or phrase as a tag, and use as many tags as you want to define and organize entities. Tags are especially helpful in organizing firms for marketing purposes and contacts for customer service treatment. For example you might have a tag for your 25 best clients (“Top 25”) who require constant monitoring.

Setting up tag lists in RB9 is recommended over entering tags manually in each entity. With preset lists users select tags from drop-downs — which is faster than typing and eliminates misspellings — plus everyone in your company will have the same options to select from. A tag manually entered in one entity is not available to select later until you add it to a tag list.

Apply tags to entities

You can tag entities one at a time — for example tag new customers as you enter them in RB9. But if you have a group of entities to tag, use Tag Manager where you can bulk update a set of entities at once. In Tag Manager you can search for firms, contacts, resources, and locations by name or tag. If searching by tag you can select one from the contextual drop-down or key in a partial/full tag name in the field to find manually entered tags. You can also search for contacts by firm.

Using tags in Tag Manager

The results grid in Tag Manager displays the name and address of each entity that matches your search criteria. It also shows if a displayed entity is active — e.g., a client who is still scheduling jobs. This is useful if you want to send emails, letters, etc. to only active or inactive clients.

You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

After finding entities in Tag Manager you can view the details of any entry in the results by clicking its hyperlink.

Add tags to multiple entities at once by selecting them in Tag Manager results, then choosing a tag in the drop-down and saving your choice.

Remove a tag from a group of entities at once is a just-as-easy similar process.

If you want to do a mass mailing from RB9, first find firms, contacts, resources, or locations in Tag Manager. Then print envelopes or mailing labels for the selected entities. Or similarly send contacts, resources, or locations an email directly from this function.

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

TL;DR: After tagging entities use the Tag Manager to look up tagged entities, email selected entities, print envelopes or labels for targeted mailings, quickly remove tags from entities, and add more tags to entities.

RB concepts in this lesson

Contact: Person who works for a firm you do business with — such as attorneys.

Entity: Individual, business, place, or discrete part of your company — such as revenue centers or branch offices. More >

Firm: Business you provide services to — usually law firms.

Location: Place where jobs occur — such as court rooms.

Resource: Person or thing that provides your business with a service — such as reporters.

Tags: Labels you create in RB to organize entities with relevant, searchable keywords or phrases.

Lesson #95

Tools – Bulk Update function

When something changes that affects a lot of jobs or entities — for example you have a new sales representative — save time by changing that particular setting (field) for a group of records —i.e., all of the affected contacts — at once. Use the Bulk Update function to update multiple jobs, firms, contacts, resources, or locations at the same time.

Depending on the information you want to change, you first select the group of records (jobs, firms, contacts, resources, or locations) where that information is stored. Then you can select the specific field in those records that you want to update. Depending on the field, you choose the value you want in that field — it might be a list option, a Yes/No choice, a lookup from the RB database, or a text entry of a number or percentage. Finally you choose which specific entries in the group of records to update.

Update contacts

For contacts, you can update:

• Billing rates
• Classification
• Whether or not to send them marketing materials
• Designated gender
• Credit rating
• Sales rep or resource they belong to (Client Of)
• What salutation to use in addressing them
• Preferred methods for receiving invoices and statements

You can choose to change every listing in Contacts, only those listings for contacts that are still doing business with you (active clients), or select a custom set of contacts to update, such as all the contacts at one firm. You can also search for all contacts assigned to a single sales rep if you are bulk updating those contacts to a new sales rep.

Update firms

For firms, you can update many more fields:

• Current account status
• Whether to show detailed breakdowns on their invoices
• Billing rates
• Your ranking of them (the type of firm they are or their value to you)
• Credit rating
• Whether they are COD (Cash on Delivery)
• Sales rep or resource they belong to (Client Of)
• Resource responsible for collecting payments from them
• Whether monthly statements are printed for each contact at this firm separately or combined and sent to “Accounts Payable”
• Percentage you deduct if you offer a negotiated discount on all the firms’ invoices
• Whether or not to send them marketing materials
• Percentage you charge the firms monthly on past-due invoices
• Type of firm (e.g., law firm, insurance company, corporation)
• Deadline in business days past the payment terms of invoices for the firms to render payment before RB notifies you to start collection efforts
• Percentage you charge the firms as a one-time account service fee on past-due invoices
• Firm designated as the firms’ headquarters (Parent Firm)
• Terms for payment that will appear on the firms’ invoices
• Percentage for the state sales tax for the firms
• Where the firms heard of you (source of initial contact)
• Method for receiving consolidated statements

Like contacts, you can choose to change every listing in Firms, only active firms, or a custom set of specific firms. You can also search for all firms assigned to a single sales rep if you are bulk updating those firms to a new sales rep.

Update resources

For resources, you can update:

• Percentages for extra commission pay Client Of resources receive for their clients’/cases’ jobs  when they cover the job or when someone else covers the job (can be 2 different percentages)
• Percentage for sales reps’ commissions
• Number of days from the invoice date before resources are paid on originals or copies (can be 2 different amounts)
• If they are excluded from the pay process (for example,  an owner or conference room would not earn pay on tasks assigned to them)
• Their Pay Group (e.g., Monthly, Weekly, On Demand)
• Whether you provide them with 1099 forms
• Order of preference for assigning tasks or their availability
• Profession or other resource type
• What salutation to use in addressing them
• If they do their own scoping

As with contacts and firms, you can choose to change every listing in Resources, only active resources, or a custom set of specific resources.

Update locations

For locations, there is only one field you can update: Location Type, i.e., the category of the facilities where jobs take place, e.g., hospital, courthouse, or school.

As with the other entities, you can choose to change every listing in Locations, only active locations, or a custom set of specific locations.

There is no Undo in Bulk Update

When you select Update All for firms, contacts, resources, or locations, RB9 warns you that you are about to update all the entities in the selected table and you must affirm that you want to change the entire table. The default reply is No to help minimize errors made with this irreversible command.

Update jobs

For jobs, you can update how you classify a group of jobs (such as depo, trial, or video conference) and which sales rep is responsible for the jobs.

You can choose to update every job within a specified date range; narrow which ones to update in that date range to those ordered by a specific firm, contact, or case; or select a custom set of jobs. You can also search for all jobs assigned to a single sales rep if you are bulk updating those jobs to a new sales rep.

Whether you are updating entities or jobs, you can sort your search results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

NOTE: In addition to the stand-alone Bulk Update function, Billing Rates and Pay Rates have a Mass Update feature (in the Service Item Master), which you can use to update rates in multiple billing or pay rate tables at once. With these power-user features, you will be able to keep your RB database updated more easily.

TL;DR: If you have a number of entities or jobs that need the same information changed, save time by changing them all at once.

RB concepts in this lesson

Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.

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.

Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources — such as realtime, videoconferencing, or read & sign. More >

Location: Place where jobs occur — such as court rooms, hospitals, schools, doctors’ offices, or private residences.

Parent Firm: Headquarters of a multi-branch corporation.

Pay Groups: Categories of time periods your company uses to pay resources, e.g., Monthly, Weekly, On Demand. Group resources according to their pay period (frequency) to reduce errors when running payroll.

Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

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

Lesson #94

Tools – Bulk Import function

Data entry and getting RB populated is a time-consuming task. One of those long drawn-out processes is entering firms, contacts, and resources from scratch. If you have existing client and reporter/resource information, don’t re-key these entities into RB; instead export it to Microsoft Excel spreadsheets from your application, then import it into RB.

RB offers 3 import options:

• Firms
• Firms with Contacts
• Resources

If you’re new to RB and want to import your clients first, we recommend using Firms with Contacts so you import your client law firms and other entities, such as insurance companies, along with your contacts at those firms at the same time.

Preparation is key

Bringing your client and resource databases into RB using Microsoft Excel spreadsheets will save you a lot of time but there are a few things to note:

• To import your data into RB the Excel spreadsheet must have all of the same column headers in the same order as the Bulk Import headers. So we provide Excel templates to make it easy to set up your spreadsheet correctly. All you have to do is copy and paste your data into the template.
• While you must have the exact same column headers in the exact same order, you do not have to populate all the fields in the spreadsheet. Only required fields in each spreadsheet must have entries in each row in the spreadsheet. For example when importing Firms with Contacts, only the firm name and the contact’s name must be included in each row.
• If you are including an entity’s state you must use the 2-letter USPS abbreviation.
• If you are including email addresses for contacts or resources, each entity should have only one email address.
• When importing entities RB does not check the database for duplicate entries. If you discover duplicate entities after importing, you can either delete the duplicate or merge the entries.

Process is easy

After exporting your existing data to an Excel spreadsheet the import process is simple: Select the type of spreadsheet you are importing in Bulk Import and upload the spreadsheet’s .xlsx file.

If the spreadsheet was formatted correctly, the data will appear in the Bulk Import results grid. You can view your entries but not edit them. If you see any errors, you can edit your spreadsheet and re-upload the file or edit the entries in RB after importing. If the data looks ok, you can have RB import the entries to the appropriate Entity database automatically.

TL;DR: Import existing client and resource information from other applications via Microsoft Excel spreadsheets.

RB concepts in this lesson

Contact: Person who works for a firm you do business with.

Entity: Individual, business, place, or discrete part of your company, such as revenue centers or branch offices. More >

Firm: Business you provide services to, usually law firms.

Resource: Person or thing that provides your business with a service, such as reporters.

Lesson #92

Reports – Tracking Productivity Analysis function

Do you want to find out how many items have been finished on time? Analyze productivity by different tracking metrics in this interactive report if you use RB9’s Tracking function to monitor service item production and management.

View items you are tracking in RB9 that have reached a milestone during a specific time period by item, step, manager, or resource in an interactive report that lets you see total entries in the selected category at a glance. Drill down to see quarterly and monthly milestone achievements and how many milestones were achieved on time, late, with no due date, or were canceled.

The default Tracking Productivity Analysis report lists all tracked items that finished a tracking step in the current month to date alphabetically. You can expand the view of a single item or the whole list to see the breakdown of milestones — so you can quickly gauge how well your staff hit productivity goals this month.

You can change the report to analyze milestones by:

• Tracking step
• Managers (grouped by manager)
• Resources (grouped by resource)

You can also change the report to:

• View longer/different time periods.
• Include quarterly breakdowns.
• View milestones for one or more of your company’s business units.

Like other interactive reports in RB9, you can quickly switch between detailed and summary views of the report. The initial results in the report are displayed as yearly totals by tracked item. You can “expand” the view to see the monthly (and quarterly, if desired) subtotals for all entries and toggle between summary and monthly (and quarterly) views for individual years/quarters, or “collapse” all to the initial yearly view again.

You can also expand and collapse the tracked items to see breakdowns by timeliness (on time, late, etc.). You can toggle individual items between the collapsed/summary view and the breakdown-by-timeliness view.

If viewing the report by step, all items listed expand to display steps and their status.

If searched by manager, all managers listed expand to display items and their status.

If searched by resource, all resources listed expand to display items, steps and their status.

You can export the report in Excel format to save, share, use in other applications, or print.

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

TL;DR: See how many tracking items have been finished on time, by item, by step, by manager, or by resource.

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.

Manager: Used with the Tracking function, RB user responsible for overseeing a tracked item through the system.

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

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
• Job date
• Case
• Client
• Witness
• Tracking item’s description/title
• Type of item being tracked
• Current step in process
• Its due date
• Start date
• End date
• Your company’s assigned business unit
• Assigned tracking manager

The report’s footer displays the searched by finish date (today) above the timestamp.

Create reports using different criteria

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.

Lesson #90

Reports – Task Turnaround Analysis function

This report summarizes by resource how quickly they turn around jobs on average for a specified period.

View turn-around by ordered date

The default Task Turnaround Analysis report shows all tasks that have been turned in for jobs scheduled for today — or for previously billed jobs which had transcripts ordered today — grouped by resource. Each resource starts on their own page and there’s a separate grand totals page at the end.

Each resource page lists all their tasks completed today and includes each task’s:

• Job number
• Job date
• Job status
• Ordered, due, and turned-in dates
• Number of days it took the resource to complete the task
• Ordering firm
• Assigned business unit

The report’s footer displays the searched by order date (today) above the timestamp.

You can generate the report for:

• Different dates or date ranges
• A single resource
• A single task, several tasks, or all tasks
• One or more of your company’s business units

View turn-around by completed task

In addition to Tasks by Ordered Date reports you can also generate the report based on the date(s) tasks were completed by the resource instead of when they were ordered or scheduled to take place. 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 include two or more business units in your search criteria, the report will display that as “[BU] (multiple values selected).”

You can generate summary reports which list only the resources and their total number of tasks and average turnaround in days 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.

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

TL;DR: View how quickly resources turn around jobs on average for 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 >

Order Date: Instead of a job’s scheduled date, this category includes assignments for write-ups ordered for previously billed non-transcribed jobs.

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

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

Lesson #89

Reports – Original Page Production function

This simple report lists all jobs (including the page count) generated for the specified period, grouped and subtotaled by resource. If you pay incentives to resources who produce more than certain number of pages per month, use this report to get the totals you need.

The default Original Page Production report lists all jobs that resources produced original transcript pages for today — with each resource starting on their own page and a separate grand totals page at the end. The report is designed so that you can distribute the individual pages to your resources for their records.

Under each resource the report lists their relevant job(s) with the job number, job date, case name, witness name, and number of original pages produced. The report’s footer displays the searched by job date (today) above the timestamp.

Use search criteria to generate different reports

You can generate the report for a different date range, a single resource, and/or 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 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, share, 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: View jobs for a specific time period, broken out by resource. Provide resources with their own copies of these reports. 

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.

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:

• Billed amount
• Invoice number and date
• Related job number and date
• Resource pay
• Original pages
• Case name
• 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 the 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 and/or edit in another application, or print it from within RB9.

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.

Lesson #86

Reports – Client Rating Report function

This report lists all invoices — starting with O&1 — grouped and subtotaled by client. Each client is listed with the number of originals and amount billed for originals, number of copies and amount billed for copies, combined totals, their outstanding balance, and payment history.

Default is all invoices posted today in descending order by amount — grouped by firm and contact who ordered the services billed (Sold To Firm).

• Each firm’s listing includes their address and phone number to help you identify them correctly.
• Contacts with qualifying original and/or copy orders appear under their firm name with their posted invoice details broken out.
• At the end of the report grand totals for each column are listed.
• The report’s footer displays the searched by date (today) above the timestamp.

Customize your reports

You can generate reports for:

• Different date ranges
• Firms that are responsible for paying the invoices (Bill To Firm)
• Subsidiary firms that belong to one parent firm
• A single Sold To or Bill To Firm
• Firms in specific Billing Rate Group(s)
• One or more of your company’s business units

You can sort the list by amount or alphabetically by firm name. Sorting by amount lists clients in descending order starting with total amounts billed for originals, then copies. Sorting this list by amount can generate a holiday gift list.

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 firm. If you select two or more items in a list, the report will display that as “(multiple values selected).”

You can also choose a summary version that gives each client one line in the report that lists the firm name, the same original and copy breakdowns and combined totals for the firm, their outstanding balance and payment history. It also hides any zero amounts — making it easier to see the other amounts at a glance.

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, share 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 rating clients on original and copy orders. One use of this report is to generate a holiday gift list based on the amounts shown.

RB concepts in this lesson

Billing Rate Groups: Umbrella structures that categorize your billing rates.

Bill To Firm: The firm responsible for paying the invoice for a job — usually the Sold To Firm but can be a third party, such as an insurance agency.

Firm: Company you do business with.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Firm: Business you provide services to, usually law firms.

Parent Firm: Headquarters of a multi-branch corporation.

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

Lesson #85

Reports – Misc. Sales function

Beyond originals, copies, exhibits, rush charges, mileage, and attendance are a whole host of other charges you bill to your clients called miscellaneous service items. The Misc. Sales report summarizes billed miscellaneous charges by client for a specific date range.

When you set up RB9, you organized your miscellaneous service items into groups of related items called Service Item Subgroups. For example under the Service Item Subgroup “Delivery” you included all of the delivery options you offer, e.g., FedEx, UPS, USPS, courier, DHL, shipping & handling. The Misc. Sales report covers one Service Item Subgroup at a time.

Today’s miscellaneous sales

The default Misc. Sales report shows all miscellaneous charges that are part of your first Service Item Subgroup that were included on any invoices posted today. Service item charges are broken down by firm billed — and the firm totals are further broken down to each contact at the firm that was billed for the relevant service items. Each firm’s listing includes their address and phone number to help you identify them correctly.

Each contact line on the report lists:

• Contact’s name
• Number of times they were billed for the service item
• Total amount they were billed
• Average amount they were billed

A firm totals line appears after each firm’s contact listings. At the end of the report grand totals for the 3 amounts (number of times billed, total amount billed, and average amount billed) are listed.

Other miscellaneous sales reports

You can generate reports for:

• Different date ranges
• Different Service Item Subgroups
• A single service item or several from the same subgroup
• Service items posted for all firms under a single Parent Firm
• Service items posted under one or more of your company’s business units

One way to use this report is to find out which clients are buying services you introduced recently.

You can have the results listed in alphabetical order of the billed firm’s name or in ascending order of the total amount billed. And you can have the report compile results from all contacts in each firm into single firm-wide entries in the list.

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, and service items. If you generate a report for a single service item or several from the same subgroup, the service items searched will appear at the top of each page of the report. If you select two or more items in the Business Units list, the report will display that as “(multiple values selected)” in the footer.

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, share, 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: View miscellaneous sales charges totals & averages by contact and firm.

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.

Contact: Person who works for a firm you do business with.

Firm: Business you provide services to, usually law firms.

Parent Firm: Headquarters of a multi-branch corporation.

Service items: Regular charges that you bill to your clients.

Service Item Subgroups: Groups of related service items that make billing faster, because instead of scrolling through a long undifferentiated list of all of your miscellaneous service items, you can locate individual items quickly in their small subgroups.