Lesson #42
Inquiry – Resource Analysis function
This interactive report summarizes a resource’s billing and payroll amounts in different time period by service item, so you can see what services are being provided by a resource and the amounts you are paying them for these services. Compare totals by period to monitor your most productive resources.
In addition to viewing all the payable services a resource has been responsible for, you can also view only the ones in the resource’s next pay or total outstanding payables. When viewing all services or only the outstanding payables, you can restrict the results listed to a date or date range of the related invoices, jobs, or when the invoices were posted in RB9.
You can search for a resource’s payable services:
- That involve a specific firm or a single contact only.
- Related to a single case.
- For all, some, or a single business unit of your company.
You have the option to include voided invoices in your search, so if you do not void resource pay when voiding invoices, you can choose to see a resource’s true total pay amount.
Interactive snapshot of billed services
Like Client Analysis, Resource Analysis displays a snapshot of billed services that meet the specified search condition(s), with each category broken down into:
- Number of units sold
- Payable rush charges
- Total pay amounts year-to-date
- All-time total pay amounts
It includes sales and court taxes as separate line items so amounts match Client Analysis reports.
Like Client Analysis, the results returned in Resource Analysis are interactive, so you can drill down in the information by clicking on dates or service line items. You can see monthly and quarterly amounts for the main service categories, for subgroups within the main categories, and for individual service items.
Category totals and subtotals appear on gray backgrounds with bold headers to differentiate them from individual line items. You can even see the details of all of the results at once with a click.
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: This interactive report summarizes a resource’s billed and payable activity, broken down by service. Compare totals by period to monitor your most productive resources.
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.
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.
