This interactive report summarizes a resource\u2019s 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.<\/strong> Compare totals by period to monitor your most productive resources.<\/p>\n In addition to viewing all the payable services a resource has been responsible for, you can also view only the ones in the resource\u2019s 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.<\/p>\n You can search for a resource\u2019s\u00a0payable services:<\/p>\n 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\u2019s true total pay amount.<\/p>\n Like Client Analysis<\/a>, Resource Analysis displays a snapshot of billed services that meet the specified search condition(s), with each category broken down into:<\/p>\n It includes sales and court taxes as separate line items so amounts match Client Analysis reports.<\/p>\n 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.<\/p>\n 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.<\/p>\n You can export the report in Excel<\/em> format to save, share, use in other applications, or print.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: This interactive report summarizes a resource\u2019s billed and payable activity, broken down by service. Compare totals by period to monitor your most productive resources.<\/strong><\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with.<\/p>\n Firm:<\/strong> Business you provide services to, usually law firms.<\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
Interactive snapshot of billed services<\/h2>\n
\n
RB9 concepts in this lesson<\/h3>\n