{"id":178,"date":"2020-11-06T17:28:10","date_gmt":"2020-11-07T01:28:10","guid":{"rendered":"http:\/\/www.omtiblog.com\/reporterbase101\/?p=178"},"modified":"2026-04-14T09:03:11","modified_gmt":"2026-04-14T16:03:11","slug":"reports","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/","title":{"rendered":"Reports"},"content":{"rendered":"<h6>Lesson #82<\/h6>\n<h5>Generate reports on all areas of your business<\/h5>\n<p>Analyze your business\u2019s productivity, profitability and other relevant data. In this module, you can:<\/p>\n<ul>\n<li>Get an instant snapshot of your sales and gross profit. Compare the current month-, quarter- and year-to-date totals to the previous period. Get total amounts for any period of time.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>View gross profit by invoice.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>View misc. sales charges totals &amp; averages by client.<\/li>\n<li>Generate reports rating clients on original and copy orders.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Produce reports for insurance companies breaking down their invoices by client.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>View invoices or jobs for a specific time period, broken out by resource, and provide resources with their own copies of these reports.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>View how quickly resources turn around jobs on average for a specified period.<\/li>\n<li>Generate reports of all jobs with completed tracking steps within a specified period.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Analyze productivity by item, by step, by manager, or by resource.<\/li>\n<\/ul>\n<h2>Reports functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/analyze-your-businesss-profitability\/\">Business Analysis<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/gross-profit\/\">Gross Profit<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/see-which-miscellaneous-services-your-clients-are-buying\/\">Misc. Sales<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/rate-clients-based-on-order-history\/\">Client Rating Report<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/show-insurance-companies-their-invoices-by-law-firm\/\">Insurance Billing<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/view-resource-production-via-invoices\/\">Resource Production<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/see-which-resources-deserve-bonuses-based-on-original-page-production\/\">Original Page Production<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/analyze-resources-turn-around-time\/\">Task Turnaround Analysis<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/document-your-daily-progress\/\">Daily Tracking Summary<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/see-how-well-your-company-is-hitting-productivity-goals\/\">Tracking Productivity Analysis<\/a> \u2013 <em>RB9 Standard<\/em><em>-only function<\/em><\/li>\n<\/ul>\n<p><strong>TL;DR: Analyze your business\u2019s productivity, profitability, and other relevant data.<\/strong><\/p>\n<h4>RB9 concepts in this lesson<\/h4>\n<p><strong>Job:<\/strong> Usually the reporting of a deposition \u2014 but can also be any kind of service you provide with your reporters or other resources. <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/concept\/jobs-concept\/\">More &gt;<\/a><\/p>\n<p><strong>Resource:<\/strong> Person or thing that provides your business with a service.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Analyze your business\u2019s productivity, profitability, and other relevant data <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/reports\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[217,4,25],"tags":[207,210,215,208,211,209,213,3,26,212,214,216],"class_list":["post-178","post","type-post","status-publish","format-standard","hentry","category-module","category-modules","category-reports","tag-business-analysis","tag-client-rating-report","tag-daily-tracking-summary","tag-gross-profit","tag-insurance-billing","tag-misc-sales","tag-original-page-production","tag-rb9-standard","tag-reports","tag-resource-production","tag-task-turnaround-analysis","tag-tracking-productivity-analysis"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/178","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=178"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/178\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}