Do you have resources who are complaining about not getting enough good assignments? If you have a big case with many daily copies, how do you evenly distribute the lucrative work among your reporters? Use the Assignment Analysis report to see how often each resource has been\u00a0assigned.<\/strong><\/p>\n You can generate static Assignment Analysis reports that display the total amounts of assigned, canceled, and net jobs by resource for a defined time period. You can generate similar static reports that further break down each resource\u2019s assignments by case.<\/p>\n Static reports can be sorted alphabetically by resource or in descending order of net assignments. You can use search criteria to narrow your results.<\/p>\n You can search for a word or phrase in the static report and RB9 will highlight all instances of your searched word\/phrase in the report plus list them in a scroll box along with the page number where they occur.<\/p>\n Generate an interactive report that displays the same information overall by resource but which you can drill down into by month-, quarter- and year-to-date totals.<\/p>\n The default static report lists assignments ordered in the past month sorted in order from the most assigned resource to the least. You can sort the list by resource name instead, group each resource\u2019s assignments by case, switch to the interactive report, \u00a0and\/or use different search criteria to view assignments:<\/p>\n The static Assignment Analysis report\u2019s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, or a selected resource. If you select two or more items in a list the report will display that as \u201c(multiple values selected).\u201d<\/p>\n The default interactive report uses the same search criteria and displays the same information broken down by year which you can drill down into to see each year\u2019s monthly totals. You can choose to also include quarterly totals if you are viewing a long date range to make it easier to analyze your data.<\/p>\n To figure out how to distribute job assignments more evenly\u00a0on a case that your resources are asking for, run the Assignment Analysis report to see who has been given jobs on that case and how\u00a0many times they\u2019ve been assigned to it over a specific period. You will be able to see at a glance\u00a0how evenly the workload is distributed between your resources and be able to make any\u00a0adjustments necessary in future assignments.<\/p>\n You can export the static report in a variety of formats or print it from RB9. You can export the interactive report in Excel<\/em> format to save, share, use in other applications, or print.<\/p>\n NOTE: This is an RB9-only function. It is not included in RB Lite.<\/em><\/p>\n TL;DR: Use the Assignment Analysis report to see how often each resource has been\u00a0assigned and balance out the workload in future assignments.<\/strong><\/p>\n Business Unit (BU):<\/strong> One of your company\u2019s revenue centers or any entity in your business that you want to track separately \u2014 such as branch offices, other companies you own, affiliates, and profit-sharing operations.<\/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 Job Type:<\/strong> Categories of jobs requested by clients such as Deposition or Real-Time.<\/p>\n Order Date:<\/strong> Instead of a job\u2019s scheduled date, this category also includes assignments for write-ups ordered for previously billed non-transcribed jobs.<\/p>\n Resource:<\/b> Person or thing that provides your business with a service \u2014 such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.<\/p>\n","protected":false},"excerpt":{"rendered":"View assignment info in 2\u00a0different formats<\/h2>\n
Static reports<\/h3>\n
Interactive reports<\/h3>\n
Refine your report<\/h2>\n
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Using the report<\/h2>\n
RB concepts in this lesson<\/h4>\n