RB9’s Entities module is where you manage your clients, reporters, and more.
What are RB9 Entities?
Entities are people, companies, and places you work with. They include:
- Resources, such as reporters, interpreters, videographers, and conference rooms — anyone or anything that provides services for you.
- Firms, such as law firms, insurance agencies, and any company that schedules or pays for services.
- Contacts, such as lawyers, paralegals, and secretaries who work for firms that contract with you.
- Locations, such as schools, hospitals, or any place where depositions occur that you do not enter in your database as resources or firms.
- Business units, which could be your branch offices, affiliates, profit centers, or any other entities that you want to track separately in RB9.
In RB8 these entities are located in the Setup menu, but in RB9, they are grouped into their own module for easier access.
Visual trends for individual firms, contacts & resources
RB9 provides data about individual entities in line-graph form. Account Overview gives a month-by-month comparison of the financial and job activity for a firm, a single contact at a firm, or a resource over the last 6 months, year or 2 years.
- Firms & Contacts: Revenue generated and jobs scheduled/canceled/occurred.
- Resources: Earnings and assigned/canceled tasks.
The line graphs are interactive. Hovering over a point in a line displays that month’s total $ amount or number.
Above an individual entity’s line graphs is a table that displays:
- Firms & Contacts: Total receivables since they became a client and any future jobs scheduled.
- Resources: Outstanding payables, upcoming tasks and in-progress tasks.
Want to learn more about RB9 Entities?
You can find out more about the Entities module in ReporterBase 101, which contains lessons about every module, function, and concept in RB9.
ReporterBase 101 comes in 2 versions: weekly email lessons and a website, the RB9 Primer, where all the lessons appear. You can sign up to have an RB lesson delivered to your inbox each week. And you can also look up anything on the website, where lessons are grouped by module or concept.