RB User Guide > Inquiry > Marketing Inquiry > Evaluating your business by resource

Finding non-assigned resources

RB9 only

Find resources that had no assignments during a particular time period. View resource details. Print envelopes and labels. Export results to save and create reports.

1. Select resource status

   1. Inquiry > Marketing Inquiry
   2. Select Resources in the Category drop-down.
   3. Select No Assigned in Type drop-down.

2. Update required information

   *Job Date From/*Job Date To (required) default is current month to date. To view resources within a different time period, change date range (see Date Navigator).

3. Restrict results

   • Business Units

     Default is ALL. Click to restrict the search to specific profit centers (see Lookup panel). BUs are set in Business Units.

   • Notification Type

     Default is Main. Click to select one or more email categories to search by. See Managing notification emails.

4. View resources & print envelopes/labels

   Click . All resources that fit the search criteria appear in the results pane.

   • To view/update a resource’s details, click their hyperlinked Resource listing. See Updating resources.
   • To print envelopes/labels:
     1. Check the box next to Resource in the header to select all results, or check the box(es) next to individual resource(s) to select specific results.
     2. Click Print Envelopes and Labels. See Printing envelopes and labels.

   NOTE: Save the results

   To export and save the results, click and select an export file type. See Exporting & printing results.

Reference

• Date Navigator
• Lookup panel
• Business Units

Step-by-step instructions

• Finding new resources
• Finding your busiest resources
• Finding zero-pay resources
• Finding highest compensated resources
• Finding highest commissioned resources
• Managing notification emails
• Updating resources
• Printing envelopes and labels
• Exporting & printing results