RB User Guide > Inquiry > Client Analysis

Summarizing client activity

RB9 only

Summarize a client’s billing activity. Find out what services a client is purchasing. Compare totals by period to track your most important customers. Client Analysis includes sales and court taxes as separate line items so amounts match Client Activity reports.

1. Identify the firm

   1. Inquiry > Client Analysis
   2. In the Client Analysis window’s Search By pane, choose a Party Type:
      • Bill To – Firm that pays invoices.
      • Bill To Parent – Parent company of firm paying invoices.
      • Sold To – Default. Firm that schedules jobs and pays invoices unless a separate Bill To firm has been designated.
      • Sold To Parent – Parent company of firm that schedules jobs.
   3. After selecting the party type, click next to *Firm field (required) and choose the firm. (See Looking up firms).

2. Restrict results

   With the firm selected, use the additional search filters to narrow the results returned, if desired:

   • Contact

     Default is ALL. To see an individual contact’s invoices, select the contact from the drop-down.

   • Date Type

     • Invoice Date – Default. Date job was billed.
     • Job Date – Date job occurred.
     • Post Date – Date invoice was posted in RB9.

   • Date From/Date To

     Works with Date Type. To analyze activity within a specific date range, enter date(s) in the field(s) or click each field’s  to select date(s) in Date Navigator.

   • Account Status

     • ALL – Default.
     • Show Open Invoices Only – To see only outstanding (unpaid) invoices.
     • Show Paid Invoices Only – To see only paid or otherwise settled invoices (such as Voided).

   • Case

     Click to find invoices for a single case (see Looking up cases).

   • Show Quarterly

     • No – Default. Billed amounts are shown by month and year only.
     • Yes – Billed amounts are shown by month, quarter, and year.

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. View summary

   1. Click . RB9 displays a snapshot of billed services that meet the specified search condition(s), broken down into number of units sold, billed rush charges, and total billed amounts year-to-date and all-time totals.
   2. To view details of:
      • All results, click Expand/Collapse >

        • Expand Service: Service Groups expand to display amounts by service item and subtotals for the Service Groups and Service Subgroups. Subtotal rows have bold headers and a gray background to differentiate them.

        • Expand Date: Yearly grouping(s) expand to display amounts by quarters (optionally) and months.

      • A single Service Group, click next to the Service Group. RB9 displays the Service Subgroup(s) amounts and the Service Group’s subtotals. Click next to a Service Subgroup to see the breakdown by service item and the Service Subgroup’s subtotals. Subtotal rows have bold headers and a gray background to differentiate them.
      • A single year by month and quarter (optionally), click next to date headers. If you selected Show Quarterly in your search criteria, RB9 will display the year broken down into quarters first. Click next to a quarter to see monthly totals.
      • See Using interactive reports for more information.

4. Export/print results

   To export and save the results, click > Excel. See Exporting & printing results.

Reference

• Sold To vs. Bill To
• Date Navigator
• Lookup panel
• Business Units

Step-by-step instructions

• Looking up firms
• Looking up cases
• Using interactive reports
• Exporting & printing results