RB User Guide > Inquiry > Resource Analysis

Summarizing resource activity by service item

RB9 only

Summarize a resource’s billing and payroll amounts by service item. Find out what services are being provided by the resource. Compare totals by period to monitor your most productive resources. Resource Analysis includes sales and court taxes as separate line items so amounts match Client Activity reports.

1. Identify the resource

   1. Inquiry > Resource Analysis
   2. In the Resource Analysis window’s Search By pane, click next to *Resource field (required) and choose the resource. (See Looking up resources).

2. Restrict results

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

   • Account Status

     • ALL – Default.
     • Next Pay – To see only amounts that will be included in the resource’s next paycheck.
     • Payable – To see all of the resource’s outstanding payable amounts.

   • 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.

   • 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.

   • Firm

     To see payables related to a single firm, click . See Looking up firms.

   • Contact

     To see payables related to a single contact, click . See Looking up contacts.

   • Case

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

   • Include Void Invoices

     • No – Default. No pay amounts tied to voided invoices will be included.
     • Yes – If you do not void resource pay when voiding invoices, this option will included pay amounts from voided invoices.

   • Show Quarterly

     • No – Default. Payable amounts are shown by month and year only.
     • Yes – Payable 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 the resource’s payables that meet the specified search condition(s), broken down by year in an interactive report.
   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

• Resource
• Date Navigator
• Sold To vs. Bill To
• Voided invoices

• Lookup panel

• Business Units

Step-by-step instructions

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