RB User Guide > Reports > Business Analysis

Analyzing your business

RB9 only

Get an instant snapshot of your business. Compare the current month-, quarter- and year-to-date totals to the previous period. Get total amounts for any period of time.

  1. Set parameters

    1. Reports > Business Analysis

    2. In the Search By pane, specify the following search filters:
      • *Post Date From/*Post Date To

        Required. Invoices posted for the specified period will be summarized. Default is today.

      • Party Type

        Sold To – Default. Clients ordering the services.

        Bill To – Clients who pay the invoices, e.g., insurance companies who are paying for litigation services their lawyers order from you.

        Bill To Parent – Multi-office third parties.

        Sold To Parent – Multi-office firm which ordered services.

      • Firm

        Leave blank unless you are analyzing business for a particular client. To select a firm, see Looking up firms.

      • Party’s State

        Default is ALL. If you pay local business taxes based on the total revenue generated within your own state, select the state in the Lookup Party’s State popup to break out that information (see Lookup panel).

      • Case

        Leave blank unless you are analyzing business for a particular case. To select a case, see Looking up cases.

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

  2. View results

    1. Click search button. RB9 displays a snapshot of the billed services that meet the specified search condition(s), broken down into number of units sold, billed rush charges, billed amounts, pay amounts, voided/credited, and gross profits 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 detail button next to the Service Group. RB9 displays the Service Subgroup(s) amounts and the Service Group’s subtotals. Click detail button 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 right arrown next to date headers. If you selected Show Quarterly in your search criteria, RB9 will display the year broken down into quarters first. Click right arrown next to a quarter to see monthly totals.
      • See Using interactive reports for more information.

  3. Export/print results

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

Reference
Step-by-step instructions