RB reports

RB9 provides a wide variety of preset reports designed to give you quick and easy access to your company’s information. The tables in this section group the preset RB reports into business-related areas.

• Collection-related reports  

  Send Statements
  Description		Type	Location
  Summarizes each client’s overdue invoices. Can include copies of the invoices, showing payments, credits, finance charges and current balance. Each attorney receives a separate statement unless the firm has been set up to consolidate.		Exportable monthly report with static report statements and past due invoices to send to clients	Receivables

  Aged A/R
  Description		Type	Location
  Summarizes each client’s unpaid invoices, grouped by when the invoice was due (aging period). This interactive report can be sorted in ascending or descending order by time period, grand total owed, firm name or number, assigned collector, or COD status. You can also drill down to see details about the client, the outstanding invoices, and your collection efforts to date.		Exportable monthly report	Receivables

  Collection Forecast
  Description		Type	Location
  Lists promised payment dates (and amounts) of outstanding invoices, so you can forecast cash inflow to your business. You can also monitor your collection progress with clients, document new attempts, and view graphs of clients’ account activity.		Exportable monthly report	Receivables RB9 only

• Financial reports  

  Daily Register
  Description		Type	Location
  Includes three types of daily registers: The Sales Register lists all invoices posted for the specified period, grouped and subtotaled by business unit. It shows how much revenue was generated.  The Cash Receipts Register-Payment lists all payments posted for the specified period, grouped and subtotaled by business unit. It shows how much money was received.  The Cash Receipts Register-Other lists credit memos, debit memos, duplicate payments, refunds, miscellaneous receipts, voids and write-offs posted for the specified period, grouped and subtotaled by business unit. It shows amounts for all other types of transactions.		Static report	Receivables

  Monthly Journals
  Description		Type	Location
  A summary recap of daily sales and cash receipts registers. Your accountant uses this report to prepare your company’s financials.		Static monthly report	Receivables

  Paid Invoices
  Description		Type	Location
  Lists all invoices paid within the specified period, from first paid to latest paid.		Exportable monthly report	Receivables RB9 only

  Voided Invoices
  Description		Type	Location
  Lists all invoices voided within the specified period, from oldest invoice to most recent.		Exportable monthly report	Receivables RB9 only

  Gross Profit
  Description		Type	Location
  Lists gross profit amounts for each job or invoice. Gross profit is the difference between the invoice amount and resource cost.		Static monthly report	Reports RB9 only

  Miscellaneous Sales
  Description		Type	Location
  Summarizes each invoice (containing the specified service items), grouped and subtotaled by client.		Static monthly report	Reports RB9 only

  Business Analysis
  Description		Type	Location
  This interactive report provides an instant snapshot of your business, with the sales amount and gross profit shown for different periods for comparison.		Exportable monthly report	Reports RB9 only

  Finance Charges
  Description		Type	Location
  Lists all of the invoices for which you generated or cleared finance changes today or other time period.		Exportable report	Receivables

  Liability Balance Log
  Description		Type	Location
  Instant snapshot of resources payable. Can also use to reestablish a starting balance as of a certain date.		Exportable report	Payables RB9 only

• Client-related reports  

  Client Account Activity
  Description		Type	Location
  Lists all activities for the month plus all unpaid invoices for each client. Activities include invoices, payments, duplicate payments, refunds, credit memos, debit memos, voids and write-offs.		Static monthly report	Receivables

  Client Rating
  Description		Type	Location
  Shows all invoices (starting with O&1), grouped and subtotaled by client. Sorting this report by amount can generate a holiday gift list.		Static monthly report	Reports RB9 only

  Client Activity
  Description		Type	Location
  Lists a specific client’s invoices based on a set of search criteria. For example, you can search by case to come up with a settlement amount for a particular case in seconds, no matter how long the case has been going on.		Exportable report	Inquiry

  Client Analysis
  Description		Type	Location
  This interactive report summarizes a client’s billed activity, broken down by service. Compare totals by period to track your most important customers. Includes sales and court taxes as separate line items so amounts match Client Activity reports.		Exportable report	Inquiry RB9 only

  Insurance Billing
  Description		Type	Location
  Lists each invoice billed directly to an insurance company (or other third party), grouped and subtotaled by client and insurance company. Provide this report to insurance companies when they ask for a report that breaks down their invoices by law firm and attorney.		Static on-demand report	Reports RB9 only

  Reward Points History
  Description		Type	Location
  Lists all reward points activity within a specific time period.		Exportable report	Payables RB9 only

  Reward Points Analysis
  Description		Type	Location
  This interactive report lists clients’ yearly or monthly points activity for a defined time span, including points earned, points redeemed, adjustments, and transfers.		Exportable report	Payables RB9 only

• Resource-related reports  

  Pay Statements
  Description		Type	Location
  Use the draft version of this report (in the Pay Resources function in Payables) to review what jobs and amounts for each resource are included in the current payroll. After closing payroll, archive a copy of the final version of this report (in Payables > Send Resource Pay Statements) for your reference and send resources their individual pages of the report.		Static report	Payables

  Sales Commission
  Description		Type	Location
  Lists all invoices that include a commission, grouped and subtotaled by resource or sales rep (account executive). Commissions are automatically generated from invoices on jobs initiated by a resource’s or sales rep’s client.		Static monthly report	Payables RB9 only

  Total Payable
  Description		Type	Location
  Lists all invoices still due to resources, grouped and subtotaled by resource, with a grand total that represents your current resources payable liability.		Static monthly report	Payables

  Additional Resource Production
  Description		Type	Location
  Lists all invoices that include additional pay, grouped and subtotaled by resource.		Static monthly report	Payables RB9 only

  1099 Pay Detail
  Description		Type	Location
  This interactive report lists all resources paid in a specified period, along with their pay amounts and other details.		Exportable yearly report	Payables RB9 only

  Resource Production
  Description		Type	Location
  Lists all invoices (including the page count) generated for the specified period, grouped and subtotaled by resource.		Static monthly report	Reports RB9 only

  Original Page Production
  Description		Type	Location
  Lists all jobs (including the page count) generated for the specified period, grouped and subtotaled by resource.		Static monthly report	Reports RB9 only

  Task Turnaround Analysis
  Description		Type	Location
  Summarizes by resource how quickly they turn around jobs on average for the specified period.		Static monthly report	Reports RB9 only

  Resource Activity
  Description		Type	Location
  View a resource’s next pay amount or the total payable, along with basic information about the invoices, such as invoice and pay amounts. Drill down to view complete details of individual invoices.		Exportable report	Inquiry

  Resource Analysis
  Description		Type	Location
  This interactive report summarizes a resource’s billing and payroll activities in different time periods, broken down by service. Includes sales and court taxes as separate line items so amounts match Client Activity reports.		Exportable report	Inquiry RB9 only

  Resource Billings Report
  Description		Type	Location
  Lists each service item and its pay amount, grouped and subtotaled by resource, one resource per page. If your firm currently provides resources copies of their invoices, you can provide this report instead. Resources can check that they are getting paid for their work that was billed without seeing all the details on the invoice to the client.		Exportable report	Receivables

  Override Resource Pay Inquiry
  Description		Type	Location
  Tracks payments issued via Override Resource Pay so you can audit these payments separately from resource pay totals.		Exportable report	Inquiry

• Tax-related report  

  Sales Tax
  Description		Type	Location
  Lists all invoices that include a sales tax amount, generated for the specified period.		Exportable report	Payables RB9 only

• Job-related reports  

  Daily Calendar Audit
  Description		Type	Location
  Lists how many jobs been scheduled or canceled for the specified period. Can also be used to review new entries for typos and other mistakes.		Exportable report	Calendar

  Job Printout
  Description		Type	Location
  Lists all of the jobs scheduled for a specified date range, with details about each job.		Static report	Calendar

  Job Analysis
  Description		Type	Location
  Lists all of new and canceled jobs in the calendar by firm, broken down by contact.		Static or interactive/exportable report	Calendar RB9 only

  Tasks in Progress
  Description		Type	Location
  This interactive report lists the backlog of tasks resources are working on, grouped by resource, in chronological order with the oldest first.		Exportable report	Calendar

  Send Overdue Tasks Report
  Description		Type	Location
  Lists the tasks a resource has missed their deadlines on, in chronological order, so each resource receives their own prioritized To-Do list of outstanding tasks.		Static report	Calendar

  Assignment Analysis
  Description		Type	Location
  Lists which resources have been assigned to jobs in a set space of time. Can be filtered to see what types of jobs and which cases resources are assigned to.		Static or interactive/exportable report	Calendar RB9 only

• Production-related reports  

  Production Sheets
  Description		Type	Location
  Tells the production staff what service items are needed and how many units to produce.		Static report	Production

  Daily Tracking Summary
  Description		Type	Location
  Lists all jobs with completed steps within a specified period.		Static daily report	Reports RB9 only

  Tracking Productivity Analysis
  Description		Type	Location
  This interactive report lists tracking items by item, by step, by manager or by resource for a specific time period, broken down by year, quarter, and month. Includes status of tracking items/steps.		Exportable report	Reports RB9 only

• RB Connect report  

  Activity Log
  Description		Type	Location
  This interactive report lists firms and contacts using your RB Connect and how often they access it during a specified period.		Exportable report	Connect RB9 only

• Other reports  

  Daily Balance Log
  Description		Type	Location
  Use this audit function to see accounts receivable balances for any date that transactions occurred, for example, if you need to reestablish a starting balance as of a certain date.		Exportable report	Receivables RB9 only

  Invoice Inquiry
  Description		Type	Location
  Lists posted invoices based on a set of search criteria, including dates, amounts, job, and/or case.		Exportable report	Inquiry

  Witness Inquiry
  Description		Type	Location
  Lists a single deponent or all deponents for a particular case or range of job dates.		Exportable report	Inquiry

  Receivable Transaction Inquiry
  Description		Type	Location
  Lists payment histories that match specific search criteria.		Exportable report	Inquiry

  Anniversary Inquiry
  Description		Type	Location
  Lists important client events, such as birthdays and anniversaries, based on a set of search criteria.		Exportable report	Inquiry RB9 only

  Marketing Inquiry
  Description		Type	Location
  Lists clients or resources in a range of categories.		Exportable report	Inquiry RB9 only

  Repository Download Log
  Description		Type	Location
  If RB9 is set up to track download activity (in Production System Preferences), this report lists all activity by contacts, resources, or users for a specific time period.		Exportable report	Tools RB9 only

• DIY reports  
  • Any results grid can be exported to create a report in Excel.
  • User can make own single-table reports using Query Maker. (RB9 only)
  • User can make custom reports with Data Reader plug-in. (RB9 only)