Help Center > Cheat sheets

Cheat sheets

Shortcuts and At-A-Glance concepts to help you remember important information.

cheat sheets

RB repositories

RB9 has nine repositories where you store files for safekeeping and quick retrieval. This list of repositories tells you where they are located, suggested materials to upload to each one, and who can download published files online if you have RB Connect.

  1. Case  
    Where to uploadCase
    What to upload
    • Pre-discovery documents
    • Case word list
    If published, who can access through RB Connect
    • Any contact listed in the Case Parties tab with the Allow case-level repository access box checked
    • Any resource assigned to any job belonging to the case
  2. Job  
    Where to uploadJobs
    What to upload
    • Notices
    • Errata Sheets
    • Copy Order Forms
    If published, who can access through RB Connect
    • Any contact listed in the Job Parties tab with the Allow job-level repository access box checked
    • Scheduling contact
    • Any resource assigned to the job
  3. Witness  
    Where to uploadTurn-in
    What to upload
    • Transcripts
    • Exhibits
    • Reporter’s bill
    • Depo videos/audio files
    If published, who can access through RB Connect
    • Any contact who is ordering for the witness
    • Any contact listed in the Job Parties tab with the Allow witness-level repository access box checked (3rd party access)
    • Any resource assigned to the witness
  4. Invoice  
    Where to uploadBilling
    What to upload
    • Invoices
    If published, who can access through RB Connect
    • Sold To contact associated with the invoice
  5. Firm  
    Where to uploadFirm
    What to upload
    • Quotes
    • Contracts
    If published, who can access through RB Connect
    • Everyone in the firm
  6. Contact  
    Where to uploadContacts
    What to upload
    • Quotes
    • Contracts
    If published, who can access through RB Connect
    • The contact
    • Any contacts granted access to this contact
  7. Resource  
    Where to uploadResources
    What to upload
    • Contracts
    If published, who can access through RB Connect
    • The resource
  8. All-Resources  
    Where to uploadRepository
    What to upload
    • Files not related to a particular job, case, etc.
    • Billing sheet
    If published, who can access through RB Connect
    • All resources
  9. Location  
    Where to uploadLocation
    What to upload
    • Patient Authorization Forms For hospitals and doctors’ offices
    If published, who can access through RB Connect
    • Do not publish (for office use only)

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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Lists all invoices paid within the specified period, from first paid to latest paid.

     

    Exportable monthly report

    Receivables

    RB9 only

    Voided Invoices
    DescriptionTypeLocation

    Lists all invoices voided within the specified period, from oldest invoice to most recent. 

    Exportable monthly report

    Receivables

    RB9 only

    Gross Profit
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Summarizes each invoice (containing the specified service items), grouped and subtotaled by client. 

    Static monthly report

    Reports

    RB9 only

    Business Analysis
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Lists all of the invoices for which you generated or cleared finance changes today or other time period.

    Exportable report

    Receivables

    Liability Balance Log
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation
    Lists all reward points activity within a specific time period.

    Exportable report

    Payables

    RB9 only

    Reward Points Analysis
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Lists all invoices that include additional pay, grouped and subtotaled by resource.

     

    Static monthly report

    Payables

    RB9 only

    1099 Pay Detail
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Summarizes by resource how quickly they turn around jobs on average for the specified period.

    Static monthly report

    Reports

    RB9 only

    Resource Activity
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation
    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Lists all of the jobs scheduled for a specified date range, with details about each job.

    Static report

    Calendar

    Job Analysis
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Tells the production staff what service items are needed and how many units to produce.

    Static report

    Production
    Daily Tracking Summary
    DescriptionTypeLocation

    Lists all jobs with completed steps within a specified period.

    Static daily report

    Reports

    RB9 only

    Tracking Productivity Analysis
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    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
    DescriptionTypeLocation

    Lists posted invoices based on a set of search criteria, including dates, amounts, job, and/or case.

    Exportable report

    Inquiry

    Witness Inquiry
    DescriptionTypeLocation

    Lists a single deponent or all deponents for a particular case or range of job dates.

    Exportable report

    Inquiry

    Receivable Transaction Inquiry
    DescriptionTypeLocation

    Lists payment histories that match specific search criteria.

    Exportable report

    Inquiry

    Anniversary Inquiry
    DescriptionTypeLocation

    Lists important client events, such as birthdays and anniversaries, based on a set of search criteria.

    Exportable report

    Inquiry

    RB9 only

    Marketing Inquiry
    DescriptionTypeLocation

    Lists clients or resources in a range of categories.

    Exportable report

    Inquiry

    RB9 only

    Repository Download Log
    DescriptionTypeLocation

    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)