Finding your busiest resources

RB9 only

Find resources that had the most assignments during a particular time period.

Select resource status
1. Inquiry > Marketing Inquiry
2. Select Resources in Category drop-down.
3. Select Top N Assigned in Type drop-down.
Update required information

*Job Date From/*Job Date To (required) default is current month to date. To view resources on jobs within a different time period, change the date range (see Date Navigator).
Restrict results

With Top N Assigned selected in Type, use the additional search filters to narrow the results returned, if desired:
- Top N
  Default is 100 resources. To search for a different amount of resources, update the number in this field.
- Business Units
  Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units.
- Notification Type
  Default is Main. Click to select one or more email categories to search by. See Managing notification emails.
View resources & print envelopes/labels

Click . All resources that fit the search criteria appear in the results pane.

To view/update a resource’s details, click their hyperlinked Resource listing. See Updating resources.
To print envelopes/labels:
1. Check the box next to Resource in the header to select all results, or check the box(es) next to individual resource(s) to select specific results.
2. Click Print Envelopes and Labels. See Printing envelopes and labels.

To export and save the results, click export button and select an export file type. See Exporting & printing results.