RB User Guide > Inquiry > Marketing Inquiry > Evaluating your business by resource

Finding zero-pay resources

RB9 only

Find resources that had no payable amounts during a particular time period.

1. Select resource status

   1. Inquiry > Marketing Inquiry
   2. Select Resources in Category drop-down.
   3. Select No Payroll in Type drop-down.

2. Update required information

   *Pay Date From/*Pay Date To (required) default is current month to date. To view resources within a different time period, change date range (see Date Navigator).

3. Restrict results

   Notification Type – Default is Main. Click to select one or more email categories to search by. See Managing notification emails.

4. 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.

   NOTE: Save the results

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

Reference

• Date Navigator

Step-by-step instructions

• Finding new resources
• Finding your busiest resources
• Finding highest compensated resources
• Finding highest commissioned resources
• Managing notification emails
• Updating resources
• Printing envelopes and labels
• Exporting & printing results