RB User Guide > Program Basics > RB Interface > Function layout

Using interactive reports

Unlike most results grids in RB, interactive reports do not look like other grids and are manipulated differently. Interactive reports have initial summary views which you can then drill down into for more details by clicking column and row headers.

Some functions offer both static and interactive reports, so you can view/use the information in the best way for your purpose.

In all interactive reports, RB displays a snapshot of the relevant data in a selected time frame. Years are displayed in the column headers, and the type of data being searched, such as clients, resources, service items, or tracking items, are listed in rows.

If there are multiple data points for the report, such as in the Job Analysis report (RB9 only) where it tracks scheduled and cancelled jobs, each year is further broken down into subheaders, in this case scheduled jobs, cancelled jobs, and net jobs.

If data types has subgroups, they sometimes will include subtotals for the subgroups when viewing the reports in the detailed or expanded view.

Grand totals are included for each row and column in the report grid.

1. To view more details in an interactive report, click next to:

   • A date header to see a breakdown by month for the selected year.

     If you selected the option to show quarterly details when setting up your search criteria for the report, clicking next to the year reveals the breakdown by quarter. Clicking the quarter would reveal the monthly breakdowns within the quarter.

   • A row header to see the next level of the row’s details. For example, clicking a firm name would open out a list of contacts at the firm and break down the firm data displayed to the contact level.
   • If you want to see all details at once in a report, click Expand/Collapse >
     • Expand Date – to see all monthly breakdowns.
     • Expand [relevant row header] – to see results broken down by all row subheaders.

2. If you want to quickly return to the initial view, click Expand/Collapse > Collapse Date and Expand/Collapse > Collapse [relevant row header].

   You can also click the next to individual headers to close their subheaders.

Reference

• Results pane
• Job Analysis
• Assignment Analysis
• Client Analysis
• Resource Analysis
• Reward Points Analysis
• Business Analysis
• Tracking Productivity Analysis
• Activity Log

Step-by-step instructions

• Knowing who is calling
• Analyzing job assignments by resource
• Summarizing client activity
• Summarizing resource activity by service item
• Analyzing point activity
• Analyzing your business
• Analyzing tracking productivity
• Tracking RB Connect activities