Set parameters
- Reports > Client Rating Report
- In the Search By pane, specify the following search filters:
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Post Date From/Post Date To
Enter an invoice date range. See Date Navigator. Invoices posted for the specified period will be summarized.
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Group By
- Sold To – Default. Firm that ordered service items.
- Bill To – Firm that is paying the invoice.
Sold To Parent Firm/Bill To Parent Firm
Leave blank unless you want to analyze the rating for (subsidiary) firms that belong to a particular parent firm.
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Sold To Firm/Bill To Firm
Leave blank unless you want to analyze the rating for a particular firm.
Billing Rate Group
Default is ALL. To limit which groups to search, click
(see Lookup panel). Billing Rate Groups are set in Lists > Accounting. Sort By
- Amount – Default. To see report in descending order starting with amounts for Originals, then Copies.
- Firm Name – To see report in alphabetical order.
Show Detail
- Yes – Default. Shows amounts attributable to contacts within firms.
- No – To see amounts summarized by firm and any zero amounts hidden.
Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.
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View results
Click 
. RB9 lists all of the invoices that meet the specified search condition(s) as a report. The search criteria used to generate the report appear at the bottom of each page of the report above the timestamp.