Producing resource production reports

RB9 only

View all invoices (including the page count) generated for a specific period, grouped and subtotaled by resource. Print out office copies and resource copies (which exclude invoice amounts).

  1. Set parameters

    1. Reports > Resource Production

    2. In the Search By pane, specify the following search filters:

      • Date Type

        Post Date – Default. Invoices posted for the specified period will be summarized.

        Job Date – Shows invoices based on the invoice’s related job date.

      • *Date From/*Date To

        Required. Works with Date Type. Default is today. Enter a date range. See Date Navigator.

      • Resource

        Leave blank unless you want to analyze the production for a particular resource. To see report for a single resource, see Looking up resources.

      • Resource’s City

        Enter a city name to see which resource is producing the most in that city.

      • Original/Copy

        Default is ALL. Select Original Only to restrict search to originals. Select Copy Only to restrict search to copies.

      • Type

        Default is Office Copy. Select Resource Copy to produce report without invoice totals.

      • Show Detail

        Default is Yes. Click to select No to print the report in summary format.

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click lookup button to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

  2. View results

    Click search button. RB9 summarizes 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.

  3. Export/print results

    Export the report to save it and/or edit it in another application, or print it. See Printing invoices, statements & reports.
Reference
Step-by-step instructions