Producing turnaround analysis reports

RB9 only

This report summarizes by resource how quickly they turn around jobs on average for the specified period.

  1. Set parameters

    1. Reports > Task Turnaround Analysis
    2. In the Search By pane, specify the following search filters:
      • Date Type

        Order Date – Default. Select tasks for report based on job’s scheduled date or when transcripts were ordered by the client for a previously billed job.

        Turn In/Completed Date – Select tasks for report based on when they were completed by the resource.

      • *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 turn-around time of a particular resource. To see report for a single resource, see Looking up resources.

      • Task

        Parts of jobs requiring separate resources. Default is ALL. Click lookup button to restrict search to specific tasks (see Lookup panel). Task options are set in Lists > Jobs.

      • Show Detail

        Yes – Default. Produces a list of all turned-in jobs grouped by resource.

        No – Produces a summary list showing number of tasks and average turnaround in days for each resource.

      • Business Units

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

  2. View results

    Click search button. RB9 summarizes all of the tasks that meet the specified search condition(s) grouped by resource 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.
NOTE: Turnaround does not include weekends

Weekends are excluded in calculating the average days for completion.

Reference
Step-by-step instructions