Tag Archives: Reports

Lesson #86

Reports – Client Rating Report function

This report lists all invoices (starting with O&1), grouped and subtotaled by client. Each client is listed with the number of originals and amount billed for originals, number of copies and amount billed for copies, combined totals, their outstanding balance, and payment history.

Default is all invoices posted today in descending order by amount, grouped by firm and contact who ordered the services billed (Sold To Firm).

• Each firm’s listing includes their address and phone number to help you identify them correctly.
• Contacts with qualifying original and/or copy orders appear under their firm name with their posted invoice details broken out.
• At the end of the report, grand totals for each column are listed.
• The report’s footer displays the searched by date (today) above the timestamp.

Customize your reports

You can generate reports for:

• Different date ranges
• Firms that are responsible for paying the invoices (Bill To Firm)
• Subsidiary firms that belong to one parent firm
• A single Sold To or Bill To Firm
• Firms in specific Billing Rate Group(s)
• One or more of your company’s business units

You can sort the list by amount or alphabetically by firm name. Sorting by amount lists clients in descending order starting with total amounts billed for originals, then copies. Sorting this list by amount can generate a holiday gift list. The report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, or if generating a report for a single firm. If you select two or more items in a list, the report will display that as “(multiple values selected).”

You can also choose a summary version that gives each client one line in the report that lists the firm name, the same original and copy breakdowns and combined totals for the firm, their outstanding balance and payment history, It also hides any zero amounts, making it easier to see the other amounts at a glance.

You can search for a word or phrase in the onscreen report. MR9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur. Export the report in a variety of formats to save it and/or edit in another application, or print it.

TL;DR: Generate reports rating clients on original and copy orders. One use of this report is to generate a holiday gift list based on the amounts shown.

MR9 concepts in this lesson

Billing Rate Groups: Umbrella structures that categorize your billing rates.

Bill To Firm: The firm responsible for paying the invoice for a job, usually the Sold To Firm but can be a third party, such as an insurance agency.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Firm: Business you provide services to, usually law firms.

Parent Firm: Headquarters of a multi-branch corporation.

Sold To Firm: Firm that ordered the services on the invoice.

Lesson #85

Reports – Misc. Sales function

Beyond originals, copies, exhibits, rush charges, mileage, and attendance are a whole host of other charges you bill to your clients called miscellaneous service items. The Misc. Sales report summarizes billed miscellaneous charges by client for a specific date range.

When you set up MR9, you organized your miscellaneous service items into groups of related items called Service Item Subgroups. For example under the Service Item Subgroup “Delivery” you included all of the delivery options you offer, e.g., FedEx, UPS, USPS, courier, DHL, shipping & handling. The Misc. Sales report covers one Service Item Subgroup at a time.

Today’s miscellaneous sales

The default Misc. Sales report shows all miscellaneous charges that are part of your first Service Item Subgroup that were included on any invoices posted today. Service item charges are broken down by firm billed — and the firm totals are further broken down to each contact at the firm that was billed for the relevant service items. Each firm’s listing includes their address and phone number to help you identify them correctly.

Each contact line on the report lists:

• Contact’s name
• Number of times they were billed for the service item
• Total amount they were billed
• Average amount they were billed

A firm totals line appears after each firm’s contact listings. At the end of the report grand totals for the 3 amounts (number of times billed, total amount billed, and average amount billed) are listed.

Other miscellaneous sales reports

You can generate reports for:

• Different date ranges
• Different Service Item Subgroups
• A single service item or several from the same subgroup
• Service items posted for all firms under a single Parent Firm
• Service items posted under one or more of your company’s business units

One way to use this report is to find out which clients are buying services you introduced recently.

You can have the results listed in alphabetical order of the billed firm’s name or in ascending order of the total amount billed. And you can have the report compile results from all contacts in each firm into single firm-wide entries in the list.

The report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, and service items. If you generate a report for a single service item or several from the same subgroup, the service items searched will appear at the top of each page of the report. If you select two or more items in the Business Units list, the report will display that as “(multiple values selected)” in the footer.

You can search for a word or phrase in the onscreen report. MR9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur. Export the report in a variety of formats to save, share, and/or edit in another application, or print it.

TL;DR: View miscellaneous sales charges totals & averages by contact and firm.

MR9 concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Contact: Person who works for a firm you do business with.

Firm: Business you provide services to, usually law firms.

Parent Firm: Headquarters of a multi-branch corporation.

Service items: Regular charges that you bill to your clients.

Service Item Subgroups: Groups of related service items that make billing faster, because instead of scrolling through a long undifferentiated list of all of your miscellaneous service items, you can locate individual items quickly in their small subgroups.