How to use the Origination Report.
Origination Reporting is part of Rocket Matter's Advanced Analytics Module.
The Origination Report will tell you who is bringing in Clients for the firm, what payments have been brought in by Clients, and what portion of those payments have gone toward fees and costs.
To use the Origination Report, you must first specify an originator for a Client. Then, the 'Origination Report' will show you the originator of Client payments with a breakdown of what portion of those payments have gone toward fees and costs.
Origination Report details include the Originator, Client, Invoice, Invoice Amount, Payments, Paid to Fees, and Paid to Costs.
1. Assign an originator to a Client.
An originator can be a Rocket Matter user or any Contact in your Rocket Matter records. The originator field can be populated when you create a new Contact, or when you edit a Contact record.
When Matters are created for a Client, the Client's originator is automatically assigned to that Client's Matters. The originator field can be accessed from the 'Related Contacts' section of a Contact record, or in the 'Related Contacts' section of a Matter.
a. Navigate to the Contact record and click the 'pencil' icon in the 'Related Contacts' section.
If the Client doesn't already exist in your Rocket Matter Contacts, you can add a Contact.
b. Assign an originator by entering their name in the 'Originator' field. As you begin typing, Rocket Matter will provide a list of users. Select the user's name and click 'OK'.
2. Select 'Reports' from the left-hand navigation panel.
a. Scroll down to 'I want to see originator for all clients' and select 'Run Report'.
c. Select 'Run report now', or, select 'Edit Filters' to specify a time frame, Originator and/or Client. Originator and/or Client fields can be left blank to list all Originators and/or Clients. Select 'Apply Filters' to run the report.
d. Select filter and viewing options.
e. 'Show Full Screen' will expand your report to full screen visibility.
f. Select filter, viewing options, and pagination buttons to customize full screen view.
g. The 'Report Summary' gives you report totals for each column.
Origination Report results can be exported in .CSV format by selecting the 'Export Report' button.
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or [email protected].