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This section allows you to further narrow down your report results, by excluding certain types of calls or sorting the results in a particular manner. The filters are fairly self-explanatory. For example, if you would like to exclude weekend calls from the report, simply tick the option to exclude weekend calls. If you would like to ignore missed calls shorter than a specific duration, simply enter the duration in the box.
Selecting the report options
This section allows you to further narrow down your report results, by excluding certain types of calls or sorting the results in a particular manner. The filters are fairly self-explanatory. For example, if you would like to exclude weekend calls from the report, simply tick the option to exclude weekend calls. If you would like to ignore missed calls shorter than a specific duration, simply enter the duration in the box.
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Exclude transfers
Select this option if you would like to exclude transfers when running a report.
Summary only
When running a report, you may not want to display in the results every call lost. If you want to only show a summary of lost calls - instead of listing all calls - tick the box
as shown below:
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| Filter | Sort results by |
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| Value | Date & time |
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Group calls by
Choose from the list provided the criteria you want to group your results by.
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| Filter | Group calls by |
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| Value | User |
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Selecting the report format
This section allows you to choose the output format of your report. To select the desired format, click on the drop-down list and choose from the available options: Web, PDF, Excel, CSV and XML. More details about each report format are available in the Setting the report format section above.
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Creating the report
When you have chosen a reporting period, and are happy with your selections, you have two options:
- run the report now
- schedule the report for future delivery
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If you click on the Run now button, the report will run instantly in your chosen format.
If you want to schedule the report to run at a later time, follow the instruction given in the Schedule a report section.
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The report's results
When selecting WEB as the output format, this report will appear as below. To view details of any filters or selection parameters used in creating this report, simply click on About this report on the top-right corner of the page.
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As with all reports, the header of the report includes:
- the report title
- the date and time of the report
- the name of the report, if applicable
The WEB format allows for complete flexibility when viewing any report. All headers are clickable, allowing you to re-arrange the report layout in seconds, to sort the calls in ascending or decending order based on the header clicked.
The headers of this report are as follows:
| Header | Description |
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| Date & Time | This column shows the date and time when the call was made. |
| Dialled number | The telephone number that was dialled. |
| Destination | This is the location name associated with the number dialled. Please note that any number can be customised with its own specific duration in the locations field of the Directory. |
| Duration | The duration field shows the total time spent on the call in hh:mm:ss format. |
| Cost | This is the total cost of the call. Please note that on multi-national sites the cost would normally be set to appear in local currency. |
| Subtotal | The subtotal cost of all outgoing calls for each user, made during the period covered by this bill excluding any local taxes. |
| Bill total | The total cost of all outgoing calls made during the period covered by this bill excluding any local taxes. |
| Tax (20.0%) | The amount of any local tax that applies to the bill. The tax rate is settable. |
| Total payable | The total amount payable, including any taxes. |
If you would like to go back and view this report for a larger section of the organisation, click on the appropriate link in the breadcrumb, as shown below:-
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<h2>Introduction</h2>
<p>Primarily for use in situations where you need to produce a telephone bill for a client or group of clients, for example in a
business centre, a hospital, or other organisation with a front-of-house function. The result is a fully-fledged telephone bill
- in the same style as one you'd expect to receive from a telephone company. See the section on customising reports for
information about how change the complete look and feel of the bills you produce e.g. including your own logo at the top
of the bill.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/phone_bill_1.png" alt="Phone bill" />
<h2>Marking up calls</h2>
<p>The markup to calls is added at <span class="reference">Directory</span> level. This means that users can be given access to all reports, if required and
see the marked up cost rather than the "real cost".</p>
<p>It also means the user does not have to remember to add a markup each time the report is run as it will automatically be
added.</p>
<p>To add a markup to calls for any group, go to the Directory and select the group you would like to mark-up, then select
<span class="button">Properties</span> as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/phone_bill_3.png" alt="Phone bill" />
<p>The following pop-up box will appear. Simply select the <span class="button">Charge</span> tab and add the markup required as shown below.
In the example below a 40% markup will automatically be added to all calls in this group.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/phone_bill_4.png" alt="Phone bill" />
<h2>Running the report</h2>
<p>On the <span class="reference">Reports</span> screen, click on <span class="reference">Phone bill</span> in the reports list and then press the <span class="button">Select this report</span> button.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/phone_bill_2.png" alt="Phone bill" />
<p>The following report selection criteria window appears:</p>
<h4>Reporting period</h4>
<p>Every report requires a period to run over. This is generally defined as the "Reporting period".</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/period_screen.png" alt="Phone bill" />
<p>There are several pre-defined periods that can be selected from a simple drop-down list as shown above.</p>
<p>The built-in periods are based on a standard Gregorian calendar and are defined as follows:</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh" width=98>Period</th>
<th class="confluenceTh">Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Today</b></td>
<td class="confluenceTd">The start date and end date is set to the current date. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Yesterday</b></td>
<td class="confluenceTd">The start date and end date is set to the current date minus one day. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This week</b></td>
<td class="confluenceTd">The start date is set to the Monday of the current week, whilst the end date is set to the current day. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last week</b></td>
<td class="confluenceTd">The start date is set to the last Monday, whilst the end date is set to the start date plus seven days. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This month</b></td>
<td class="confluenceTd">The start date is set to the 1<span class="exponent">st</span> day of the current month and the end date to today. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last month</b></td>
<td class="confluenceTd">The start date for this period is set in three stages. The day is set to <span class="keyword">01</span>, the month is set to the current month minus one, or in the case of January,
it is set to <span class="keyword">12</span>. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to
<span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This year</b></td>
<td class="confluenceTd">The start date is set to the first day of the first month of the current year. The end date is set to today's date. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>All calls</b></td>
<td class="confluenceTd">The start date is set to the date of the first call in the database, whilst the end date is set to the date of the most recent call in the database. Times are also set to the times of the first and last calls in the database.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Custom period</b></td>
<td class="confluenceTd">Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates.</td>
</tr>
</tbody>
</table>
<p>If you want to be more specific, you can choose the <span class="keyword">Custom period</span> from the bottom of the drop-down list. This option
will allow you to define the start date and end date yourself, as shown below. When you need to be even more specific,
you can also choose a start time and end time.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/custom_period_screen.png" alt="Phone bill" />
<p>When the report is executed, if the user has selected an in-built period, the reporting engine simply substitutes the start
and end dates based on the current date and the period the user selected.</p>
<p>Once you have set the report's period, click on the <span class="button">Next</span> button to set more of the report's features or select the <span class="button">Finish</span> button to run the report.</p>
<h4>What do you want to report on?</h4>
<p>In addition to the reporting period, each report offers you the opportunity to define exactly what you want to report on. This is
generally a site, group or user.</p>
<h5>Site</h5>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/entity_screen_1.png" alt="Phone bill" />
<p>TIM Plus will allow you to log information from up to five sites. If you want to report on a specific site, select that site from
the drop-down list or to select all sites' data, leave it at the default <span class="keyword">All sites</span> as shown above.</p>
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