Account Summary

<a id="Running the report"></a>

<h2>Introduction</h2>

<p>Provides details of costs and durations of calls associated with account-code-tagged calls.</p>

<p>This allows you to report on how many calls have been made on behalf of a
particular account, the cost of these calls and shows the total
duration spend on these calls.  Account codes are most frequently
used by hospitals, solicitors and organisations based in advertising.</p>

<h2>Running the report</h2>

<p>Click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/reports_button.png" /> function button, on the top right-hand side of the main application window to access the <span class="reference">Reports</span> screen.</p>

<p>From this screen, either double-click on the <span class="reference">Account Summary</span> report in the reports list or highlight the <span class="reference">Account Summary</span> report and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/run_now_button.png" /> button, as shown below:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_1.png" alt="Account Summary" />

<p>The following <span class="reference">Report Selection Criteria</span> window appears:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_2.png" alt="Account Summary" />

<h4>Select a report period</h4>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/report_period.png" alt="Account Summary" />

<p>You need to select a time period for which you want the report to produce information for.  You can select a pre-set period from the drop-down list, as shown above.</p>

<p>The default is set to  <span class="keyword">Last Month</span> (the period from the first day to the last day of the previous calendar month, and NOT the last 30 days).</p>

<h4>Or enter your own custom period</h4>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/custom_period.png" alt="Account Summary" />

<p>If you want to specify a period not shown in the list, go back to the <span class="reference">Select a report period</span> field and select <span class="keyword">Custom
Period</span> from the drop-down list and then enter your <span class="reference">Start</span> and <span class="reference">End</span> dates and times manually
into the boxes provided, as shown above.</p>

<h4>Choose a site</h4>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/choose_site.png" alt="Account Summary" />

<p>If your system is set-up for multiple sites, you have the option of
selecting a particular site here.  Select the blank line (or leave
the box empty) to report on all of your sites.</p>

<h4>Choose an extension group</h4>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/choose_extension_group.png" alt="Account Summary" />

<p>You may want to concentrate on a specific group of extensions; in this
case, select the group of interest from the drop-down list, or leave
blank so as not to specify a particular extension group.</p>

<h4>Select a tariff</h4>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/tariff_account_summary.png" alt="Account Summary" />

<p>You can choose to report only on calls made using a specific tariff by selecting the tariff.</p>

<h4>Specify an account code(s)</h4>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_codes.png" alt="Account Summary" />

<p>This allows you to enter the account code or codes you would like to report against.  If reporting on more than one code, simply commas separate.</p>

<h2>Creating the Report</h2>

<p>When you have chosen a reporting period, and are happy with your selections, click on the <span class="button">Run Now</span> button.</p>

<h2>The results</h2>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_3.png" alt="Account Summary" />

<p>The report includes the usual headings, including the report's title, any Friendly Name you assigned to it, the period of the report, and any options you selected in the report's selection criteria window.</p>

<p>The body of the report consists of a detailed table showing a breakdown of each half-hour timeslot in the day.</p>

<table class="confluenceTable">
	<tbody>
		<tr>
			<th class="confluenceTh">Column header</th>
			<th class="confluenceTh">Description</th>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Account</b></td>
			<td class="confluenceTd">This shows the Account code(s) that the report was run against.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Tariff</b></td>
			<td class="confluenceTd">This shows the tariff used to cost the calls.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Chargeband</b></td>
			<td class="confluenceTd">This breaks the calls down to show the different chargebands used.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Total Duration</b></td>
			<td class="confluenceTd">The total duration of time spent on calls for this account code.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Total Cost</b></td>
			<td class="confluenceTd">The total cost of calls for this account code.</td>
		</tr>
	</tbody>
</table>