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If you want to select a particular route for calls, enter the number in the field provided.
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Creating the report
When you have selected a reporting period and have chosen the report's criteria, click on the button, as shown below:
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The report's results
The results of this report consists of summary call information for each extension group, or individual extension if a group was selected during the criteria selection process.
Below is an example of this report's output:
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The heading of the report will display its title, any friendly name you assigned to it, the period of the report and any options you have selected in the report's selection criteria window.
A description of each column header is described below:
Column header | Description |
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Department | The name of each extension group for which the system logged calls. If an extension group is missing from this list, no calls were registered for that group of users for the time period the report was run. |
Cost | The cost of all calls for the selected report period. |
Tax | The amount of tax charged |
Total Cost | The total cost of all calls, including the tax |
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<h2>Introduction</h2> <p>A simple, quick, easy-to-use, report allows Business Centre Managers to see at a glance which clients are and are not making calls, providing a line-by-line total of fixed charges and call costs for each extension group.</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">Business Centre Summary</span> report in the reports list or select the <span class="reference">Business Centre 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/business_centre_summary_1.png" alt="Business Centre Summary" /> <p>The following <span class="reference">Report Selection Criteria</span> window will be displayed:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre_summary_2.png" alt="Business Centre Summary" /> <h4>Enter the billing period</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_period.png" alt="Business Centre Summary" /> <p>Select a time period over which calls made will be included in the bill, from the drop-down list, as shown above.</p> <p>The default period is <span class="keyword">Last Month</span>. This means the last calendar month - NOT the last 30 or 31 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_billing_period.png" alt="Business Centre Summary" /> <p>If you want to specify a period not shown in the list, go back to the <span class="reference">Enter the billing 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 to report on (optional)</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/choose_site_to_report_optional.png" alt="Business Centre Summary" /> <p>If your system is set-up to administer 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>Adjust how the bill is calculated</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/bill_calculation.png" alt="Business Centre Summary" /> <p>You have two options available:</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh">Bill calculation</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><b>Mark up on each call</b></td> <td class="confluenceTd">You can add a percentage mark-up to each call. To do this, enter the percentage you would like to mark the call up by here.</td> </tr> <tr> <td class="confluenceTd"><b>Surcharge per call</b></td> <td class="confluenceTd">You may want to have a surcharge on each call. A surcharge is a fixed amount that is added to the original cost of the call.</td> </tr> </tbody> </table> |
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