Organisation drill-down

<h2>Introduction</h2>

<p>A simple, quick, easy-to-use, fully-clickable report which begins with
a complete summary of all extension groups' activity (outgoing and
incoming calls) and each group's total call costs.  Click on the
group you're interested in, and the report zooms in to show the same
summary information for each individual extension in that group. 
Zoom in further by clicking on a particular extension, and the report
will show you a detailed log of all activity on that extension.  An
added bonus of this report is its ability to identify calls on
extensions that you mightn't have thought even existed! These are
shown separately at the foot of the extension groups, and can
sometimes create a few surprises!</p>

<h2>Running the report</h2>

<p>On the Reports screen, either double-click on the Organisation Drill-Down report in the report list or select and press Run now as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_1.png" alt="Organisation drill-down" />

<p>The following screen will be displayed:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_2.png" alt="Organisation drill-down" />

<p>In order to run <h4>Select a report youperiod</h4>
need
to<p>Select tella TIMperiod whatover which you want tothe report on,to andproduce overinformation. what period,
byChoose selectingfrom theone criteriaof in the box as
shown above.  Sections with red headings are mandatory, blue headed
sections are optional.</p>

<h4>Billing period</h4>

<p>Select a time period over which calls
made will be included in the bill, in-built periods from the drop-down list, as shown
below.:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_3.png" alt="Organisation drill-down" />

<p>The default period is set Last Month., indicating Thisthat means the report should cover the last calendar month, -and NOT the last 30 or 31 days.</p>

<p>If<p>To you want to specify choose a period notother shownthan in the listones listed, select Custom Period from the list, and then enter your Startstart and Endend dates and times manuallyfor into the period you want the boxesreport providedto cover, as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_4.png" alt="Organisation drill-down" />

<h4>Choose a site to report on</h4>

<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>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_5.png" alt="Organisation drill-down" />

<h4>Billing<h4>Drilling options<down</h4>

<h6>Include<p>Having operator-assisted calls</h6>

<p>By default, the bill includes all calls
made from an extension regardless of whether or not the call was
originally dialled by that extension, or by an operator on behalf of
that extension.  To exclude operator-assisted (or transferred
outgoing) calls, deselect the check box provided.seen the summary information for each extension group, you may wish
to see the same information for each individual extension in a
particular group.  Assuming
the Enable click-throughs option was selected in the report selection criteria
screen, each extension group will be coloured blue and underlined,
indicating a hyperlink.</p>

<p>Click on the extension group you're interested in, and a new report will be
produced showing the same summary information, but this time for each
individual extension in the selected group, as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_614.png" alt="Organisation drill-down" />

<h6>Include client's own LCR accesses</h6>

<p>Used in the billing platform version to
indicate that you would still like to bill for calls that didn't use
your network.</p>

<h4>How do you want the bill to look?</h4><p>Finally, by clicking on the hyperlink of a particular extension, a new report
is produced showing, in chronological order, the actual calls that
were made and received by that particular extension.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_715.png" alt="Organisation drill-down" />

<p>The output for this, the lowest level in the Organisation Drill Down
report, is slightly different than the previous summary screens. 
Because this is an itemised list of all calls made and received,
there is no summary information, and so there is a different
structure, as defined below:</p>

<table class="confluenceTable">
	<tbody>
		<tr>
			<th class="confluenceTh" width=150>Bill's look<>Column header</th>
			<th class="confluenceTh">Description</th>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Detailed><b>Date (itemised)& bill<Time</b></td>
			<td class="confluenceTd">This>The optiondate willand givetime you a complete itemised list of each call made
			by the billing entity you selectedthe call started.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Summary (cost only) bill<><b>Extension</b></td>
			<td class="confluenceTd">This>The optionextension willnumber give(including youthe aname summary of each billing entity's calls
			rather than a completely itemised listin brackets).</td>
		</tr>
	</tbody>
</table>

<h2>Creating the report</h2>

<p>When you have selected your desired billing options, chosen a billing period, and are happy with your
selections, simply click on the Run Now button.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_8.png" alt="Organisation drill-down" />

<h2>The results</h2>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_9.png" alt="Organisation drill-down" />

<p>The header and footer of the bill can
be completely customised, as described elsewhere in this manual.
Assuming the standard installation, your bill should show the billing
entity in the top-left corner, alongside your company logo in the
top-right.</p>

<p>The header will also show the billing
period including dates and times, followed again by the billing
entity.  If you allocated a friendly name to the report (during
scheduling), this report name will also feature in the header.</p>

<p>Following the header, the summary of
each billing entity is given, or in the case of an itemised bill,
each individual call made by the billing entity is shown, with the
date and time the call was started, the extension (and name)
responsible for the call, the destination and dialled number, the
duration of the call, and finally the cost including any surcharge
and mark-up.</p>

<p>If the billing entity includes more
than one extension, the bill is split up for each one enabling you to
see at-a-glance which extension made which calls.</p>	<tr>
			<td class="confluenceTd"><b>Destination</b></td>
			<td class="confluenceTd">The destination (place name) where the call terminated, or a brief description of the type of call if it was an incoming one.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>CLI</b></td>
			<td class="confluenceTd">The caller line identification of the incoming call will be shown here, if output.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Dialled Number</b></td>
			<td class="confluenceTd">The number dialled, in the case of an outbound call.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Trunk</b></td>
			<td class="confluenceTd">The number of the trunk carrying the call will be shown here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Response</b></td>
			<td class="confluenceTd">If output, the time taken to answer the call will be shown in the response field here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Duration</b></td>
			<td class="confluenceTd">The duration of the call in hours, minutes and seconds.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Cost</b></td>
			<td class="confluenceTd">The cost, if any, incurred by the call.</td>
		</tr>
	</tbody>
</table>