<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>On the Reports screen, either double-click on the Account Summary Report in the reports list or highlight the Incoming Calls report and press Run now.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plusprofessional/customaccount_reportsummary_1.png" alt="CustomAccount reportsummary" />
<p>Many<p>The offollowing thereport reportsselection availablecriteria on TIM Plus focus on a particular
area. The Custom report is the most flexible report on the system and
as the name suggests is completely customisable. You can create almost
any conceivable report and if you want to save for future use, you
simply save it to <span class="button">My reports</span> and allocate your own friendly name to it
so it remains available for future use.</p>
<p>The Custom report can comprise of any number of filters and there are
numerous options available to allow you to display the data output in
the most appropriate way.</p>
<h2>Understanding the Results</h2>
<p>When selecting <span class="reference">Web</span> as the output format, this report will appear as above.</p>
<p>The Web format allows for complete flexibility when viewing any report. To view details of any filters or selection parameters used in creating this report, simply click on <span class="link">About this report</span> at the top right of the page.</p>
<p>All headers are clickable allowing you 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:</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh" width=110>Header</th>
<th class="confluenceTh">Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Date & Time</b></td>
<td class="confluenceTd">This column shows the date and time when the call was made.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Source</b></td>
<td class="confluenceTd">This column shows the identity of the person who made the call i.e. If a user name is present it will show the name, if there is no name associated with the user, only the extension
name will show.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>CLI</b></td>
<td class="confluenceTd">This column would show the caller line identification of the caller.
</td>window appears:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_2.png" alt="Account summary" />
<h4>Select a report period</h4>
<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 below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_3.png" alt="Account summary" />
<p>The default is set to Last Month (the period from the first day to the last day of the previous calendar month, and NOT the last 30 days).</p>
<p>To select a period of your own, choose Custom Period from the list, then enter your start and end dates and times in the boxes provided:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_4.png" alt="Account summary" />
<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/account_summary_5.png" alt="Account summary" />
<h4>Choose an extension group</h4>
<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>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_6.png" alt="Account summary" />
<h4>Select a tariff</h4>
<p>You can choose to report only on calls made using a specific tariff by selecting the tariff as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_7.png" alt="Account summary" />
<h4>Specify an account code(s)</h4>
<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>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_9.png" alt="Account summary" />
<h2>Creating the Report</h2>
<p>When you have chosen a reporting period, and are happy with your selections, click on the Run Now button.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_10.png" alt="Account summary" />
<h2>The results</h2>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_11.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>Route<><b>Account Code</b></td>
<td class="confluenceTd">This column shows the number or location dialled e.g. 07828 123 456.
Account code(s) that the report was run against.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Destination<><b>Tariff</b></td>
<td class="confluenceTd">This isshows the locationtariff nameused associatedto withcost the number dialled. Please note that any number can be customised with its own specific duration in the locations field of the Directory.
calls.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Response<><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>Duration<><b>Total Duration</b></td>
<td class="confluenceTd">The total duration field shows the total of time spent on thecalls callfor in hh:mm:ss format.
this account code.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Cost<><b>Total Cost</b></td>
<td class="confluenceTd">This>The is the total cost of thecalls call.for Pleasethis note that on multi-national sites the cost would normally be set to appear in local currency.
account code.</td>
</tr>
</tbody>
</table>
<p>If you would like to go back and view any report for a larger section of the organisation, simply click on the appropriate link in the breadcrumb as shown below:</p>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_plus/breadcrumb.png" alt="Breadcrumbs" /> |