Account summary

<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 <span class="reference">Account Summary</span> report in the reports list or highlight the Incoming Calls <span class="reference">Account Summary</span> report and press Run now.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 report selection criteria 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>

<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<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>

<p>To select a period of your own, choose Customa Periodcustom 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<site</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 <span class="screenshotbutton">Run src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_10.png" alt="Account summary" />

Now</span> button.</p>

<h2>The results</h2>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/account_summary_113.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 Code</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>