Account summary

<h4>Options</h4>

<p>Unlike Filters, Options differ depending on the report being run. Some 
reports do not have any options. Because all options are not available 
on all reports, only the options that can be used with the report 
selected will be shown. All other options will be greyed out and can not
 be selected.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_account_summary.png" alt="Options" />

<p>Upon selecting the Option, then click on the <span class="button">Add</span> button to add this option or just select the <span class="button">Close</span> button if you no longer want to include this Option.</p>

<p>A list with the available options for the Account summary report can be seen below:</p>

<h5>Exclude transfers</h5>

<p>Select this option if you would like to exclude transferred calls when running a report. For example if you were running Call analysis report on incoming calls and wanted to see only how well calls were answered when first presented, you would add the <span class="reference">Exclude transfers</span> option.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/exclude_transfers.png" alt="Exclude transfers" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>When this option is selected, all transferred calls are excluded in the results</li>
	<li><span class="keyword">No: </span>When this option is selected, transferred calls are included as standard</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Exclude weekends</h5>

<p>This gives you the option of excluding weekend calls from any results shown. To exclude weekend calls, simply select <span class="keyword">Yes</span> as your option.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/exclude_weekends.png" alt="Exclude weekends" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>When this option is selected, weekends calls are normally excluded from the report.</li>
	<li><span class="keyword">No: </span>Select this option to include weekend calls from reports</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Hide contacts</h5>

<p>This allows you to show the number only and not any associated contact name that you may have attached to the number.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/hide_contacts.png" alt="Hide contacts" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>Select this option to hide any contact names associated with a specific number</li>
	<li><span class="keyword">No: </span>When this option is selected, any contact name associated with a number will appear by default</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Sort results by</h5>

<p>When running this report, you may want to order the results to suit. You can select the criteria by which you want to order the results from the list as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_results_account_summary.png" alt="Sort results by" />

<ul class="content">
	<li><span class="keyword">Carrier: </span>Results are ordered based on the carrier used to route the call</li>
	<li><span class="keyword">Charge band: </span>Results are ordered based on the charge band used to cost the call</li>
	<li><span class="keyword">Count: </span>Results are ordered based on the number of calls</li>
	<li><span class="keyword">Total duration: </span>This option will sort results by total duration</li>
	<li><span class="keyword">Total cost: </span>This option will sort results by total cost</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Sort order</h5>

<p>Decide if you would like the results displayed in ascending or descending order.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_order.png" alt="Sort order" />

<p>You may choose to order the results in either ascending or descending order. Note that all web reports have clickable headers
so you can reorder on-the-fly. However for other reports e.g. PDF, it's best to decide on the Sort order before running. </p>

<ul>
	<li><span class="keyword">Ascending: </span>:Results are ordered lowest first</li>
	<li><span class="keyword">Descending: </span>Results are ordered highest first</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Ignore missed</h5>

<p>You may choose to ignore missed calls below a defined time e.g. 2 seconds. Because the ring time is so short, these calls are difficult to actually answer and therefore you may not want to exclude from the Account Summary report.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/ignore_missed.png" alt="Ignore missed" />

<p>As shown above, you have the option to insert the number of seconds above which your missed calls will be ignored.</p>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Audio only</h5>

<p>This option allows you to display only show calls that have an associated voice recording in the results</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/audio_only.png" alt="Audio only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>The report results will only show calls with an audio file attached.</li>
	<li><span class="keyword">No: </span>The report excludes all calls with audio attached.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Notes only</h5>

<p>This option allows you to display only show calls that have an associated note in the results..</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/notes_only.png" alt="Notes only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>The report results will only show calls with a note attached.</li>
	<li><span class="keyword">No: </span>The report excludes all calls with a note attached.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Scored only</h5>

<p>This option allows you to limit the search to scored calls only..</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/scored_only.png" alt="Scored only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>The report results will only show calls with a note attached i.e. calls that have been scored.</li>
	<li><span class="keyword">No: </span>The report excludes all calls with a score attached. i.e. all calls that have been scored.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h5>Added Options</h5>

<p>Once your options are added, they will appear under the <span class="reference">Options</span> section, as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_2.png" alt="Added Options" />

<h5>Delete an Option</h5>

<p>In order to delete an option, just select it with your mouse and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/red_delete_button.png"> button above it, as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_3.png" alt="Delete Options" />

<h2>Creating the report</h2>

<p>When you have chosen a reporting period, and are happy with your selectionsselection, you have two options:</p>

<ul>
	<li>Run the report now</li>
	<li>Schedule for future delivery</li>
</ul>

<p>To choose your preferred option, select the appropriate button.</p>

<p>If you choose to run the report now, click the <span class="button">Run now</span> button, as shown below. The results will appear immediately in your
chosen format.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/run_report.png" alt="Run report" />

<p>To schedule the report for delivery at a later date, follow the instruction given on the <a href="Schedule a report">Schedule a report</a> section.</p>

<h2>Account summary - 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>As with all reports, the header of the report includes the report title, any name you may have given to it, and the date and
time it was run.</p>

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

<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.</p>

<p>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>Carrier</b></td>
			<td class="confluenceTd">This column shows the carrier used to route the call.
			</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Charge band</b></td>
			<td class="confluenceTd">It shows the chargeband applied to the call.
			</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b><img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sigma.png" alt="Squiggle" /></b></td>
			<td class="confluenceTd">It shows the total number of calls to that chargeband.
			</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Total duration</b></td>
			<td class="confluenceTd">The total time spent on calls to that chargeband.
			</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Total cost</b></td>
			<td class="confluenceTd">The total cost of calls to that chargeband.
			</td>
		</tr>
	</tbody>
</table>

<p>In the above example, the numbers <b>'52001'</b>,<b>'52002'</b> etc. represent the account code.</p>

<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_enterprise/breadcrumb.png" alt="Breadcrumbs" />