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<h2>Introduction</h2>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/custom_report.png" alt="Custom report" />
<p>Many of the reports available 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>
</tr>
<tr>
<td class="confluenceTd"><b>Route</b></td>
<td class="confluenceTd">This column shows the number or location dialled e.g. 07828 123 456.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Destination</b></td>
<td class="confluenceTd">This is the location name associated with the number dialled. Please note that any number can be customised with its own specific duration in the locations field of the Directory.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Response</b></td>
<td class="confluenceTd">.................................
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Duration</b></td>
<td class="confluenceTd">The duration field shows the total time spent on the call in hh:mm:ss format.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Cost</b></td>
<td class="confluenceTd">This is the total cost of the call. Please note that on multi-national sites the cost would normally be set to appear in local currency.
</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" /> |
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Task1 | Introduction |
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Task2 | Running the report |
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Task3 | Creating the report |
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Task4 | The report's results |
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Introduction
The Account Summary report produces a type of phone bill for tracking how much billable time you've spent with each client, grouping its results by account code.
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In order to use this report, your telephone system needs to be capable of providing account code information as part of its call logging data. |
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Running the report
Access the
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A new window will open, allowing you to configure the parameters of your report:
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Select a report period
For each report, you must specify a time span that covers the calls you want the report to include.
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There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:
Period | Description |
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Today | The start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59. |
Yesterday | The start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59. |
This week | The start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
Last week | The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59. |
This month | The start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
Last month | The start date for this period is set in three stages: The day is set to the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
This year | The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
All calls | The start and end dates and times are set to the dates and times of the first and last call in the entire call database, respectively. |
In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the drop-down list and specifying your own Start and End dates, as shown below:
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Choose a site
If your system is set up to log multiple sites, you can select a particular site from the drop-down list. To report on all sites, select the blank line.
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Choose an extension group
To further limit your report's results, you can select a particular group to report on from the drop-down list. To report on all extension groups, select the blank line.
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Select a tariff
To report on calls made using a specific tariff, select a tariff from the drop-down list, as shown below:
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Specify an account code(s)
To produce a report consisting only of calls that were made using a particular account code(s), enter the account code(s) in the field provided.
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To report on more than one account code, separate each code using a comma.
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Creating the report
When you have selected a reporting period and have chosen the report's criteria, click on the Run now button, as shown below:
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The report's results
The results of this report will display a breakdown of calls grouped by account code.
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The header 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.
The body of the report is presented in tabular form and each column header contained in the report is described in the table below:
Column header | Description |
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Account | This shows the account code(s) that the report was run against |
Tariff | This shows the tariff used to cost the calls |
Chargeband | This breaks the calls down to show the different chargebands used |
Total Duration | The total duration of time spent on calls for this account code |
Total Cost | The total cost of calls for this account code |