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<h2>Introduction</h2>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/phone_bill.png" alt="Phone bill" />
<p>The Phone bill report is primarily for use in situations where you
need to produce a telephone bill for a client or group of clients, for
example in a business centre, a hospital, or other organisation with a
front-of-house function.</p>
<p>The result is a fully-fledged telephone bill - in the same style as one you'd expect to receive from a telephone company.</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>Dialled number</b></td>
<td class="confluenceTd">The telephone number that was dialled.
</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>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>
<tr>
<td class="confluenceTd"><b>Subtotal</b></td>
<td class="confluenceTd">The subtotal cost of all outgoing calls for each user, made during the period covered by this bill excluding any local taxes.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Bill total</b></td>
<td class="confluenceTd">The total cost of all outgoing calls made during the period covered by this bill excluding any local taxes.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Tax (20.0%)</b></td>
<td class="confluenceTd">The amount of any local tax that applies to the bill. The tax rate is settable.
</td>
</tr>
<tr>
<td class="confluenceTd"><b>Total payable</b></td>
<td class="confluenceTd">The total amount payable, including any taxes.
</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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<a id="Introduction"></a> |
Introduction
The Daily Activity report provides a summary showing the volume of all inbound, outbound and missed calls for each day. It is useful for organisations whose call traffic fluctuates throughout the year because, by identifying your busiest periods, it allows you to more effectively plan your staffing requirements.
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Running the report
Access the Reports screen, select the Daily Activity from the list and click on the Run now button.
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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 monitor the call activity for a specific department, select an extension group from the drop-down list. To report on all extension groups, select the blank line.
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Choose a particular extension
You can choose to report on a single extension or a range of extensions, by entering the details in the box provided, as shown below:
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Weekend calls
Calls made at weekends may distort the result of the report. To exclude such calls, tick the
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Transferred calls
If you want to report only on direct calls and exclude those transferred from another party, tick the Exclude box, as shown below:
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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
Below is an example of this report's output, displaying the total volume of all inbound and outbound calls for each day.
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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 consists of a table showing a summary of your incoming and outgoing calls for each day during the period you selected. Each row shows the following information:
Column header | Description |
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Day | The date and day of week |
Incoming Calls |
Column header | Description |
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Qty | The total volume of calls received |
Total Durn | The total length of time spent on incoming calls |
Avg Durn | The average call duration of inbound calls |
Avg Response | The average length of time taken to answer a call |
Lost | The average length of time a caller waited before abandoning the call (in hours, minutes, seconds) |
Outgoing Calls |
Column header | Description |
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Qty | The total volume of outbound calls |
Total Durn | The total length of time spent on outbound calls |
Avg Durn | The average duration of outbound calls |
Cost | The total cost of all calls made, irrespective of each call's local currency |