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<a id="Introduction"></a> |
Introduction
The Referencemacro
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<a id="Running the report"></a> |
Running the report
On Access the Reports screen, select the Business Centre Summary report from the reports the list and click on the button.
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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:
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In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the Period dropdrop-down list and specifying and specifying your own own Start date, Start time, End date and End time of the period you want to report on. and End dates, as shown below:
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Choose a site
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If your system is set - up for 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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| Bill calculation | Description |
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| Markup on each call | A percentage markup can be added to each call. |
| Surcharge per call | A surcharge is a fixed amount that can be added to the original cost of the call. |
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Both a surcharge and a mark-up can be applied to the same bill, in which case, the surcharge is added after the mark-up is calculated, so that the surcharge is not being marked up. |
Billing options
If you want to select a particular route for callsTo report on calls to a specific number, enter the full or partial dialled number in the field provided.
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<a id="Creating the report"></a> |
Creating the report
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<a id="The report's results"></a> |
The report's results
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When you have selected a reporting period and have chosen the report's criteria, click on the button, as shown below:
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<a id="Business Centre Summary" /> <p>The following <span class="reference">Report Selection Criteria</span> window will be displayed:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre_summary_2.png" alt="Business Centre Summary" /> <h4>Enter the billing period</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_period.png" alt="Business Centre Summary" /> <p>Select a time period over which calls made will be included in the bill, from the drop-down list, as shown above.</p> <p>The default period is <span class="keyword">Last Month</span>. This means the last calendar month - NOT the last 30 or 31 days.</p> <h4>Or enter your own Custom Period</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/custom_billing_period.png" alt="Business Centre Summary" /> <p>If you want to specify a period not shown in the list, go back to the <span class="reference">Enter the billing period</span> field and select <span class="keyword">Custom Period</span> from the drop-down list and then enter your <span class="reference">Start</span> and <span class="reference">End</span> dates and times manually into the boxes provided, as shown above.</p> <h4>Choose a site to report on (optional)</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/choose_site_to_report_optional.png" alt="Business Centre Summary" /> <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> <h4>Adjust how the bill is calculated</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/bill_calculation.png" alt="Business Centre Summary" /> <p>You have two options available:</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh">Bill calculation</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><b>Mark up on each call</b></td> <td class="confluenceTd">You can add a percentage mark-up to each call. To do this, enter the percentage you would like to mark the call up by here.</td> </tr> <tr> <td class="confluenceTd"><b>Surcharge per call</b></td> <td class="confluenceTd">You may want to have a surcharge on each call. A surcharge is a fixed amount that is added to the original cost of the call.</td> </tr> </tbody> </table> |
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NOTE: Both a surcharge and a mark-up can be applied together. In this case, the surcharge is added after the mark-up is calculated, on order that the surcharge isn't marked up too. |
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<h4>Billing options</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_options_business_centre_summary.png" alt="Business Centre Summary" />
<p>If you want to select a particular route for calls, enter the number here.</p>
<h2>Creating the Report</h2>
<p>When you have chosen a reporting period, and are happy with your selections, click on the <span class="button">Run Now</span> button.</p>
<p>This would allow you to monitor the response time on calls to specific groups, or see how successfully you answered calls to specific campaigns.</p>
<h2>The results</h2>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre_summary_3.png" alt="Business Centre Summary" />
<p>In the top left-hand corner of the report is the report's title,
followed by the selection criteria you selected when you ran the
report. The body of the report consists of detailed summary
information about each extension group (or individual extension if
you already selected an extension group during the criteria selection
process). A description of each column header is described here, in
order from left to right:</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh">Column header</th>
<th class="confluenceTh" width=440>Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Department</b></td>
<td class="confluenceTd">This shows the name of each extension group which the system determined made calls. If an extension group is missing from this list, then the system did not find any calls made or received by any extension in that group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Cost</b></td>
<td class="confluenceTd">This shows the cost of calls (excl Tax) for the report period selected.</td>
</tr>
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<td class="confluenceTd"><b>Tax</b></td>
<td class="confluenceTd">The tax amount charged on calls is shown here.</td>
</tr>
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<td class="confluenceTd"><b>Total Cost</b></td>
<td class="confluenceTd">This column shows the total cost, inclusive of tax.</td>
</tr>
</tbody>
</table> |
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NOTE: In addition to the summary information, totals and averages of all extension groups are shown in footer for each columnThe report's results"></a> |
The report's results
Below is an example of this report's output:
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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 displaying a summary of all call charges applied to each extension group or individual users. Each column header of the table is described below:
| Column header | Description |
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| Department | The name of each extension group the system has logged calls for. If an extension group is missing from this list, no calls were registered for that user group within the time period the report was run for. |
| Cost | The cost of all calls for the selected time period. |
| Tax | The amount of tax charged. |
| Total Cost | The total cost of all calls, including the tax. |