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<a id="Introduction"></a> |
Introduction
The Business Centre Summary report provides a line-by-line
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total
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of
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fixed
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charges
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for
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each
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extension
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group.
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<a id="Running the report"></a> |
Running the report
Access the Reports screen, select the Business Centre Summary report from the list and click on the button.
Screenshotmacro Border false Shadow false URL /download/attachments/7241965/business_centre_summary_1.png
A new window will open, allowing you to configure the parameters of your report:
Screenshotmacro Border false Shadow false URL /download/attachments/7241963/billing_report_2.png
Enter the billing 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 |
|---|---|
| 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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Adjust how the bill is calculated
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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 together. In this to the same bill, in which case, the surcharge is added after the mark-up is calculated, on order so that the surcharge isn't is not being marked up too. |
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<h2>Enter any billing options</h2>
<p>If you want to select a particular route for calls, enter the number, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre7.png" alt="Business centre 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 class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre8.png" alt="Business centre summary" />
<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" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre9.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" width=110>Column header</th>
<th class="confluenceTh">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>
<tr>
<td class="confluenceTd"><b>Tax</b></td>
<td class="confluenceTd">The tax amount charged on calls is shown here.</td>
</tr>
<tr>
<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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Billing options
To report on calls to a specific number, enter the full or partial dialled number in the field provided.
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Creating the report
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="The 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 |
|---|---|
| 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. |