Account Summary

Introduction
Running the report
Creating the report
The report's results

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.

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.

Running the report

On the Reports screen, select the Account Summary report from the reports list and click on the Run now button.

A new window will open, allowing you to configure the parameters of your report:

Select a report period

For each report, you must specify a time span that covers the calls you want the report to include.

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:

In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the Period drop-down list and specifying your own  Start date, Start time, End date and End time of the period you want to report on.

Choose a site

If your system is set-up for multiple sites, you can select a particular site from the drop-down list. To report on all sites, select the blank line.

Choose an extension group

To further limit your report's results, you can select a particular group to report on, or leave blank to report on all groups

Select a tariff

To report on calls made using a specific tariff, select a tariff from the drop-down list, as shown below:

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.

To report on more than one account code, separate each code using a comma.

Creating the report

When you have selected a reporting period and have chosen any parameters of the report, click on the Run now button.

The report's results

The report includes the usual headings, including the report's title, any Friendly Name you assigned to it, the period of the report, and any options you selected in the report's selection criteria window.

The body of the report consists of a detailed table showing a breakdown of each half-hour timeslot in the day.

Introduction

Provides details of costs and durations of calls associated with account-code-tagged calls.

This allows you to report on how many calls have been made on behalf of a particular account, the cost of these calls and shows the total duration spend on these calls. Account codes are most frequently used by hospitals, solicitors and organisations based in advertising.

Running the report

Click on the function button, on the top right-hand side of the main application window to access the Reports screen.

From this screen, either double-click on the Account Summary report in the reports list or highlight the Account Summary report and press the button, as shown below:

The following Report Selection Criteria window appears:

Select a report period

You need to select a time period for which you want the report to produce information for. You can select a pre-set period from the drop-down list, as shown above.

The default is set to Last Month (the period from the first day to the last day of the previous calendar month, and NOT the last 30 days).

Or enter your own custom period

If you want to specify a period not shown in the list, go back to the Select a report period field and select Custom Period from the drop-down list and then enter your Start and End dates and times manually into the boxes provided, as shown above.

Choose a site

If your system is set-up for 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.

Choose an extension group

You may want to concentrate on a specific group of extensions; in this case, select the group of interest from the drop-down list, or leave blank so as not to specify a particular extension group.

Select a tariff

You can choose to report only on calls made using a specific tariff by selecting the tariff.

Specify an account code(s)

This allows you to enter the account code or codes you would like to report against. If reporting on more than one code, simply commas separate.

Creating the Report

When you have chosen a reporting period, and are happy with your selections, click on the Run Now button.

The results

The report includes the usual headings, including the report's title, any Friendly Name you assigned to it, the period of the report, and any options you selected in the report's selection criteria window.

The body of the report consists of a detailed table showing a breakdown of each half-hour timeslot in the day.