Business Centre Summary

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

Introduction

The Business Centre Summary report provides a line-by-line total of fixed charges for each extension group.

Running the report

On the Reports screen, select the Business Centre Summary 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:

Enter the billing 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 to report on (optional)

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.

Adjust how the bill is calculated

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 calls, enter the number in the field provided.

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:

The report's results

The results of this report consists of summary call information for each extension group, or individual extension if a group was selected during the criteria selection process.  Below is an example of this report's output:

The heading 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.

A description of each column header is described below:

Introduction

A simple, quick, easy-to-use, report allows Business Centre Managers to see at a glance which clients are and are not making calls, providing a line-by-line total of fixed charges and call costs for each extension group.

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 Business Centre Summary report in the reports list or select the Business Centre Summary report and press the button, as shown below:

The following Report Selection Criteria window will be displayed:

Enter the billing period

Select a time period over which calls made will be included in the bill, from the drop-down list, as shown above.

The default period is Last Month. This means the last calendar month - NOT the last 30 or 31 days.

Or enter your own Custom Period

If you want to specify a period not shown in the list, go back to the Enter the billing 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 to report on (optional)

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.

Adjust how the bill is calculated

You have two options available:

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.

Billing options

If you want to select a particular route for calls, enter the number here.

Creating the Report

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

This would allow you to monitor the response time on calls to specific groups, or see how successfully you answered calls to specific campaigns.

The results

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:

NOTE: In addition to the summary information, totals and averages of all extension groups are shown in footer for each column.