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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:

PeriodDescription
TodayThe 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.
YesterdayThe 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 weekThe 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 weekThe 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 monthThe 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 monthThe 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 yearThe 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 callsThe 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 Period drop-down list and specifying your own  Start dateStart timeEnd 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 results of this report are presented as a tabular breakdown of calls according to the account code you've selected.


The heading of the report will display the title of the report, 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 detailed table showing a breakdown of each half-hour timeslot in the day.

Column headerDescription
AccountThis shows the account code(s) that the report was run against
TariffThis shows the tariff used to cost the calls
ChargebandThis breaks the calls down to show the different chargebands used
Total DurationThe total duration of time spent on calls for this account code
Total CostThe total cost of calls for this account code

 

 

 

 

 

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:

Account Summary

The following Report Selection Criteria window appears:

Account Summary

Select a report period

Account Summary

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

Account Summary

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

Account Summary

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

Account Summary

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

Account Summary

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

Specify an account code(s)

Account Summary

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

Account Summary

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.

Column header Description
Account This shows the Account code(s) that the report was run against.
Tariff This shows the tariff used to cost the calls.
Chargeband This breaks the calls down to show the different chargebands used.
Total Duration The total duration of time spent on calls for this account code.
Total Cost The total cost of calls for this account code.
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