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 the report's criteria, click on the Run now button, as shown below:

The report's results

The results of this report are presented as a tabular breakdown of calls according to the account code you have selected.

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.

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