<a id="Introduction"></a>

Introduction

The Account Summary report produces a type of phone bill, grouped by the account code(s) used to make each call. Enter the account code(s) and the period you are interested in, and you will get a detailed list showing all calls made or received for that account code or group of account codes. Please note that your telephone system will need to be capable of providing account codes in order to use this feature.

Account codes are often used to mark calls as having been made or received on behalf of clients, and this report allows you to collate these for billing back purposes, or to track how much time you've spent with each client. Many telephone systems provide the facility to use an account code before making a call or during a call.

<a id="Running the report"></a>

Running the report

On the Reports screen, select the Account summary report from the left hand-side pane, and press theSelect this reportbutton.

A new window will appear where you can select the criteria for your report.

Selecting the reporting period

Every report requires a period to run over. This is generally defined as the "Reporting period".

There are several preset periods that can be selected from a drop-down list. The predefined periods are based on a standard Gregorian calendar and are defined as follows:

If you want to be more specific, you can choose the Custom period from the drop-down list. This option will allow you to define the  and  yourself, as well as the and of the calls you want to report on.

When the report is executed, the reporting engine will substitute the start and end dates based on the current date or the relevant selection made by the user.

Once you have set the report's period, click on the Next button to set more of the report's parameters or select the Finish button to run the report.

Selecting the reporting entity

The reporting entity paramater allows you to select which part of your organisation you want to run the report for (site, extension group, channels or individual extensions).

Site

TIM Plus will allow you to log information from up to five sites. If you want to report on a particular site, select your preferred site from the drop-down list, alternatively leave the default settings as All sites.

Group

There is no limit to the number of groups you can create on one site. Groups, like sites are available as a drop-down list. You can choose to report on a specific group or leave the default setting as All groups.

Please note that the drop-down list for each group will appear only if a site has already been selected.

User

Once a site and group has been selected, you can also choose to report on a particular user from the drop-down list, or you can leave the default setting as All users.

Once you have set the report's entities, click on the Next button to set more of the report's features or select the Finish button to run the report.

Selecting the report filters

This option allows you to filter out certain calls from your results, by selecting the values of the parameters. 

These filters allow you to be very specific, when deciding the call information you would like to display in the final report.If you do not want to select any filters, simply press the Next button to skip.

Please find a brief description of all filters below:

Account code

If you want to produce a bill consisting of all chargeable calls made using a particular account code, enter this code in the field provided. 

To report on more than one account code, you can use a comma to separate the entries.

Call type

This filter allows you to define the type of call you would like to report on. If you would like to report on all calls, leave the default setting as All calls.

If you want to report on one call type in particular, expand the drop-down list and select from the available options.

Carrier

If you use more than one carrier, you can choose which carrier's calls to report on. To report on all calls from all carriers, leave the default setting as All carriers.

If you only use one carrier, there will be no drop-down list available and no option to choose a different carrier.

CLI

The Caller Line Identification (CLI) is a phone number that calls your organisation. This is sometimes withheld by the person making the call.

You may choose to report on calls from a particular CLI or from numbers beginning with a particular CLI. For example, for calls from Tri-Line you would enter 02072652600.

This filter accepts the comparison operators ! and * (e.g. to exclude calls from Tri-Line, you would use !020726526*). To report on more than one CLI, user a comma to separate the entries.

Cost

If you want to add a filter for call costs, type in the cost you wish to define, as shown below. 

This filter allows you to specify a range (-) or use comparison operators (>, <, ! and *).

Destination

If you want to filter calls to a specific, known destination, you can type the destination in the field provided. This filter accepts the comparison operators ! and *.

For example, if you want to exclude all calls to France, enter , as shown below:

Dialled number

To filter calls to a specific number, type the number that was dialled in the box provided. The dialled number can be a number that you dial out, or a DDI number within your organisation that someone dials in to get to a particular extension.

To filter calls to a specific area, a partial number may be entered (e.g. 0033, for calls to France). 

This filter accepts the comparison operators ! and * (e.g. to exclude calls to 0207 265, enter !0207265* ).

Duration

To filter calls above or below a particular duration, enter the number of seconds and the relevant symbol in the box provided. This filter allows you to specify a range (-) or use comparison operators (>, <, ! and *).

In the above example, the filter will look for calls longer than 1800 seconds (30 minutes). Alternatively, you may want to exclude calls below a certain threshold (e.g. below 3 seconds).

LCR code

If you are using Least Cost Routing (LCR), you may want to filter your results the by LCR code, in order to check a bill from your LCR provider. To do this, enter the LCR code in the box provided.

This filter accepts the comparison operators ! and * (e.g. to exclude a specific LCR code, add the code with the required operators !162*)

Response

This option allows you to filter calls based on their response time.The results will be filtered according to the response time threshold that you define in the provided field. The threshold you specify will be measured in seconds.

In the above example, the search results will display calls that have a response time above 10 seconds.

Start time

This option allows you to filter calls based on the start time of the call, which is basically the time of day the call started. Enter your preferred start time in the field provided, using the following format hh:mm:ss.
For example, if you want your results to include calls logged after 10 a.m. only, you need to enter 10:00:00 in the Start time field, as shown below:

Trunk access code

If you want to filter your results by a trunk access code, enter this in the field provided.  For example, to exclude all calls with access code 9, add !9 in the filed provided.

This filter accepts the comparison operators ! and *.

Selecting the report options

This section allows you to further narrow down your report results, by excluding certain types of calls or sorting the results in a particular manner.The filters are fairly self-explanatory. For example, if you would like to exclude weekend calls from the report, simply tick the option to exclude weekend calls. If you would like to ignore missed calls shorter than a specific duration, simply enter the duration in the box.

Exclude weekends

If you would like to exclude weekend calls from the search results, simply select the tick-box to exclude weekend calls.

Exclude transfers

Select this option if you would like to exclude transfers from the search results. For example if you want to see only how well calls were answered when first presented, you would choose to exclude transfers.

Don't replace numbers with contact names

Tick this option if you do not want to replace dialled numbers, CLIs and account codes with their equivalent names, as defined in your web user's contacts list(s).

Sort order

Expanding the drop-down list available, you can choose whether you would like the results of the report to appear in ascending or descending order.

Sort results by

You may choose the order in which results are sorted by selecting the appropriate option from the drop-down list available.

Ignore missed calls shorter than

If you would like to exclude short calls from your report, enter the duration below which you'd like to ignore calls. If you would like to exclude very short calls (e.g. calls below 3 seconds), simply enter the number  in the box provided:

Selecting the report format

This section allows you to choose the output format of your report. To select the desired format, click on the drop-down list and choose from the available options: Web, PDF, Excel, CSV and XML. More details about each report format are available in the Setting the report format section above.

<a id="Creating the report"></a>

Creating the report

When you have chosen a reporting period, and are happy with your selections, you have two options:

• run the report now
• schedule the report for future delivery

If you click on the Run now button, the report will run instantly in your chosen format.

If you want to schedule the report to run at a later time, follow the instruction given in the Schedule a report section.

<a id="The report's results"></a>

The report's results

The report's results will consist of a breakdown of calls grouped by account code, according to the parameters you've selected.

If you select WEB as the output format, this report will appear as shown below:-

As with all reports, the header of the report includes:

• the report title
• the date and time of the report
• the name of the report, if applicable

The format is the most flexible of all reports. All headers are clickable, allowing you to rearrange the report's layout in seconds, to sort the calls in ascending or decending order, based on the header clicked. To view the details of any filters or parameters applied to the report, click on the About this report link on the top-right corner of the page.

The headers of this report are as follows:

Header	Description
Carrier	This column shows the carrier used to route the call.
Charge band	It shows the chargeband applied to the call.
	It shows the total number of calls to that chargeband.
Total duration	The total time spent on calls to that chargeband.
Total cost	The total cost of calls to that chargeband.

In the above example, the numbers "52003", "52004" etc. represent the account code.

If you would like to go back and view any report for a larger section of the organisation, click on the appropriate link in the breadcrumb, as shown below:-