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

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.

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

Running the report

On the Reports screen, select the Account summary report from the left-hand pane and click the Select this report button.

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

Selecting the reporting period

For each report, you need to specify a time span that covers the calls you want the report to include. This is known as the "reporting period".

There are several preset reporting periods available for selection, based on a standard Gregorian calendar.  The following table describes how the start and end date and time is 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  drop-down list and specifying your own  , ,  and  of the period you want to report on.

Once you have set the reporting period, click on the Next button to set additional report parameters and options, or select the Finish button to run the report immediately.

Selecting the reporting entity

The Reporting entity parameter allows you to select the part of your organisation whose calls the report should include, e.g. a site, a group or individual user.

Site

To report on a particular site, select it from the drop-down list or select All sites to report across all sites.

Group

There is no limit on 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 been selected already.

User

Once a site and group has been selected, you can 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 selected the scope of your report, click on the Next button to set additional report parameters and options, or select the Finish button to run the report immediately

Selecting the report filters

You can limit the results of your report by choosing one or more of the following filters:

Account code

If you want to produce a bill consisting of only chargeable calls that were 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 want to report on. To report on all calls, set this to All calls.

Carrier

If you use more than one carrier, you can limit the results to include only calls that were made using a specific carrier.  For all carriers, set 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 can 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 dialled to get to a particular extension or hunt group.

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 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 field provided.

This filter accepts the comparison operators ! and *.

Selecting the report options

This section allows you to narrow down further 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, tick the option provided or, if you would like to ignore missed calls shorter than a specific duration, enter the duration in the box.

Exclude weekends

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

Exclude transfers

Select this option if you would like to exclude transfers from the search results.

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 threshold. For example if you want to ignore calls below 3 seconds, 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	Displays the carrier used to route the call.
Charge band	Displays the chargeband applied to the call.
	Displays the total number of calls to that charge band.
Total duration	Displays the total time spent on calls to that chargeband.
Total cost	Displays 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: