<a id="Introduction"></a> |
The report provides a cost summary of calls grouped by account code.
<a id="Running the report"></a> |
On the Reports screen, select the Call Cost Summary report from the reports list and click on the button.
A new window will open, allowing you to configure the parameters of your report:
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:
Period | Description |
---|---|
Today | The 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. |
Yesterday | The 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 week | The 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 week | The 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 month | The 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 month | The 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 year | The 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 calls | The 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 date, Start time, End date and End time of the period you want to report on.
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.
To further limit your report's results, you can select a particular group to report on, or leave blank to report on all groups
<a id="Creating the report"></a> |
When you have selected a reporting period and have chosen the report's criteria, click on the
button, as shown below:<a id="The report's results"></a> |
The report's results will display a cost summary of calls grouped by account code. When no account code is present but a mark-up charge has been assigned to departments to cover overheads, the cost summary will be displayed against the extension group.
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 is presented in tabular form and each column header is presented in the table below:
Column header | Description |
---|---|
Account | The account code associated with this cost summary. |
Extension Group | The name of the extension group. |
Total calls received | The total number of calls received by this account code/extension group. |
Total calls made | The total number of calls made by this account code/extension group. |
Professional cost | The mark-up charge that has been added to the cost of calls for the associated account code/extension group. |
Call cost | The total cost of calls excluding any mark-up charges. |
Total cost | The total cost of calls including any mark-up charges. |
<h2>Introduction</h2> <p>This report shows a cost summary of calls by account code.</p> <p>When no account code is present but a mark-up has been assigned to departments to cover overheads, this mark-up will also be displayed here.</p> <h2>Running the report</h2> <p>Click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/reports_button.png" /> function button, on the top right-hand side of the main application window to access the <span class="reference">Reports</span> screen.</p> <p>From this screen, either double-click on the <span class="reference">Call Cost Summary</span> report in the reports list or highlight the <span class="reference">Call Cost Summary</span> report and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/run_now_button.png" /> button, as shown below:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/call_cost_summary_1.png" alt="Call Cost Summary" /> <p>The following <span class="reference">Report Selection Criteria</span> window appears:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/call_cost_summary_2.png" alt="Call Cost Summary" /> <h4>Select a report period</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/report_period.png" alt="Call Cost Summary" /> <p>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.</p> <p>The default is set to <span class="keyword">Last Month</span> (the period from the first day to the last day of the previous calendar month, and NOT the last 30 days).</p> <h4>Or enter your own custom period</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/custom_period.png" alt="Call Cost Summary" /> <p>If you want to specify a period not shown in the list, go back to the <span class="reference">Select a report period</span> field and select <span class="keyword">Custom Period</span> from the drop-down list and then enter your <span class="reference">Start</span> and <span class="reference">End</span> dates and times manually into the boxes provided, as shown above.</p> <h4>Select a specific site</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/select_site.png" alt="Call Cost Summary" /> <p>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.</p> <h4>Select an extension group</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/select_extension_group.png" alt="Call Cost Summary" /> <p>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.</p> <h2>Creating the Report</h2> <p>When you have chosen a reporting period, and are happy with your selections, click on the <span class="button">Run Now</span> button.</p> <h2>The results</h2> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/call_cost_summary_3.png" alt="Call Cost Summary" /> <p>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.</p> <p>The body of the report consists of a detailed table showing a breakdown of each half-hour timeslot in the day.</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh">Column header</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><b>Account</b></td> <td class="confluenceTd">Shows the account code associated with this cost summary.</td> </tr> <tr> <td class="confluenceTd"><b>Extension Group</b></td> <td class="confluenceTd">The name of the extension group.</td> </tr> <tr> <td class="confluenceTd"><b>Total calls received</b></td> <td class="confluenceTd">Shows the total number of calls received by this Account code/Extension Group.</td> </tr> <tr> <td class="confluenceTd"><b>Total calls made</b></td> <td class="confluenceTd">Shows the total number of calls made by this Account code/Extension Group.</td> </tr> <tr> <td class="confluenceTd"><b>Professional cost</b></td> <td class="confluenceTd">Shows any mark-up that has been added to the cost of calls for the associated Account code/Extension Group.</td> </tr> <tr> <td class="confluenceTd"><b>Call cost</b></td> <td class="confluenceTd">The total cost of calls excluding any professional cost is shown here.</td> </tr> <tr> <td class="confluenceTd"><b>Total cost</b></td> <td class="confluenceTd">The total cost of calls including any professional cost is shown here.</td> </tr> </tbody> </table> |