<a id="Introduction"></a> |
The report provides a line-by-line total of fixed charges for each extension group.
<a id="Running the report"></a> |
Access the Reports screen, select the Business Centre Summary report from the 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.
| Bill calculation | Description |
|---|---|
| Markup on each call | A percentage markup can be added to each call |
| Surcharge per call | A surcharge is a fixed amount that can be added to the original cost of the call |
Both a surcharge and a mark-up can be applied to the same bill, in which case, the surcharge is added after the mark-up is calculated, so that the surcharge is not being marked up. |
If you want to select a particular route for calls, enter the number in the field provided.
<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 results of this report presents a summary of call information for each extension group, or individual extension if a group was selected during the criteria selection process. Below is an example of this report's output:
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.
A description of each column header is described below:
| Column header | Description |
|---|---|
| Department | The name of each extension group for which the system logged calls. If an extension group is missing from this list, no calls were registered for that group of users for the time period the report was run. |
| Cost | The cost of all calls for the selected report period. |
| Tax | The amount of tax charged. |
| Total Cost | The total cost of all calls, including the tax. |