<a id="Introduction"></a> |
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. |
<a id="Running the report"></a> |
Access the screen, select the
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 drop-down list and specifying your own Start and End dates, as shown below:
If your system is set up to log 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 from the drop-down list. To report on all extension groups, select the blank line.
To report on calls made using a specific tariff, select a tariff from the drop-down list, as shown below:
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.
<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 will display a breakdown of calls grouped by account code.
The header 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 contained in the report is described in the table below:
| Column header | Description |
|---|---|
| Account | This shows the account code(s) that the report was run against |
| Tariff | This shows the tariff used to cost the calls |
| Chargeband | This breaks the calls down to show the different chargebands used |
| Total Duration | The total duration of time spent on calls for this account code |
| Total Cost | The total cost of calls for this account code |