View Source

<h2>Introduction</h2>

<p>A simple, quick, easy-to-use, report allows Business Centre Managers to
see at a glance which clients are and are not making calls, providing
a line-by-line total of fixed charges and call costs for each
extension group.</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">Business Centre Summary</span> report in the reports list or select the <span class="reference">Business Centre 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/business_centre_summary_1.png" alt="Business Centre Summary" />

<p>The following <span class="reference">Report Selection Criteria</span> window will be displayed:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre_summary_2.png" alt="Business Centre Summary" />

<h4>Enter the billing period</h4>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_period.png" alt="Billing Report" />

<p>Select a time period over which calls
made will be included in the bill, from the drop-down list, as shown above.</p>

<p>The default period is <span class="keyword">Last
Month</span>.  This means the last calendar month - NOT
the last 30 or 31 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_billing_period.png" alt="Billing Report" />

<p>If you want to specify a period not shown in the list, go back to the <span class="reference">Enter the billing 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>Choose a site to report on (optional)</h4>

<p>If your system is set-up to administer 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>Adjust how the bill is calculated</h4>

<p>You have two options available:</p> 

<table class="confluenceTable">
	<tbody>
		<tr>
			<th class="confluenceTh">Bill calculation</th>
			<th class="confluenceTh">Description</th>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Mark up on each call</b></td>
			<td class="confluenceTd">You can add a percentage mark-up to each call. To do this, enter the percentage you would like to mark the call up by here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Surcharge per call</b></td>
			<td class="confluenceTd">You may want to have a surcharge on each call. A surcharge is a fixed amount that is added to the original cost of the call.</td>
		</tr>
	</tbody>
</table>

NOTE: Both a surcharge and a mark-up can be applied together. In this case, the surcharge is added after the mark-up is calculated, on order that the surcharge isn't marked up too.

<h4>Billing options</h4>

<p>If you want to select a particular route for calls, enter the number here.</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>

<p>This would allow you to monitor the response time on calls to specific groups, or see how successfully you answered calls to specific campaigns.</p>

<h2>The results</h2>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/business_centre_summary_3.png" alt="Business Centre Summary" />

<p>In the top left-hand corner of the report is the report's title,
followed by the selection criteria you selected when you ran the
report.  The body of the report consists of detailed summary
information about each extension group (or individual extension if
you already selected an extension group during the criteria selection
process).  A description of each column header is described here, in
order from left to right:</p>

<table class="confluenceTable">
	<tbody>
		<tr>
			<th class="confluenceTh">Column header</th>
			<th class="confluenceTh" width=440>Description</th>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Department</b></td>
			<td class="confluenceTd">This shows the name of each extension group which the system determined made calls.  If an extension group is missing from this list, then the system did not find any calls made or received by any extension in that group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Cost</b></td>
			<td class="confluenceTd">This shows the cost of calls (excl Tax) for the report period selected.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Tax</b></td>
			<td class="confluenceTd">The tax amount charged on calls is shown here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Total Cost</b></td>
			<td class="confluenceTd">This column shows the total cost, inclusive of tax.</td>
		</tr>
	</tbody>
</table>

NOTE: In addition to the summary information, totals and averages of all extension groups are shown in footer for each column.