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Introduction

The Phone Bill report is used to produce a produces a fully itemised telephone bill for clients or company cost centres. The report can be customised to your own look and feel, including adding your company logo. The bill can also include fixed billing back telephone usage to your clients, with the option of adding a percentage markup to each phone call. These bills can also include fixed charges for items other than telephone calls.phone calls, such as room rental, internet services and additional sundry items. You can fully customise the style of the report's output to reflect your own brand, including a company logo, for example.

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Marking up calls

The markup of the calls is added at Directory level.  To add a markup charge to a specific group, select the group you are interested in and clickProperties, as shown below:

You can apply a call markup at both user group and individual user level, by setting a charge value inside the Directory.

To apply a markup for a user group, navigate to the

Buttonmacro
LabelDirectory
 tab, select the user group and click the
Buttonmacro
LabelProperties
 button.

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A new window will appear, where you can add the desired markup. In In the 

Referencemacro
LabelGroup properties
 window that appears, select the 
Tabmacro
LabelCharge
 tab and enter a percentage markup in the box provided, then click on the 
Buttonmacro
LabelSave
 button. In the example below, a 50% charge is automatically would be added to all calls in the selected group.

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To apply a markup for an individual user, navigate to the 

Buttonmacro
LabelDirectory
 tab, locate the user you are interested in and click the 
Buttonmacro
LabelProperties
 button.  In the User properties window that appears, select the Markup tab and enter a description and percentage markup in the boxes provided, then click on the Save button.

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Adding a fixed charge

You can also add a fixed charge for items other than phone calls for each individual user that will feature in your bill.

To add a fixed charge, navigate to the 

Buttonmacro
LabelDirectory
 tab, select the user and click the 
Buttonmacro
LabelProperties
 button.  On the User properties window that appears, select the 
Tabmacro
LabelCharge
 tab and enter a description and a charge in the boxes provided, then click on the 
Buttonmacro
LabelSave
 button.

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

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A new window will appear, where you can set the parameters of your report.

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If both a site and group have been selected, you can further limit the report's results to include only calls by involving a particular user, by selecting it that user from the drop-down list.

Reporting_filter
FilterUser
ValueAll users

...

Once you have selected the scope of your report, click  click on the Next button to set additional report parameters and options. To , or to run the report immediately without doing so, press the click the Finish button.

 

Selecting the report filters

This option allows you to filter out certain calls from your results, by selecting the values of the parameters. You can limit the results of your report by choosing one or more of the following filters:

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These filters allow you to be very specific, when deciding the call information you would like to display in the final report.If you do not want to select any filters, simply press theNextbutton to skip.

Please find a brief description of all filters below:

Account code

If you want to To produce a bill report consisting only of all chargeable calls that were made using a particular account code, enter this the account code in the field provided. 

Reporting_filter
FilterAccount code
Value0140

To report on more than one account code, you can use separate each code using a comma to separate the entries.

Call type

This filter allows you to define the type of call you would like want to report on. If you would like to report on all calls, leave the default setting as , in terms of where the call originated and where it was delivered, e.g. incoming, outgoing, internal etc.  To report on all types of call, set this to All calls.

Reporting_filter
FilterCall type
ValueAll calls

If you want to report on one call type in particular, expand the drop-down list and select from the available options.

Carrier

If you use more than one carrier, you can choose which carrier's calls to report on. To report on all calls from all carriers, leave the default setting as All carrierslimit the results to include only calls that were made using a specific carrier.

Reporting_filter
FilterCarrier
ValueAll carriers

Info

If you use only

...

one carrier, there will be no drop-down list available and no option to choose a

...

carrier.

CLI

The Caller Calling Line Identification (CLI) is a phone number that calls your organisation. This is sometimes withheld by the person making the call.You may choose to report on calls from a particular CLI or from numbers beginning with a particular CLI. For example, for the telephone number of the remote caller in an incoming call scenario.

You can report on calls that originate from a specific CLI or those whose CLI matches a particular pattern of digits. For example, to report on all incoming calls from Tri-Line, you would could enter 02072652600.

Reporting_filter
FilterCLI
Value02072652600

This filter accepts the comparison operators ! and * (e.g. You can use the ! symbol to explicitly exclude a CLI from the report's results, and/or the

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching.  For example, to exclude calls from Tri-Line, but include all others, you would could use !020726526*). To report on more than one CLI, user use a comma to separate the entrieseach entry.

Cost

If you want to add a filter for call costs, type in the cost you wish to defineYou can define a cost filter to include calls above or below specific values by entering your criteria, as shown below:

Reporting_filter
FilterCost
Value<2.00

This filter allows you to You can specify a range (-) or use comparison operators (cost range by using the 

Referencemacro
Label-
 symbol; to specify limits, use the comparison operators, >, <, ! and *)and 
Referencemacro
Label!
 .

Destination

If you want to filter calls to a specific, known destination, you can type the name of the destination in the field text box provided. This filter accepts the comparison operators ! and * symbols for excluding values and specifying partial matches, respectively.

For example, if you want wanted to exclude all calls to France, you could enter

Keywordmacro
Label!France*
, as shown below:

Reporting_filter
FilterDestination
Value!France*

Dialled number

To filter calls to a specific dialled number, type the number that was dialled it in the text box provided. The dialled number can be a number that you dial out, or a DDI number within your organisation that someone dials in to get to a particular extensionis defined as the number that is dialled (in the case of an outbound call), or the DDI number that the remote party dialled to reach a particular extension or group (in the case of an inbound call).

To filter calls to a specific area, a partial number may can be entered (e.g. 0033, for  for calls to France). 

Reporting_filter
FilterDialled number
Value0033

This filter accepts the comparison operators ! and (e.g. to exclude calls to 0207 265, enter !0207265* ).You can use the ! symbol to explicitly exclude a dialled number from the report's results, and/or the 

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching.  For example, to exclude calls to Tri-Line, but include all others, you could use !020726526*). To report on more than one dialled number, use a comma to separate each entry.

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 *).

Reporting_filter
FilterDuration
Value>1800

desired duration in seconds.

Reporting_filter
FilterDuration
Value>1800

You can specify a duration range by using the 

Referencemacro
Label-
 symbol; to specify limits, use the comparison operators, ><, and 
Referencemacro
Label!
 .

In the above example, the filter report will look for return only 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 To filter your results to include only calls that used a Least Cost Routing (LCR) , you may want to filter your results the by LCR code, in order to check a bill from your LCR provider. To do this, enter the LCR code enter it in the text box provided.

Reporting_filter
FilterLCR code
Value162

This filter accepts the comparison operators ! and * (e.g. to exclude a specific LCR code, add the code with the required operators !162*)

You can use the ! symbol to explicitly exclude a LCR code from the report's results, and/or the 

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching.  For example, to exclude calls made using all LCR codes beginning
Referencemacro
Label162
, you could enter
Keywordmacro
Label!162*
To report on more than one LCR code, use a comma to separate each entry.

Response

This option allows you to filter calls based on their response time.The results will be filtered according to the , measured in seconds. Specify the desired response time threshold that you define in the text box provided field. The threshold you specify will be measured in seconds.

Reporting_filter
FilterResponse time
Value>10

In the above example, the search results will display calls that have a response time above greater than 10 seconds. 

You can specify a response time range by using the 

Referencemacro
Label-
 symbol and; to specify limits, use the comparison operators, ><, and 
Referencemacro
Label!
 .

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 Specify the start time in the field text box provided , using the following format the hh:mm:ss format.

For example, if you want your results to include only calls logged that began after 10 a.m. onlyam, you need to could enter 10:00:00 in the Start time field, as shown below:

Reporting_filter
FilterStart time
Value10:00:00

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 filed your telephone system uses trunk access codes to connect calls using specific channels, you can limit your report's results to include only calls made using those codes. Specify the trunk access code in the text box provided.

Reporting_filter
FilterTrunk access code
Value9

This filter accepts the comparison operators ! and *.

You can use the ! symbol to explicitly exclude a trunk access code from the report's results, and/or the 

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching. For example, to exclude calls made using the
Referencemacro
Label9
 trunk access code, you could enter 
Keywordmacro
Label!9
To report on more than one trunk access code, use a comma to separate each entry.

Selecting the report options

This section allows enables you to further narrow down your report results, by excluding certain types of calls or sorting the . It also allows you to sort the report's results in a particular manner. The filters are fairly self-explanatory. For example, if you would like to exclude weekend calls from the report, simply tick the option to exclude weekend calls. If you would like to ignore missed calls shorter than a specific duration, simply enter the duration in the box.

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Exclude weekends

This option allows you to To exclude weekend calls from any results shown. If you would like to exclude weekend calls, simply select the tickbox to exclude weekend callsyour report's results, select the 

Referencemacro
LabelExclude weekends
 option.

Reporting_option
OptionExclude weekends

Exclude transfers

Select this option if you would like to exclude transfers when running a reportTo exclude transferred calls from your report's results, select the

Referencemacro
LabelExclude transfers
 option.

Reporting_option
OptionExclude transfers

Summary only

When running a report, you may not want to display in the results every call lost. If you want to only show To show only a summary of lost calls - , instead of listing all calls - an itemised list, tick the box  ReferencemacroLabelSummary only, as shown below:

Reporting_option
OptionSummary only

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Tick this option if you do not want to replace dialled numbers, CLIs and account codes with their equivalent associated names, as defined in your web user's contacts list(s).

Reporting_option
OptionDon't replace numbers with contact names

Hide unused

This option allows you to To exclude unused extensions from the results shownyour report's results, select the Hide unused option.

Reporting_option
OptionHide unused

Hide charges

If you wish to To hide the charges applied to this report, tick the box provided.select the Hide charges option:

Reporting_option
OptionHide charges

Sort order

Choose whether you would like from the Sort order drop-down list whether you want the results of the report to appear in ascending or descending order, by selecting from the drop-down list provided.

Reporting_filter
FilterSort order
ValueAscending

Sort results by

You may choose the order in which results are sorted by selecting the appropriate option from the list provided:To sort your report's results by a particular column, select it from the Sort results by drop-down list.

Reporting_filter
FilterSort results by
ValueDate & time

Group calls by

Choose from the

...

Group calls by drop-down list how you want to group your results

...

. You have the option of choosing User or Container from the drop down list below:

Reporting_filter
FilterGroup calls by
ValueUser

...

This section allows you to choose the output media format of your completed report. To select the desired format, click on the drop-down list and choose from the available options: Web, PDF, Excel, CSV and XML. The formats available are 

Referencemacro
LabelWeb
Referencemacro
LabelPDF
Referencemacro
LabelExcel
Referencemacro
LabelCSV
 and 
Referencemacro
LabelXML
.

More details about each report format are available in the Setting the report format section above.

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

Creating the report

When you have chosen selected a reporting period , and are happy with your selections, you have two options:

...

and have chosen any filters and options, you can either run the report immediately by clicking on the

Buttonmacro
LabelRun now
 button, or schedule it for future delivery.

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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.

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<a id="The report's results"></a>

The report's results

When selecting WEB as the output format, this report will appear as below. To view details of any filters or selection parameters used in creating this report, simply click on About this report on Below is an example of this report's output in Web format. By clicking on the About this report link at the top-right corner of the page, you can review any filters and options that have been applied to the report.

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As with all reports , the header produced by TIM Plus, each page of the report includes the following information:

  • the report's title
  • the date and time of that the report was generated
  • the name of the report, if applicable

The WEB format allows for complete flexibility when viewing any report. All headers are clickable, allowing you to re-arrange the report layout in seconds, to sort the calls in ascending or decending order based on the header clicked.The headers of this report are as followsWeb format is the most interactive of all formats: all column headers are click-sortable and most graphical and tabular elements can be drilled down into, allowing deeper analysis of your results.

The body of the report consists of an itemised call list for each billed user. Each itemised list has the following column headers:

HeaderDescription
Date & TimeThis column shows the The date and time when the call was madestarted.
Dialled numberThe telephone number that was dialled.
DestinationThis is the The location name associated with the number dialled . Please note that any number can be customised with its own specific duration in the locations field of the Directory.
DurationThe duration field shows the total time spent on the call, in hh:mm:ss format.
CostThis is the total The cost of the call. Please note that on multi-national sites the cost would normally be set to appear in local currency.(s).
SubtotalThe subtotal total cost of all outgoing calls for each user, made during the period covered by this bill excluding any local taxes.
Bill totalThe total cost of all outgoing calls made during the period covered by this bill excluding any local taxesfor all users.
Tax (20.0%)The amount of any local tax that applies to the bill. The tax rate is settable.sales tax to apply to the bill (if applicable).
Total payableThe total amount payable, including any taxes.

 

If you would like to go back and view this report for a larger section of the organisationTo modify your report to cover a larger organisational scope, click on the appropriate link in the breadcrumb, an element of the breadcrumb as shown below:-

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