...
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.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817257/phone_bill_1.png |
|---|
|
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
tab, select the user group and click the button.| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817257/phone_bill_marking_calls.png |
|---|
|
A new window will appear, where you can add the desired markup. In In the
window that appears, select the tab and enter a percentage markup in the box provided, then click on the button. In the example below, a 50% charge
is automatically would be added to all calls in the selected group.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817257/phone_bill_charges.png |
|---|
|
To apply a markup for an individual user, navigate to the
tab, locate the user you are interested in and click the 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.| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817257/phone_bill_markup_user.png |
|---|
|
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
tab, select the user and click the button. On the User properties window that appears, select the tab and enter a description and a charge in the boxes provided, then click on the button.| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817257/phone_bill_charges_user.png |
|---|
|
| HTML |
|---|
<a id="Running the report"></a> |
...
A new window will appear, where you can set the parameters of your report.
...
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.
...
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
...
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817244/filter_general.png |
|---|
|
Account code
If you want to To produce a bill report consisting only of only chargeable calls that were made using a particular account code, enter the account code in the field provided.
| Reporting_filter |
|---|
| Filter | Account code |
|---|
| Value | 0140 |
|---|
|
...
You can use the ! symbol to explicitly exclude a trunk access code from the report's results, and/or the
symbol as a wildcard in digit pattern matching. For example, to exclude calls made using the trunk access code, you could enter . To report on more than one trunk access code, use a comma to separate each entry.
Selecting the report options
...
Summary only
To show only a summary of lost calls, instead of a an itemised list of all calls, tick the box Summary only, as shown below:
...
Choose from the Group calls by drop-down list the column by which how you want to group your results. You have the option of choosing User or Container from the drop down list below:
| Reporting_filter |
|---|
| Filter | Group calls by |
|---|
| Value | User |
|---|
|
...
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
, , , and .More details about each report format are available in the Setting the report format section above.
| HTML |
|---|
<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
button, or schedule it for future delivery.| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817244/creating_the_report.png |
|---|
|
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.
| HTML |
|---|
<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.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817257/phone_bill_1.png |
|---|
|
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:
| Header | Description |
|---|
| Date & Time | This column shows the The date and time when the call was madestarted. |
| Dialled number | The telephone number that was dialled. |
| Destination | This 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. |
| Duration | The duration field shows the total time spent on the call, in hh:mm:ss format. |
| Cost | This 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). |
| Subtotal | The subtotal total cost of all outgoing calls for each user, made during the period covered by this bill excluding any local taxes. |
| Bill total | The 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 payable | The 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:-
| Screenshotmacro |
|---|
| Border | false |
|---|
| Shadow | false |
|---|
| URL | /download/attachments/4817244/breadcrumb.png |
|---|
|