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Introduction
The Account summary report will allow you to report on any calls run using account codes. Please note that your telephone system will need to be capable of providing account codes in order to use this feature.
Account codes are normally used when you want to be able to allocate all calls made on behalf of a user or client back to that persons bill e.g. a solicitor may be making several calls to different numbers on behalf of a client and answering calls from different people on behalf of the same client or a hospital may provide account code to allow particular users to use any phone on the hospital site and still have calls billed back to their personal account.
Many telephone systems provide the facility to enter in an account code before making a call or during a call. You simply enter in the account code(s) and the period you are interested in and you can get a detailed list showing all calls made/ and/or received for that account code or group of account codes.
Understanding the Results
When selecting Web as the output format, this report will appear as above.
The Web format allows for complete flexibility when viewing any report. To view details of any filters or selection parameters used in creating this report, simply click on About this report at the top right of the page.
All headers are clickable allowing you 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 follows:
| Header | Description |
|---|---|
| Carrier | This column shows the carrier used to route the call. |
| Charge band | It shows the chargeband applied to the call. |
 |
It shows the total number of calls to that chargeband. |
| Total duration | The total time spent on calls to that chargeband. |
| Total cost | The total cost of calls to that chargeband. |
In the above example, the numbers '52001','52002' etc. represent the account code.
If you would like to go back and view any report for a larger section of the organisation, simply click on the appropriate link in the breadcrumb as shown below:
