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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.
Running the report
On the Reports screen, click on Account summary in the reports list and then press the button.
The following report selection criteria window appears:
Reporting period
Every report requires a period to run over. This is generally defined as the "Reporting period".
There are several pre-defined periods that can be selected from a simple drop-down list as shown above.
The built-in periods are based on a standard Gregorian calendar and are defined as follows:
| 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 01, the month is set to the current month minus one, or in the case of January, it is set to 12. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. 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 date and time of the first and last call in the entire call database, respectively. |
| Custom period | Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates. |
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:
