2 Table of Contents 1. Introduction Login and Launch Help Browsers and screen resolution Quick Start Guide Dashboard Usage Summary View Itemised Call Details Invoice Summary Observations Watch points Users with more than one phone number Users who pay their own invoice Electronic Invoice Usage Tagging Tagging Overview Tagging Administration Process Usage Tagging Tagging your calls as Personal Adding Personalised description Tagging Reports Business Usage Personal Usage All Usage My Reports Advanced Reporting Features Trends Reports Report Functionality Cost Summary Cost Range Usage Summary C1 UNCLASSIFIED Page 2 of 23
3 5.2.5 Billing Period Peak/Off peak Daily Distribution Duration range Usage Type Roamed Usage Transmission Summary Bundle Usage My Reports Scheduled Reports Creating customised Call reports Creating customized Charge reports File Exports Usage Download Phone Summary C1 UNCLASSIFIED Page 3 of 23
4 1. Introduction Vodafone Bill Manager (VBM) is an online billing service within Vodafone Corporate Online (VCO). VBM lets you see your mobile phone spend and your itemised usage. If you pay your own invoice, you can also print and download your electronic bill. VBM is a feature rich reporting and analytics service offering with a wide range of reports, so you can analyse your calls, data use, roaming calls, messaging and mobile content purchases. VBM also lets you tag the numbers you call to identify if the call is a personal or business call. You can then generate reports showing just your personal or business usage. Note: this feature is dependent on the company profile settings, so not all users will see these menu options. 1.1 Login and Launch Your account is set up by your customer administrator. You ll need a VCO username and password to access the service. They ll set up your VBM account which will create a VCO username (this will be your address), and a temporary password. To launch VBM, simply use your address to log in to Vodafone Corporate Online The first time you login you ll be asked to enter the temporary password which you received by , then select a new password. When you login you ll land on the Vodafone Corporate Online page. From here select Online Billing on the main menu, then Launch VBM. This will take you to the VBM Dashboard which is the main landing page for VBM. If you need more assistance with access to Vodafone Corporate online, please refer to Vodafone Corporate online help. C1 UNCLASSIFIED Page 4 of 23
5 1.2 Help Vodafone Bill Manager help can be found under the Help tab above the main Vodafone Menu bar. Additionally, throughout the site you ll see the red question mark icon. Selecting the help icon will display help information relevant to the page or portlet you are currently viewing. 1.3 Browsers and screen resolution Great care has been taken to optimise this service across all browsers; however, advance functionality which is required to make the service function relies on established web standards which some older browsers do not support fully. As a result, some users may encounter problems using older applications. VBM supports IE 6, 7 & 8 and Firefox 3.6. Vodafone Bill Manager is optimised for screen resolution 1280 *1024. C1 UNCLASSIFIED Page 5 of 23
6 2. Quick Start Guide When you launch VBM you ll be taken to the Dashboard. This provides a single snapshot of your bill, making it simple to see your usage and charges. 2.1 Dashboard At the top of the dashboard is the main menu bar where you can access; Trends, Reports, Usage tagging, File exports or return to Vodafone Corporate Online. Note: Changing your password and personal account details can be done via Vodafone Corporate Online My account. Above the VBM main menu bar, you ll find a Help tab, here; you can download the user guide and see answers to frequently asked questions. By default VBM will display the most current billing period but you can switch to other months by changing the Billing Period at the top of the page. The rest of the dashboard is split into 4 areas; Usage summary, Invoice summary, Observations and Watchpoints, see figure 1, VBM Dashboard Figure 1. Vodafone Bill Manager Dashboard. C1 UNCLASSIFIED Page 6 of 23
7 2.2 Usage Summary On the Dashboard you will see the Usage summary portlet. This shows a summary of your usage and usage charges. It shows the total usage charge, duration, number of calls, messages and purchases, data volume and amount of phone numbers. When you roll over each of the six usage headings, the graph on the right will change to show you a comparison of the current and previous invoices. The arrows next to the data show increases or decreases from the previous billing period. If you hover over the arrows, the previous invoice amount will be displayed. A link is also available within this portlet taking you to a detailed usage summary report. The usage summary report will show summary information, but can be drilled down to show call itemisation. For further details see section View Itemised Call Details. Note that the Usage charge shown on the dashboard is the amount charged on your invoice, whereas usage costs shown in the usage summary report are the pre-rounded values. C1 UNCLASSIFIED Page 7 of 23
8 2.2.1 View Itemised Call Details You can access call Itemisation either from the Dashboard-Usage Summary Portlet by selecting the hyperlink View Usage summary report or from the Reports Menu then selecting the Usage summary report listed under the Costs heading. The Usage summary report breaks down the total usage costs for a phone number. First you will see a summary showing; Number of calls, Messages and purchases, Duration, Data volume, and Cost. To view the detail, click on the magnifying glass icon next to the phone number. This will open a new window. To view all your itemisation for the selected billing period, select the View detail button. This will show the call itemisation listed in cost descending order. You can change which column the report sorts on, e.g. change to date order, by clicking on the red arrow icon at the top of each column heading, This report can be ed, downloaded, scheduled or printed using the four icons at the top right of the portlet. When you select the icon, you can select the format you want the report to be ed in, e.g. CSV, Excel, PDF etc. Click the preferred option then select report. Save When you select the save icon, you can select the format you want to download the report in, e.g. CSV, Excel, PDF etc. Click the preferred option then select Download report. Schedule Report - This feature is a great way of automating this report so it is automatically created, every billing period. As soon as a new bill is loaded on VBM, scheduled reports will automatically be ed to your address without you needing to login to VBM. When you select the schedule icon, you can select the format of the report, e.g. CSV, Excel, PDF etc. Then you can choose if the report is to be ed just to you or to additional contacts. To add contacts (other than you), select manage contacts and add the address or group. Then when you re finished, click on the Schedule report button. Print - When you select the print icon, it will ask to display the print preview page where you can choose to print selected pages of the report. If you only want to view part of your itemised call report you can amend the reporting criteria or presentation criteria. Reporting Criteria - This option enables you to edit the reporting criteria, for example to select a specific time period or to alter the way the data is sorted. Presentation criteria This option enables you to adjust the way results are displayed. You can choose to group your data by a range of criteria (e.g. Date, User name, Dialled number etc.) and/or order it in a particular way (e.g. by Volume, Duration, Cost etc.). Results can also be limited, so only a selection of the results is shown e.g. the top 50 calls by cost. C1 UNCLASSIFIED Page 8 of 23
9 2.3 Invoice Summary On the Dashboard you will see the Invoice summary portlet, this shows the total charge (ex VAT), plus a breakdown of usage charges (as shown in the Usage summary) plus recurring monthly charges and any other one-off charges. The dashboard shows the last three billing periods. However, selecting See all invoices will expand the view to show up to 13 months. Underneath the invoice table is a graph which shows you comparative information across billing periods. To change the view criteria of the graph use the drop-down box. If the graphs are not visible then click Show chart to see a graphical view of the invoice breakdown. If you have appropriate access rights to view invoices then there will be a Details link next to the invoice. By clicking the details link you will be presented with a breakdown for each invoice and a PDF icon where you can view the electronic invoice. When you click on the PDF icon, a new window opens showing the electronic invoice. The electronic invoice can be viewed, searched, printed and downloaded. You can navigate to specific sections or phone numbers of the invoice using Go to. You can choose to print and download the full invoice, page ranges or current page. C1 UNCLASSIFIED Page 9 of 23
10 2.4 Observations Observations are key changes on your invoice highlighting averages and changes in your usage and charges. To view all observations click See all observations. Observations are system defined. The observations are grouped into general observations shown by exclamation marks, or increase/decreases shown by the red and green arrow icons. All observations are comparative to the previous month. Use the details link to quickly go to the relevant report to view more detailed information. 2.5 Watch points Watch points let you to keep track of up to five specific telephone numbers, perhaps your most frequently dialled, personal numbers or those relating to a particular job or client. To set up which numbers you wish to keep track of, click the Edit button and enter your chosen dialled numbers - you can enter up to Users with more than one phone number If you have more than one phone number you will see a Find and Reporting structure tab at the top of the dashboard. To view billing data for one number, enter the phone number in the Find box and click on it. The dashboard will now show information relevant to this number. If you don t remember the number or you want to see all the numbers available to you to view, select Reporting structure. You will then see then see My phone numbers in the current selection. Click on the red arrow next to My numbers, this will expand the view to show the full list of phone numbers. Then simply click on one to view billing information for this phone number. If you don t select a number, the Dashboard will show the total charges and usage of all your phone numbers. At the top the page it will confirm the number you are viewing. C1 UNCLASSIFIED Page 10 of 23
11 2.7 Users who pay their own invoice The Dashboard will show the total charges and usage of all your phone numbers. You can see the number of phones on the invoice on the Usage Summary portlet phone numbers. If you pay your own invoice you will see a Find and Reporting structure tab at the top of the dashboard. To view billing information for just one number you can enter the phone number in the Find box and click on it. The dashboard will now show information relevant to this number. If you don t remember the number or you want to see all the numbers available to you to view, select Reporting Structure. You will then see the billing account number in the current selection. Click on the red arrow next to your account to expand the view. Depending how your account has been set up, you may need to continue expanding the structure, until you see the phone numbers. When you see the phone numbers, simply click on one to view billing information for this phone number. At the top of the page you will see confirmation of the number you are viewing. 3. Electronic Invoice Vodafone Bill Manager provides users with appropriate access rights, with the ability to view, print and download their invoices online. The electronic invoice is in PDF format and is an identical copy of paper invoices. Invoices can be printed from the Invoice summary portlet on the dashboard or more simply by clicking Invoices on the main VBM menu bar. The search box enables you to search by invoice number or by billing account (BAN/BEN). To view an invoice, click on the PDF icon next to the invoice. This will open a new window displaying your invoice. On top menu bar, you can use the green forward/backward arrows to navigate through the pages. The Go to icon allows you to go to a particular page or search for a particular CTN (or phone number). The magnifying glass icon enables you to find information. Invoices can be downloaded or printed as a whole or as individual pages or page ranges. Large documents can be compressed (zip). Note: whilst VBM reports only supports itemisation for the 3 most recent months, if your invoice contains call itemisation, this can be viewed for up to 13 months of history. C1 UNCLASSIFIED Page 11 of 23
12 4. Usage Tagging 4.1 Tagging Overview Your company administrator can give you access to the Usage tagging feature, so that you can view your mobile usage and tag your calls to indicate if the call was business or personal use. Call tagging is a simple way of splitting your bill into business and personal usage. The Business usage report and Personal usage reports can then be used as part of your company procedures to pay/reclaim personal call cost or business call costs. For further details, refer to your company procedures. Usage Tagging is accessed from the main menu, clicking on this takes you to the Usage tagging overview page, where you can define your tags and access the split usage reports. 4.2 Tagging Administration Process VBM call tagging allows end users to; Tag dialled numbers and individual calls as personal. Submit tagging to lock tags for the current billing period Save personal tags so they are applied to future billing periods Produce reports split by personal or business use This portlet is split into three sections: Tagging Business/Personal usage reports My reports Create a bespoke report based on usage charge information. C1 UNCLASSIFIED Page 12 of 23
13 4.3 Usage Tagging Tagging your calls as Personal Usage tagging allows you to identify and tag any personal calls you have made in the current billing month. You can tag individual calls or all calls to a particular number. On the usage tagging menu, you will see a complete list of all the numbers that you ve dialled. To tag a number as personal click on the circle next to the dialled number, once clicked the circle will change to a red circle with a cross, this fully tags a number and this number will continue to be tagged as personal in all future months via learned tagging. To tag an individual call, click drill down on the magnifying glass next to the dialled number. You ll then see the individual calls made to this number. To tag a call as personal, click on the circle next to the individual call, This number on the overview page will be shown as partially tagged, with the circle showing as a single line tagged numbers will not be remembered next month.. Partially If there are multiple pages of numbers, you can save the tags on each page. Or when you are finished select the save all tagging button, which saves all your changes. When you ve completed all your personal tags for the current invoice period, click on the Submit tagging button. You'll then be asked to confirm. This will lock your tags so you can no longer edit them. Once locked the tagging icons will be replaced with a padlock icon and a message displayed to say Your tagging has been locked for this bill. Calls were submitted on DD/MMM/YYYY HH:MM:SS. The detailed drill down will still be available when your statement is locked, but the tagging icons will show the padlock icon as well and no changes can be made. Your administrator will be able to see if you ve viewed your billing information and whether you ve submitted your tags. Administrators can send you reminders to submit or lock your account if you haven t submitted your tags. If for any reason you need to unlock this bill so that the tagging can be updated, you ll need to contact your company administrator who ll be able to unlock it for you. If an administrator locks a message locked by Administrator will be shown on the Users Usage Tagging screen, Please note that even if your statement is locked, you can continue to alter the description of a dialled number description and mark it as being personal in the future. You ll also still be able to drill down to your individual usage records. All submitted fully tagged numbers will apply to future invoices, unless the user untags this number or partially tags it. C1 UNCLASSIFIED Page 13 of 23
14 4.3.2 Adding Personalised description To help you analyse your billing information you can choose to personalise the descriptions of the dialled numbers. This can be for any dialled number, business or personal. Personalised descriptions only apply to your invoice and do not affect tagging. Personal descriptions will apply to future invoices. To add a personal description, click on next to the dialled number. This will show a new window with a text box where you can add your description. You can also choose one of the icons which will be displayed with the description. The Revert to original entry tick box removes your personal description and reverts to system description. Any personalised descriptions can be hidden from usage reports. Access to personalised descriptions is available on several reports in VBM, including Business usage report and Personal usage report. Please note, if an Admin user (assigned to the top level of the company structure) enters a description, you will see this amended description. But you can change this if required and also hide this description on exported reports. You can also reset the changed description back to the original description, however please note sorting is based on the original description not the user defined description. 4.4 Tagging Reports Business Usage This report shows all the calls that you have left untagged i.e. Business, in the 'Usage tagging' page. This report is read only and no changes to the tagged status can be made. However, you can print, and download in a number of formats. If the report is ed or downloaded, any personal dialled number descriptions will be replaced with the original description Personal Usage This report shows all the calls that you have tagged i.e. personal. This report is read only and no changes to the tagged status can be made. However, you can print, and download in a number of formats. If the report is ed or downloaded, any personal dialled number descriptions will be replaced with the original description All Usage This report shows all the calls that you have made with both tagged and untagged usage together. This report is read only and no changes to the tagged status can be made. C1 UNCLASSIFIED Page 14 of 23
15 If supplied in the data, two additional fields will be available: Tax cost and Tax exempt cost. These will indicate if the call included tax or tax was exempt. This is purely for reference and no tax calculations are done. You can print, and download in a number of formats. If the report is ed or downloaded, any personal dialled number descriptions will be replaced with the original description My Reports The My reports functionality is accessible from the Usage tagging menu and offers some additional options to that in the main reports area; see section 5.3 C1 UNCLASSIFIED Page 15 of 23
16 5. Advanced Reporting Features The quick start section shows you the main features of Vodafone Bill Manager, how to download your invoice and how to view your itemised calls. Vodafone Bill manager offers many more advanced features to enable you to understand your phone charges in much more detail. This section describes the full set of reports and trend analysis you can do when you have access to the site. 5.1 Trends The Trends menu allows you to view graphical reports showing usage information that you can compare across historical billing periods. C1 UNCLASSIFIED Page 16 of 23
17 A number of pre-defined charts are available, which can be selected using the Category drop-down menu. These categories allow you to select a particular type of usage e.g. calls while in the UK. Data can be further filtered using options within the View by dropdown, showing number of calls, duration, messages, data volume and cost. You ll see two charts, so you re able to compare one set of data with another. The icons to the right of the chart allow you to change its format. The icons, from the top, allow you to choose from: bar chart, line chart or area chart. Clicking the bottom icon will print your chart. To create a new chart, click the Create a new trend chart button. You ll then be given a range of variables and options to select from. Start by creating a name for your chart, and then select your desired Format, Axis, Category and View. You can use the two axes (axis 1 and axis 2) to compare one category against another. Once you ve entered the relevant information, click on the Save as a new trend chart button. Once you ve saved your new chart it will show under My trend charts in the drop-down menu you viewed earlier. To go back and view your charts select Return to trend overview. 5.2 Reports The Reports menu gives you access to a range of predefined reports grouped into Costs, When, Where, and How. Additionally, you can customise your own reports in the My reports section. Any report can be run on any individual phone number. Select the phone numbers then choose one of the reports by clicking on it. Once a report has been selected and viewed you can either return to the 'Overview' page or alternatively select another report via the drop down menu on each group. The majority of reports initially summarise data, which can then be further interrogated by 'drilling' down to the usage/charge details screen. All reports display information in text; some reports can also be displayed graphically. C1 UNCLASSIFIED Page 17 of 23
18 5.2.1 Report Functionality Unless specifically stated within each report help text, all reports share the same functionality; this includes: Select detail icon. This drills down into the data to view the actual usage/charges and you ll be taken to the Summary of search results screen. From here, click the View detail button to see the available records. Please note, if this returns too many results this button will not be available and you must refine your search. 'Print' preview - Lets you preview and then print your selected report. Lets you the report you are viewing in a number of formats. Save Enables you to download and save the report you are viewing in a number of formats. Schedule report Allows you to set up the report you are viewing so that it runs automatically each month and is sent via to you. You can also add a list of addresses or distribution groups that the can be sent to. Most reports will show data in a table format with data in cost descending order. Reports can be run in any billing period. To alter the billing period you re viewing select a new period at the top of the page. It s possible to drill down from all reports to see more detailed information by clicking on the magnifying glass Select detail icon. To view the detail, select View Details this will show all itemisation up to a maximum of 10,000 rows. To be more selective you can amend the reporting criteria or presentation criteria. Reporting Criteria - This shows the filters applied to your report, and provides the option to edit the criteria for example to select a specific time period or to alter the way the data is sorted. Presentation criteria gives you the option to refine your reports further by adjusting the way results are displayed, with the data ordered in the way most relevant to you. You can choose to group your data by a range of criteria (e.g. Date, User name, Dialled number etc.) and/or order it in a particular way (e.g. by Volume, Duration, Cost etc.). Results can also be limited, so only a selection of the results is shown. Using Presentation criteria, a report that returns 200 call records could be refined so only the top 50 records (by value) are shown, grouped by area code. C1 UNCLASSIFIED Page 18 of 23
19 5.2.2 Cost Summary The Cost summary report breaks down the total billing costs for each phone number. The following columns are shown: Recurring charges, Usage charges, Other charges, Recurring credits, Usage credits, Other credits, Total (ex VAT). The report can be saved and ed in the formats detailed in the reports overview, but no graph is available Cost Range The Cost range report splits the usages into cost ranges e.g. from to The report displays the Number of calls, Duration, Messages and purchases, Data volume and Cost of usage records falling within each cost range to show if calls are typically high or low cost per call. This report is ideal for identifying if the majority of calls are of high or low cost, potentially highlighting where call costs could be reduced. You can drill-down to see more details by clicking on the magnifying glass. A graph is available showing the cost ranges Usage Summary The Usage summary report breaks down the total usage costs for each phone number. For each phone number you can see; Number of calls, Message and purchases, Duration, Data volume, and Cost. You can drill down to see the list of itemised usage records Billing Period The Billing period report details usage (e.g. calls made, texts sent etc) for each calendar day within a billing period. The user can select a drill-down on a particular day and see the itemised list of calls made through that day (24 hours). By default, the data is ordered in cost descending order, but data can also be ordered by any of the columns, e.g. date, by clicking on the red arrow under the column headings Peak/Off peak The Peak/off-peak report shows you the number of calls that have been made, during each of the following time periods: Peak, Weekend, Off-peak, and Not applicable for any calls that don t confirm to these groupings e.g. GPRS data. The time periods are defined by the following: Peak: 08:00:00 18:59:59 Monday Friday Off-peak: 00:00:00 07:59:59 and 19:00:00 23:59:59 Monday Friday Weekend: 00:00:00 Saturday 23:59:59 Sunday Bank holidays are not taken into account. Indication arrows to the right of each line item will highlight changes in the cost of usage from the previous month. C1 UNCLASSIFIED Page 19 of 23
20 Graphs are available, showing the data in a graphical format (e.g. pie or bar charts) Daily Distribution The Daily distribution report presents all usage based on time of day. Usage is grouped in hourly time-slots; showing you how many calls were made throughout the 24 hours in the day. This shows you when the busiest time is and whether calls are made outside normal office times. Due to the way Vodafone aggregate GPRS usage consumed in a 24 hour period, all usage is shown with a timestamp of 00:00:00. This does not indicate that any users were transferring data at midnight, it s simply a generic timestamp given to all data usage. Selecting the Detail magnifying glass icon allows you to view a detailed report on that hour, and edit the reporting criteria to filter and group the data presented Duration range The Duration range report shows all usage based on the length of the call. Usage is grouped into duration ranges (i.e seconds; 31 seconds to 1 minute; etc). This report identifies the typical length of calls, e.g. if most calls are short or long. The report will also separate out usage items that are not charged by duration (such as GPRS data or SMS, for example). By default the report is sorted in cost descending order, however, using the red arrows under each column heading the report can be sorted using other criteria, e.g. duration range. Usage arrows will be shown, indicating changes in the volume of calls within each duration range Usage Type The Usage type report shows you all usage billed in the chosen billing period against the selected company structure, separated into different usage type categories (e.g. Calls while in the UK, Messaging while in the UK, Roamed calls etc). It s a particularly useful report for analysing the most common types of usage, and their relative costs. By default the report is sorted in relation to the number of calls, with the category showing the highest usage listed at the top. However, the information can also be ordered by clicking on the red arrow underneath each of the column headings: Usage type, Duration, Messages and purchases, Data volume or Cost Roamed Usage The Roamed usage report provides the opportunity to quickly see usage within your nominated company structure during the billing period, which has been incurred while users were roaming abroad. Roaming usage is separated into a variety of categories (e.g. Roamed SMS, Roamed incoming calls, Roamed outgoing calls) and this can be compared with all other usage (listed as Not roamed usage). C1 UNCLASSIFIED Page 20 of 23
21 The data is sorted, by default, according to the number of instances of each type of usage ( Number of calls ). However, it can also be sorted by clicking on the red arrow underneath any of the other column headings (Usage type, Duration, Messages and purchases, Data volume or Cost). Indication arrows next to each usage type will highlight variations from previous months. A graph is available for this report (by clicking on the pie chart icon at the top right of the report page) and the report can be saved and ed in the formats detailed in the reports overview Transmission Summary This report breaks down your usage data and separates it according to the transmission type used (i.e. how the call or data is passed across the Vodafone network and therefore, in most cases, how it is then billed). Categories of transmission type include: SMS (text messaging), Calls, MMS (multi-media messaging), Video Calls, Voice Calls, Circuit Switched Data, Fax, Supplementary services, Mobile browsing and data and Purchase (content download such as ringtones). By default, the report is sorted according to cost with the most expensive type of usage listed at the top but the data can be sorted by clicking on the red arrow underneath any of the column headings. A graph is available for this report (by clicking on the pie chart icon at the top right of the report page) and the report can be saved and ed in the formats detailed in the reports overview Bundle Usage The Bundle usage report provides a simple summary view of how all bundles have been utilised within a billing period. You can quickly see the usage that has qualified as In bundle (i.e. counted against the inclusive minutes/data/text allowance, as well as usage that has fallen outside bundle eligibility and therefore been charged. A graph is available for this report (by clicking on the pie chart icon at the top right of the report page) and the report can be saved and ed in the formats detailed in the reports overview. 5.3 My Reports The My reports functionality allows you to manage and run scheduled reports and customise reports to meet your needs. You can create customised reports based on charges using the 'Charge reports' functionality or based on usage using the Call reports functionality Scheduled Reports Any report either standard or user-created via My reports which has been scheduled will appear in the scheduled reports management portlet. The scheduled reports management portlet allows you to view the reports that have been set up, re-run them, modify or delete them. Selecting edit enables you to choose the format you wish your report to be exported in, set up the report to run either as a one-off or for every new billing period, and select address(es) of people to whom the report should be ed once generated. C1 UNCLASSIFIED Page 21 of 23
22 Scheduled reports can be run on all company structures (billing defined, custom defined and historic). However, if you choose to run a report on an historic structure, the report will only be generated once on the structure the user created it on Creating customised Call reports 'Call reports' produce customised reports based usage information. Clicking on the 'Call reports - New' link will present you with a number of tabs (Who, Where, When, How etc) from which you can select the information and variables you want to create your custom report from. Each tab contains a number of filters and the details you enter here will determine the parameters and content of the custom report you generate. You don t need to go through every single tab to generate a report you can click on the Run or Save and run buttons at any stage to generate the report based on the criteria you ve selected at that point. The Where, When, How, Duration, Cost and Sort By tabs allow you to enter filters to further narrow your usage report and define how the data will be sorted when presented.. As you build up your report the 'Your selected criteria' box on the right hand side of the screen will build up a list of your selected filters and reporting criteria. To save reports for future use click the 'Save and run' button. Your new report will then be displayed on the Reports overview page below the Call Reports new menu. Once saved, reports can be updated as and when required. If you schedule your saved report, it will appear in the scheduled reports management portlet Creating customized Charge reports 'Charge reports' produce customised reports based on charges. By clicking on the 'Charge reports - new' link will present you with a number of tabs (Who, When, How, Charge etc) from which you can select the information and variables you want to create your custom report from. Each tab contains a number of filters and the details you enter here will determine the parameters and content of the custom report you generate. You don t need to go through every single tab to generate a report you can click on the Run or Save and run buttons at any stage to generate the report based on the criteria you ve selected at that point. The When, How, Charge and Sort By tabs allow you to enter filters to further narrow your charge report (setting up the elements that you wish to report on), as well as how the data will be sorted when presented. As you build up your report the 'Your selected criteria' box on the right hand side of the screen will build up a list of your selected filters and reporting criteria. To save reports for future use click the 'Save and run' button. Your new report will then be displayed on the Reports overview page. Once saved, reports can be updated as and when required. If you schedule your saved report, it will appear in the scheduled reports management portlet. C1 UNCLASSIFIED Page 22 of 23
23 5.4 File Exports The File exports feature enables you to download raw billing data files in CSV format which can be merged and sorted in your preferred accounting or data base software. Data extracts are available to all users irrespective of their position in the company structure; however, the data will be just for the phone numbers they have permission to view. File exports are billing period and company structure aware, if you need to change this you need to do this on the dashboard. Files will be downloaded in.csv. Once a report has been scheduled to run, the status changes from Not Scheduled to Waiting to be created and the action changes from Schedule data extract to view details. Once the extract is ready this message will change to Ready for download and the user can download the data extract or reschedule a new one. Users can view other portlets while the data extract is being created, Please note on the data extracts, an Â will be displayed in the cost column if the user is not using Excel 2003 SP3 and above for Excel compatibility, if the download uses notepad the Â will not be displayed and the associated currency symbol will be displayed Usage Download The Usage download file is available to all users and downloads a file of all your usage records (please note recurring charges are not included). Click on the schedule data export link and you will be informed on screen when your download is available to view Phone Summary The phone summary data export is available to all users and downloads a file of charges and usage with all information relative to an individual phone number. Information included; Total charge, Recurring charges/credits, Usage charges/credits, cost/number of calls while in the UK, cost/number of calls when roaming, cost/number of messages while in UK, cost/number of messages while roaming, cost/volume of mobile browsing and data while in the UK, cost/volume of roamed browsing and data, cost/ volume of purchases and VAT information. C1 UNCLASSIFIED Page 23 of 23
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Cubik OneStopCMS An introduction to the features of Google Analytics Author: Cubik Helpdesk Email: firstname.lastname@example.org Date: 27 January 2011 Version: 1.5 Cubik, Glenewes House, Gate Way Drive, Yeadon, Leeds,
Accessing The Doctors Clinic Physician Connect The Doctors Clinic s commitment to excellence in patient care presents healthcare providers in our community access to electronic health records. Here s how:
my.scouting Tools Training-Home my.scouting Tools is best experienced using the latest version of Google Chrome or Mozilla Firefox. Also works with the latest version of Safari, and Internet Explorer (v11).
SLA Online User Guide Contents SLA Online User Guide 2 Logging in 2 Home 2 Things to do 2 Upcoming events/calendar 3 News features 3 Services 3 Shopping Basket 3 Appointment/Visit Bookings 4 Quote Requests
User Guide Setup, sales, purchase and support information for your Clear Books account Digital Edition Contents 4 Chapter 1: Customising your Dashboard 7 Chapter 2: Setting up a Bank Account 12 Chapter
Welcome to Energia online online Users guide Welcome to Energia online - Quick Guide Step 1: Logging on Click on the customer log in section on the top right of the energia.ie homepage Enter your e-mail
A FRESH NEW LOOK FOR YOUR INVESTMENTS A handy reference guide We are delighted to bring a new look to the client portfolio screens on our website. We hope you enjoy using them; you might want to keep this
OneSourceFax Customer Guide General Information Billing: OneSourceFax Plan Features Monthly Charge OneSourceFax 150 Unlimited Faxes to Numbers in your Local Calling Area $12.95 150 Nationwide Long Distance
Call Logging provides companywide call records, comparison and analytical tools for tracking and improving the efficiency and effectiveness of business communications. An intuitive, feature rich interface
Guidelines to assist with electronically registering, submitting, receiving and viewing applications for QFES Referral Agency Advice under the Sustainable Planning Act 2009. State of Queensland (Queensland
SAP BusinessObjects Financial Consolidation Document Version: 10.0 Support Package 18 2016-02-19 SAP BusinessObjects Financial Consolidation Web User Guide Content 1 General user functions....12 1.1 To
Adobe Marketing Cloud Data Workbench Dashboard User Guide Contents Data Workbench Dashboard User Guide...4 Business Opportunities...4 Features...4 Glossary...4 Getting Started...6 Dashboard User Interface...6
my.scouting Tools Training Dashboard YPT Aging my.scouting Tools is best experienced using Firefox 14 or greater, Google Chrome 21 or greater, Apple Safari 6 or greater, and Internet Explorer 9.0 or greater.
any comms + Leicestershire County Council s Secure File Transfer System Guide for Early Years Providers AnyComms+ User Guide v1.0 Page 1 of 14 email@example.com Introduction anycomms+ is a file
QUICK START GUIDE In this guide, you will find a brief summary of the steps needed to begin using your FingerCheck Workforce Management Solution. To see detailed instructions on all of the features available,
ACCESSING THE NORFOLK HOSTED SIMS SERVICE ADMINISTRATORS GUIDE 1. URL and Login Credentials In order to access the Norfolk Hosted SIMS Service you will be given a unique URL for your organisation. This
MyCaseInfo Attorney Administration Users Guide A Best Case Bankruptcy Add-on Tool 2 Table of Contents I. ATTORNEY ADMINISTRATION OVERVIEW... 4 II. HELP CENTER... 5 Documents Web Tutorials Online Seminar
USER GUIDE November 2012 Please note that the screen shots used in this guide are from the demonstration system and may differ slightly from the live system. All customer data contained within these screen
PlanGrid User Guide www.plangrid.com firstname.lastname@example.org Table of Contents Create a New Project Connecting Cloud Storage Partial Downloading ios Web Viewer and Web Markups Viewing Markups on your device
Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence
CERT/Software Engineering Institute June 2016 http://www.sei.cmu.edu Table of Contents Welcome to STEPfwd! 3 Becoming a Registered User of STEPfwd 4 Learning the Home Page Layout 5 Understanding My View
Introduction to IBM Digital Analytics Michigan.gov Revised: October 17, 2013 Table of Contents Overview... 3 Accessing Digital Analytics... 3 System Requirements... 3 Main Page... 3 Top Navigation... 4
Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism
Creating Online Surveys with Qualtrics Survey Tool Copyright 2015, Faculty and Staff Training, West Chester University. A member of the Pennsylvania State System of Higher Education. No portion of this
CONTENTS OF THIS USER GUIDE (C LIC K T O JUMP) YOUR GUIDE TO THE PERSONAL FINANCE PORTAL (PFP) INTRODUCTION TO THE PERSONAL FINANCE PORTAL Access to the Personal Finance Portal (PFP) is provided as part
Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe
How to Login After navigating to the SelecTrucks ATTS Call Tracking & Support Site: www.selectrucksatts.com Select Corporate Link to login for Corporate owned Centers/Locations. Username: Your Email Address
INTERCALL ONLINE Administrator Invoices User Guide Access your invoices online, set up new billing accounts and view or edit existing billing accounts. With InterCall Online, also monitor and analyze your
Archived Classes At the end of each school year, the past year s academic classes are archived, meaning they re still kept in finalsite, but are put in an inactive state and are not accessible by students.
ReceivablesVision SM Getting Started Guide March 2013 Transaction Services ReceivablesVision Quick Start Guide Table of Contents Table of Contents Accessing ReceivablesVision SM...2 The Login Screen...
OECD.Stat Web Browser User Guide May 2013 May 2013 1 p.10 Search by keyword across themes and datasets p.31 View and save combined queries p.11 Customise dimensions: select variables, change table layout;
CORE K-Nect Web Portal Training October 2015 KIOSK Information Systems www.kiosk.com October 2015 Table of Contents Table of Contents 1 Getting Started 2 Logging In 2 Your Account Settings 3 My Profile
NAB Trade Finance Online Customer User Guide Contents Introduction Scope... 2 How to Use This Guide... 2 Users of NAB Trade Finance Online... 3 Resources... 3 Your Profile... 4 Introduction... 4 Roles...
to Functionality 2013 Version 1.1 Program Services Office & Decision Support Group Table of Contents Accessing UDW+... 2 System Requirements... 2 How to Login to UDW+... 2 Navigating within UDW+... 2 Home
Totally Internet Based Software Getting Started Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 System Requirements... 1 User Login... 1 Basic Navigation... 2 Hover Menus... 2 Dropdown
Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...
Business Online Quick Reference Guide . All rights reserved. This work is confidential and its use is strictly limited. Use is permitted only in accordance with the terms of the agreement under which it
Site Administrator Guide Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other
Accessing and using ClientLine ClientLine allows you to view detailed card transaction data and makes it easy to generate reports. It provides valuable insight into your business and customer behaviour.
L O G G I N G I N Guide to BMO Harris Online Banking SM T A B L E O F C O N T E N T S Security & Bill Payment...4 Getting Started...5 Forgotten Password & User ID...6 BMO HARRIS ONLINE BANKING OVERVIEW...7
QUICK START GUIDE RESOURCE MANAGERS Last Updated: 04/27/2012 Table of Contents Introduction... 3 Getting started... 4 Logging into Eclipse... 4 Setting your user preferences... 5 Online help and the Eclipse
EZClaim Appointment Scheduler User Guide Last Update: 11/19/2008 Copyright 2008 EZClaim This page intentionally left blank Contents Contents... iii Getting Started... 5 System Requirements... 5 Installing
Table of Contents 3 Table of Contents ABOUT THIS DOCUMENTATION 4 HOW TO ACCESS EPISERVER HELP SYSTEM 4 EXPECTED KNOWLEDGE 4 ONLINE COMMUNITY ON EPISERVER WORLD 4 COPYRIGHT NOTICE 4 EPISERVER ONLINECENTER
Add in Guide for Netsuite May 2012 NetSuite Addin Guide This document will guide you through configuration and basic use of HIPIN s NetSuite addin. It is expected that you are already familiar with the
Quote Upload and Estimates Tool (QUE) Smart Care Estimates Tool V1.7 UPDATED: March 17, 2011 Copyright Cisco systems, Inc. All rights reserved Page: 1 TABLE OF CONTENTS ABOUT THIS DOCUMENT...4 INTRODUCTION...4
February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering
BT Billing Analyst 2.07 Quick guide Using a variety of reports and its key, BT Billing Analyst enables you to examine your telephony spend across mobile, telemarketing, Featurenet, Openzone and more. The
Virtual Phone System User Guide v4.7 169 Saxony Road, Suite 212 Encinitas, CA 92024 Phone & Fax: (800) 477-1477 Welcome! Thank you for choosing FreedomVoice. This User Guide is designed to help you understand
Taleo Enterprise Taleo Reporting XI3.1 - User Guide Feature Pack 12A January 27, 2012 Confidential Information and Notices Confidential Information The recipient of this document (hereafter referred to
BookData Online Quick Guide BookData Online is the most effective and user-friendly search and discovery service for librarians, booksellers and publishers. Our services are designed to be as intuitive
Macquarie online banking guide Macquarie Cash Management Account Contents Welcome Accessing online banking for the first time Home 3 Managing your profile 4 Managing your accounts 5 Transaction history
You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions
GETTING STARTED WITH COVALENT BROWSER Contents Getting Started with Covalent Browser... 1 What is the Browser Version?... 4 Logging in... 5 The URL address... 5 Home page... 5 Menu bar... 5 Go To button...
Built on 1 Manual Created by Matt Ashdown (3/3/09) Organisations in virtually every industry sector rely on their IT systems to conduct business. The IT department s ability to resolve technology issues
EMPLOYEE TRAINING MANAGER USER MANUAL Smart Company Software This document describes how to use Employee Training Manager, a desktop software application that allows you to track your employees or personnel
Creating and Managing Online Surveys LEVEL 2 Accessing your online survey account 1. If you are logged into UNF s network, go to https://survey. You will automatically be logged in. 2. If you are not logged
AIM Dashboard-User Documentation Accessing the Academic Insights Management (AIM) Dashboard Getting Started Navigating the AIM Dashboard Advanced Data Analysis Features Exporting Data Tables into Excel
BIG LOTS VENDOR COMPLIANCE WEB PORTAL USER GUIDE - VENDOR 300 PHILLIPI RD. COLUMBUS, OH 43228 Contents Getting Started...4 Tips for Using Actionable Intelligence... 4 Logging into Actionable Intelligence...
TOPS v3.2.1 Calendar/Scheduler User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition Second Edition 02 2007 09-2007
SUPERVISOR USER GUIDE Rev. 7/18/12 TABLE OF CONTENTS Welcome 3 NOVAtime Support 3 Section 1: Employee User Types 4 Section 2: Accessing NOVAtime 5 Accessing the NOVAtime Launch Site 5 Accessing the NOVAtime
Contents How do I gain access to the Horizon website... 2 Logging in as the Administrator... 2 How do I customise my Dashboard?... 2 How do I setup the Horizon GUI?... 3 How do I setup the Company Administration?...