ReportParams 1121: Difference between revisions

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'''Note:''' Depending on your input selection to this report you will get either the X most expensive objects or the X least expensive object listed in the report.
'''Note:''' Depending on your input selection to this report you will get either the X most expensive objects or the X least expensive object listed in the report.
{{:GetStarted}}


=== Selection === <!--T:4-->
=== Selection === <!--T:4-->


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# Select a '''saved setting''', optionally
# Select a [[{{Link}}Country|country]]
# Select a [[{{Link}}Country|country]]
# Select [[{{Link}}Node|nodes]]
# Select [[{{Link}}Node|nodes]]
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#:* Enter a number of objects, or enter ''-1'' to show all objects
#:* Enter a number of objects, or enter ''-1'' to show all objects
# Define the sort order, to sort the report descending or ascending
# Define the sort order, to sort the report descending or ascending
# Define the '''report format'''
# Click '''run report'''
# Check the '''show report content panel''' box to show the report content panel in the result
 
# Check the  '''show when ready''' box to show the report in the open view when ready
 
#:* If you leave the view or click show once again the report will be available in the activity panel
{{:ExecutionSummary}}
#:* Read more about [[{{Link}}ActivityPanel|how to handle the activity panel]]
 
# Click '''show'''


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Revision as of 13:43, 22 January 2025

Report - Top Cost

The Top costs report displays the objects that have the highest or lowest costs during the selected periods. You have the functionality to filter by node, object type and traffic category and it shows the objects that you have user permission to via organization groups and nodes.

Note: Depending on your input selection to this report you will get either the X most expensive objects or the X least expensive object listed in the report.


Get Started

  1. Load a previous selection from history to run, optionally
    - or -
  2. Load your saved settings from saved presets to run , optionally
  3. Click run report
    • If you want to run a new selection, continue to selection and choose your values


Selection

  1. Select a country
  2. Select nodes
    • Select nodes in the left column and click the arrow button Icon Move Selected.png to move the selected nodes to the right column
    • By using the double arrow button Icon Move All.png, you can move all nodes from the left column to the right column
  3. Select an object type
    • Select object type in the left column and click the arrow button Icon Move Selected.png to move the selected object type to the right column
    • By using the double arrow button Icon Move All.png, you can move all object types from the left column to the right column
  4. Select traffic categories
    • Select traffic categories in the left column and click the arrow button Icon Move Selected.png to move the selected traffic categories to the right column
    • By using the double arrow button Icon Move All.png, you can move all traffic categories from the left column to the right column
  5. Select a main group
  6. Select an interval:
    1. Select a start period
    2. Select an end period
  7. Choose how you want to make your selection
    1. To use a bag filter:
      1. Check the bag filter box
      2. Select bags:
        • Select bags in the left column and click the arrow button Icon Move Selected.png to move the selected bags to the right column
        • By using the double arrow button Icon Move All.png, you can move all bags from the left column to the right column
    2. To select organization groups on the hierarchal organization structure:
      1. Ensure the bag filter box is unchecked
      2. Select an organization level
      3. Select organization groups:
        • Select organization groups in the left column and click the arrow button Icon Move Selected.png to move the selected groups to the right column
        • By using the double arrow button Icon Move All.png, you can move all groups from the left column to the right column
  8. Define how many objects to show in the show number of objects field
    • Enter a number of objects, or enter -1 to show all objects
  9. Define the sort order, to sort the report descending or ascending
  10. Click run report


Execution

  1. Define the report format
  2. Check the show when ready box to show the report in the open view when ready


Summery

The summery section show your selected values.


Report Content

Report content panel makes it possible to do actions directly on object, person or organization group from the result.

Depending on report generated the selection in the report content panel can vary.

  1. Open report content by clicking expand Icon Expand.png over the result view
  2. Open object by clicking expand Icon Expand.png if you want to handle objects
  3. Open organization group by clicking expand Icon Expand.png if you want to handle persons
  4. Check the box for each object(s) or organization group(s) you want to do actions on
  5. Click the icon Icon Links.png to open the action menu in the toolbar above the table
    Object:
    • Add to bag - Adds selected items to the selected bag
    • Add to answer group - Adds selected items to the selected answer group
    • Book service - Read more about how to book services
    • Move - Moves the item to a new organization group
    • Reports - Access to a selection of reports adjusted to search result
    • Attributes
    • Update attribute - Allows you to set attribute values
    • Show report - Allows you to show a report with the attributes
    • Send e-mail with attributes - To send an e-mail with attributes
    • Send e-mail to person(s) - To send e-mail(s)
    • Export to file - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel
    Person:
    • Add to bag - Adds selected items to the selected bag
    • Book service - Read more about how to book services
    • Move - Moves the item to a new organization group
    • Reports - Access to a selection of reports adjusted to search result
    • Add to consumption group - Adds selected items to the selected consumption group
    • Attributes
    • Update attribute - Allows you to set attribute values
    • Show report - Allows you to show a report with the attributes
    • Send e-mail with attributes - To send an e-mail with attributes
    • Send e-mail to person(s) - To send e-mail(s)
    • Delete - Deletes the selected item
    • Export to file - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel
    Organization group:


Result

The following information is displayed in the report:

This report is grouped on the objects and sorted by costs in selected sorting order.

Heading Content
Organization group Shows the organizations group the object belonged to at the selected period
Amount Shows the total amount of activity grouped by traffic type
Duration Shows the total duration of calls grouped by traffic type
MB Shows the total data usage in MB grouped by traffic type
Cost Shows the total cost grouped by traffic type


General Report Selection Information

You can choose how you want your report selection view to look:

  • Segmented - give you a wider overview and you can see all of the selection on your screen.
  • List - give you a longer page and reminds you of the old look and feel.


Besides from having access to a specific report, the users also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to.

The report selection page will by default show the settings selected by the user the last time that report was used. The report settings can be saved and reused.

The two-list have an extended function. Search for an item or part of an item to filter the selection. Items can be moved by using the arrow buttons, double-click or by drag-and-drop. It is also possible to drag-and-drop the item in the current section. Use the Icon TwoList Width.png to change the width of the section. Watch the video

How to - Add a Report as a Favorite

  1. Open the report selection page
  2. Click favorites Icon Favourite Report.png
  3. Select Add to favorites
    • The report is added to the favorite reports list, accessed by clicking my favorites Icon Menu Favorite.png

How to - Remove a Report from the Favorites List

  1. Open the report selection page for the report you want to remove
  2. Click favorites Icon Favourite Report.png
  3. Click remove from favorites
    • The report is removed from the favorite reports list in my favorites Icon Menu Favorite.png

How to - Save Report Settings

  1. Open the report selection page for the report you want to save settings for
  2. Enter the settings you want to save
  3. Click save settings Icon Save Filled.png
  4. Enter a name for the settings, e.g. the period or group or whatever it is that is significant with these settings
  5. Click save
    • The report is now added in my favorites Icon Menu Favorite.png
    • To access the saved settings, click the name of the report in my favorites Icon Menu Favorite.png, and then click the name of the saved settings

How to - Delete Saved Report Settings

  1. Open the report selection page for the report you want to delete saved settings for
  2. Click save settings Icon Save Filled.png
  3. Click remove for the settings you want to delete

How to - Schedule a Report

  1. Open the report selection page
  2. Click schedule report Icon Schedule.png
  3. Check the schedule box
  4. Select the time zone you are in from the menu
  5. Select schedule option
    1. Monthly
      • Define on what day of the month the report should be sent by selecting a date in the monthly on day dropdown menu
    2. Weekly
      • Define on what weekday the report should be sent by checking the weekday
    3. Daily
      • All weekdays are checked, and the report will be sent daily
  6. Enter at what time of the day the report should be sent in the start at field
  7. Click save
    • The report will then monthly, weekly or daily on the selected time and day, be sent to the registered e-mail address for the logged in user

Note: If you have the system setting automatically create periods and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the aggregation job. The aggregation job is usual run at night or early in the morning, please contact Servicedesk for more information.

How to - Edit a Scheduling of a Report

  1. Open the report selection page
  2. Click schedule report Icon Schedule.png
  3. Change your settings
  4. Click save

How to - Remove a Scheduling of a Report

  1. Open the report selection page
  2. Click schedule report Icon Schedule.png
  3. Uncheck the schedule box
  4. Click save
    • No more report e-mails with this report will be sent to the user's address

How to - Send a Report

  1. Open the report selection page
  2. Click schedule report Icon Schedule.png
  3. Click the tab send report
  4. Enter e-mail recipient(s) in to,
    • If you want to send the report to more than one, separate addresses with semicolon (;) without space
  5. Enter a subject for the message
  6. Enter the message text in the message field
  7. Click send
    • The report will be created as a PDF with the selected options that you have chosen and sent out to entered recipient(s)

How to - Set Permissions for a Report and Check what Users that have Permissions on a Specific Report

  1. Open the report selection page
  2. Click permissions Icon Rights.png and a list of all users with permission to access this report is shown
  3. To give permissions on the report for a user, enter the username (or a part of the username) in the search user field
    • You can only search on the username, not the users' real name. If the username doesn't exist or if the user is already in the list, the search will not give any result.
  4. Click search Icon Search.png
    • A list of all users who match the search query is presented
  5. Check the boxes for the users you want to add
  6. Click the save button
    • Selected users are moved from the list and added to the table with users with permissions to the report

How to - Remove Permissions for a Report

  1. Open the report selection page
  2. Click permissions Icon Rights.png
  3. Find the user you want to remove permissions from in the table of users
    • If necessary, click the numbers below the table to go the correct page
  4. Click delete Icon Delete.png next to the user you want to remove from the list of users with permissions
    • The user is deleted from the table and no longer has permissions to the report