Biller BillingSumOnGroup

Report - Organization Group Cost Drilldown

The Organization group cost drilldown report shows the total result, for one or several periods, for the various levels in your organization. By following the links in the report, it is easy to drill down to underlying levels.

The depth of this report varies with the number of levels that have been defined for the organization.

Note: Since this report uses the organization structure in the system, when drilling down, any cost center not having an owner (besides main group) will only be included in the summary for the whole organization and for the main group it belongs to. You will not be able to drill down to it if your organization consists of more levels than cost center level.

Selection

1. Select periods; a start period and an end period
2. Click show
3. In order to access more detailed information about a certain organization group, you can search for the group and choose to only display information regarding that group.
4. Show the Search organization group section by clicking on expand
5. Enter the name of the group (or part of it) in the box find
6. Click search

   • A table showing organization groups that match the search is displayed. The number of hits indicates how many groups that match the query. If there are many hits, page numbers are also displayed. Switch between pages by clicking on the appropriate number.

7. Click on show to the left of the group you want to show data for

   • The report is updated and shows the information for the organization group.

Result

The report shows, based on the selected period, for each organization level: information, traffic costs (extensions), and subscription costs (services).

Link row: Company, the main group, organization group, person or object.

Information

• Number of objects of a specific object type on the organization level
• Number of objects with costs during the selected period(s)
• Number of organization groups with costs during the selected period
• Number of persons with costs during the selected period(s)

Total Costs

• The total cost for the selected period(s)

Traffic Costs

• The object type and the total cost for this object type

Heading	Content
Specification	The traffic type
No. of	Number of calls
Time	The total call duration
MB	The total amount of data traffic
Cost	The total cost

Service Costs

• The service type and the total cost for the service type

Heading	Content
Specification	The name of the service
No. of	No. of subscriptions/bookings
Time	Not available for services
MB	Not available for services
Cost	The total cost

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 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
3. Select Add to favorites

   • The report is added to the favorite reports list, accessed by clicking my favorites

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
3. Click remove from favorites

   • The report is removed from the favorite reports list in my favorites

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
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
   • To access the saved settings, click the name of the report in my favorites , 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
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
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
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
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
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 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

   • 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
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 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