Corporate Reporting User Manual - English FINAL
Contents
1. TurboStick 161 00 0k 5k 10k 15k 20k 25k 30k My documents By selecting the device type you will be able to see the filtered data in distinct color and by ceasing the selected device the total cost can be observed for all devices Total monthly cost chart can be used as a criterion for comparison among the total cost for each particular month In this chart you are able to move the slider and select the part of interval conseguently two other charts Device cost and Device count will show the related information for that specified selected time interval By going through the hierarchy navigation on the right side of the page you can drill into the different organizations and see the details behind the summary It is reguired to mention that by selecting desired organizations all three charts will be updated subseguently Standard reports Standard reporting module provides an effective means of communication within the organization by displaying updated information which can be used in the planning and decision making process and provides feedback to the employee This module consists of two main functions e Report selector on the top of the page which let you choose among six different reports 1 Cost Overview Usage Overview Invoice Charge report 3 month Usage report Hardware report 6 User profile report e Filters which contains 1 Organization Filter 2 Product Type 3 Date 4 Grouping Options IRON2. Producttype 3 Dates 4 Grouping Options Dashboard Standard reports Custom reports sf User billing summary Help Test Company demo eportal Custom reports Test Report for Brand FA PA 2 Writer gt Filter Drag a column header and drop it here to group by that column organizat n Account number Account name Mobile number Device type Adi 916778566 Test Account 3 5555551264 Phones so 4 Test Company 916778566 Test Account 3 5555551282 Phones so Test Dysion 916778566 Test Account 3 5555551288 Phones 0 916778533 Test Account 2 5555551249 Phones so 916778533 Test Account 2 5555551251 Phones 0 3 916778533 Test Account 2 5555551238 Phones 0 916778533 Test Account 2 5555551235 Blackberry so 916778533 Test Account 2 5555551244 iPhone so Product type 916778533 Test Account 2 5555551246 Blackberry 0 Dates 916778533 Test Account 2 5555551243 Unknown 0 916778533 Test Account 2 5555551253 Blackberry 0 setetes from Mar 2013 to Mar2013 x 916778533 Test Account 2 5555551250 iPhone 0 ts am 1 Ta AR 2 1623 400 E Grouping options Selected grouping None Sum Average Clear All Apply Custom report management Custom report management can be performed through Manage custom report by assigning report Name Description and Columns Dashboard Standard reports su Custom reports Es User billing summary Cy Help Test Company demo eport
3. The default screen shows Cost overview report with full records and without any applied filters or groupings you can customize the desired combination through applying filters or selecting different reports through the selector Bell ashboard ia Standard reports User billing summary Test Company demo eportal Standard reports Cost overview z Report Selector Filter Drag a column header and drop it here to group by that column Invoice date NAG NAG name Account number Account name Device type Mobile number Su 2013 03 11 907054664 Test Group 916778566 Test Account 3 Phones 5555551264 Na D Test Company 4 U Test Division 2013 03 11 907054664 Test Group 916778566 Test Account 3 Phones 5555551282 Na 3 i 907054664 Test Group 2013 03 11 907054664 Test Group 916778566 Test Account 3 Phones 5555551288 Na U 910043350 Test Account 1 G 916778533 Test Account 2 2013 03 11 907054664 Test Group 916778533 Test Account 2 Phones 5555551249 Na p 916778566 Test Account 3 D 919106917 Test Account 4 2013 03 11 907054664 Test Group 916778533 Test Account 2 Phones 5555551251 Na 2013 03 11 907054664 Test Group 916778533 Test Account 2 Phones 5555551238 Na 2013 03 11 907054664 Test Group 916778533 Test Account 2 Blackberry 5555551235 Na 2013 03 11 907054664 Test Group 916778533 Test Account 2 iPhone 5555551244 Na 2013 03 11 90705
4. 4664 Test Group 916778533 Test Account 2 Blackberry 5555551246 Na 2013 03 11 907054664 Test Group 916778533 Test Account 2 Unknown 5555551243 Na 2013 03 11 907054664 Test Group 916778533 Test Account 2 Blackberry 5555551253 Na 2013 03 11 907054664 Test Group 916778533 Test Account 2 iPhone 5555551250 Na Selected Dates A PE a s romi Mera El tas Mar2013 E 1 50 of 73 items rouping options Selected grouping None Sum Average Clear All Apply You can also do the layout customization by grouping through the following fields Invoice Date Group ID Group Name Account Number Account Name Device Group In order to group by these fields you can drag the corresponding column name to a designated area on top of the report These customizations will be presented on the desired report download or view Custom reports Custom reporting module has been designed to allow you to interact with data understand it and make a better business decision by modifying existing reports and creating new views by assigning desired columns which meet individual information reguirements and saving the results to address particular situations So any key contact can run a report and drill to the data as needed from an analytical user to business user This module consists of two main functions e Custom report selector can provide access to the set of pre created reports e Filters Filtering can be applied through different 1 Organization 2
5. Bell eReporting User Manual Contents Dashboard sise 3 Standard WO DOG PR rida ad jalakate 5 EUSIOM EPO une ee 7 User billing S Mmary ass ee TAM 10 Beil Dashboard Dashboard is a graphical presentation and high level cost overview which can be considered as an instant reflection of current data and allows seeing the trending of the data over a period of time in a guick and easy way The filter section of the Dashboard allows you to see expenses by applying the filtering operation through different service types and as it is shown in the snapshot below it contains the following controls Product type cost chart Device number chart Total cost chart Hierarchy navigation Dashboard Standard reports Custom reports Ei User billing summary 7 Help Test Company demo eportal Total monthly costs with taxes 2012 06 01 2013 05 31 GA gt Filter Total cost 516 00k 514 00k ame 61 123 82 12 00k 10 00k 8 00k 6 62k 6 00k s4 10k 4 Test Company oe 53 74k LS 53 74k atime 53 74k 4 TestDivision a 907054664 Test Group en 14 a E a E a 910043350 Test Account 1 Jun 12 Jul 12 Aug 12 Sep42 Oct 12 Nov 12 DecH2 Jan 13 Feb 43 Mar 13 916778533 Test Account 2 m gt 916778566 Test Account 3 FT ee 919106917 Test Account 4 Device count average pee Control 6 08k MS 56 08k Apr 13 May 13 10 4 535292 iPhone 21 319 39 Unknown 12 785 48
6. al DataAnalysisReports Hierarchy Search Test Company Assign name and description Report Name Test Report Description This is a Test Report Publish m Update Delete Clear Pane Description Punished Columns fr Test Repo Test Report This isa Test Report No Columns not assigned to Columns assigned to I Toggle All T Toggle All ul 411 t Change display order Update Display Order ES 411 count Account address Account name Account number Account status Activation date Adjustments Airtime cost BC PST My docum rt 3 Steps to create a new custom report 1 Click on Manage custom reports button on the top of the page 2 Assign Report Name and Description in intended boxes and click on Save button 3 By selecting the Report s name which is now visible on the Report Table you can select required columns among all available columns on the Column not assigned table on the right side of the page and pressing gt button or dragging the columns to the right panel 4 Select if you would like to have this report published for your entire company or private 5 The Report will be saved by pressing Submit button To modify an existing custom report you need to 1 Click on Manage custom report button on the top of the page 2 Selectthe Report which you would like to modify 3 You can add more columns or remove the previously assigned columns by selecting from each Column not a
7. me minutes 0 00 ROBIN caim 20 A 5555551277 a Bell to Bell National 15 Mob 0 00 ean Business Anytime Unimtd Night 0 00 5555551260 5552221130 x Call Display 0 00 Incoming Minute Bundle 10 0 00 User summary dates 2013 03 11 5555551283 a 2013 02 11 5555551283 2013 01 11 5555551283 2012 12 11 5555551283 A 10 User billing summary module works in a hierarchical way You first pick or search for the desirable organization by typing its name on search box or searching through the list after organization selection one phone numbers shall be selected as a service in service selector and eventually list of invoices for the same client in different months will be shown in User summary dates By default the first mobile number will always be pre loaded The selected invoice would be shown in left side of the page and this bill can be exported and printed out with the help of specific functions buttons at the top of the bill By selecting another services or dates the invoice would be updated automatically Bell 11
8. ssigned and Column assigned table on the right side of the page and transferring the selected columns to the other table and pressing Submit button Note display order of the reports can be changed by dragging and dropping the report to the new position in the list and pressing Update display order button To delete a Custom report you need to 1 Click on Manage custom report button on the top of the page 2 Selecta report you would like to delete 3 Press Delete button that appears on the top right of the page Bell User billing summary This module is considered as Subscriber level invoice view and it consists of two main sections Filter that shall be applied in a hierarchical way through Organization Service selector User summary dates Invoice view Exporting and printing functions User Summary Dashboard Standard reports Custom reports Ei User billing summary Heip Test Company demo eportal Filter User billing summary 2013 04 11 5555551283 Subscriber Name92 Name193 Phone number 555 555 1283 Invoice date 2013 04 11 4 Test Company 4 Test Division Account details a 907054664 Test Group 910043350 Test Account 1 Account number 916778566 916778533 Test Account 2 i 916778566 Test Account 3 Subscriber name ere Namen 919106917 Test Account 4 Pricing plan details 51 00 Pricing plan name Corp Pro Share Pian 30 36M pies o 250 Anyti
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