My ø Business User guide
Contents
1. IN B Contents Welcome to your My O Business user guide It s easy to use Move your mouse over the page to get to the section you want Click on the links at the top right of the page to get you back Or the web address at the bottom to take you to the site Just click and go Important Some functionality found within this user guide may not apply to your role Go to www 0o2 co uk myo2business Section 1 What is My O Business Section 2 Getting started Section 3 Managing your users Section 4 Using My O Business Section 5 Reports Section 6 Invoices Section 7 Help Contents Page 1 Section 1 What is My O Business It s an easy to use online portal that allows you to keep an eye on everything that s going on in your account See your usage and how much it costs tag personal and private calls create reports bill summaries and more All from one place All at your fingertips Go to 02 co uk myo2business Contents What is My O2 Business Page 2 Section 2 Getting started All you need to know to get up and running with My O Business Go to 02 co uk myo2business 2 2 2 3 2 4 Signing in Forgotten password Editing your details Registering Contents Getting started Page 3 Contents Getting started Page 4 2 1 Signing in Before signing into My O Business for the first time please check you ve got our emails with your user name and password sent2. Select a Reporting Level 1 Click Access Points under Account selection A Reporting level 2 Select the account from the list below and click Select Dire ery en Billing Qa TA a Mos LTD N Billing Os sh Pees Billing eee Q ne sr ute Va MAX Billing Typing the name or part of it into the search box will help you find an account Then simply highlight and click Select Go to 02 co uk myo2business Contents Managing your users Page 11 3 3 Users You can create new users Manage access and look at their activity 5 Click the User role drop down menu and choose a role click Next Creating a new user 6 If you want to be notified when your latest invoice is ready click the tick box Notify me of new invoice data 1 From the main screen click the Administration tab Pas eee oe SO SMB End User 2 Click User administration 3 Click Create new user Create new user step 1 of 2 O My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Reports Invoices Administration Support Title User administration Access administration Activity Log QO ee COD Enabled User name First name Surname Role First name Surname gt Notify me of new invoice data v ere yal Ott ge Ruth Glover SMB End User User role SMB End User X 7 On the Assigned reporting levels screen click Assign new reporting level 8 Select a structure from the Exploring d
3. You can quickly report on tags for an individual user You can choose from Immediate on screen Submit for Download more detailed information Email more detailed information How to do it 1 m oe M From the main screen click Account management tab Highlight the user and click the Invoices tab Under the Tag column click Tag on the invoice you want to see On the next screen click Usage under Invoice charges Click the arrow From the Export Tag List box choose your delivery method and Tag to report on Go to 02 co uk myo2business Report Name Invoice Tagged Summary For 07736232419 Monica Contents Using My O2 Business Page 22 Period from 08 Jan 2012 to 04 Mar 2012 Ej O Tagaing Invoice charges Personal Not Tagged Y Line Rental Charges Line Rental Charge BlackBerry Monthly Roaming y Other Charges and Credits A 500MB UK Data Free calls to the Office Multimedia Messaging Service O Int Traveller Service Free _ Free Itemised Billing v Usage Call Charges 0 Personal Charges x Export Tag List Delivery Options Type Format Tag _ Submit for download y _All Tagged Details _ CSV for MS Excel _ All You can also tag in the Reports tab when your reporting structure is at a number level 4 5 Address book Address books can be created manually see below or imported from Excel see page 24 Once the inform
4. Report name Top dialled by value Top dialled by volume Top dialled by frequency Highest spenders Zero usage Low spenders Calls by Type Data Usage Seow November 2011 Seow 1 382 40 gov pet 4s yant g er 42 Selected 00000E Data My reports Support Contents R About 02 Logout View Define Reporting Structurs Key Spend Analyse invoices between D Average monthly spend ove Total spend for last month ex VAT VAT Total ex VAT Total inc VAT Account number Connected subscriptions Cost centre eports Page 29 demo Terms and Conditions ecember 2011 to February 2012 860 88 589 68 3 429 46 4 019 14 3843282 26 Please note This is NOT a VAT invoice it is for information purposes only 5 2 Reporting structures Every business is different That s why creating your own reporting structures is a great way to get even more from My O Business For example you could create a report to show only calls that represent sales or ones that relate to a particular project or client You can create multiple report structures and even define who gets to see the reports And to save you even more time they are easy to set up How to do it 1 From the main screen click the Reports tab click Define Reporting Structures 2 Click Define New Structure 3 Enter aname for the new structure eg Sales click Continue 4 Highlight the new folder and
5. Your changes will come into effect in 24 hours ng un j Z in unt a h t Choose the account you want from the left hand side E ASSER Your favourite numbers Selected ij Click the Favourite numbers tab Click Add to update your list wy Click Add your own number to type in your chosen landline numbers or click Recommended to see a list of numbers where you can make the most savings based on the last three Tully invoiced months Add to your favourite numbers Manage your favourites and remember to keep them up to Enter your favourite number date Recommended suggests the numbers where you can make the most savings over the last three fully j Add to list invoiced months Go to 02 co uk myo2business Contents Using My O2 Business Page 26 4 7 SMS Messenger SMB customers only This lets you send text MESSAGES to all or some your Colleagues O a My details My reports About 02 Logout View demo Terms and Conditions How to do it Welcome Account management Reports Invoices Administration Support Summary SMS Messenger Tariffs and recent charges Favourite numbers 1 From the main screen click the Account management tab O Q Stew usin WS SMS Messenger o RaRa y are 2 Click SMS Messenger tab and then click the SMS Messenger button bidet an E Testing Account 4 23 3 Type your message then click Next TPE omer GUND TTA ype y g Po VAM GRAA Oe 4 Select who you want to send the message to from the list
6. Te IE A ai Ten hots hone sR ry PEWS Kehoe foe Or Share f beIa MS aw MT Wee Loe PTa Nghe eon sder ty Fed ss PE onles Say oe ON UF betay WIENS Mart aa Ta ag Make PMi Sey sar Le Nyore tjg Ute Cop aap ERR Tht ike Se A SER v Show View Options 4 hy NA PS GPA IMS Invoices Summary Contents Using My O2 Business Page 17 My reports About 02 Logout View demo My details Administration Support SMS Messenger Tariffs and recent charges Telephone No amp user UPDI Spee Foye Status Tariff Bill day Invoice dates Device Connected date Cost centre Q Normal Additional User 5 Last 05 Feb 2012 Next expected 05 Mar 2012 3G POSTPAY SIM 11 Jun 2007 User spend Total of recent charges 0 00 Spend per month 3 Add to favourites 24 22 Apr 11 May 11 Jun 11 Jul 11 Aug 11 Sep 11 Oct 11 Nov 11 Dec 11 Jan 12 Terms and Condition Avg spend for the previous 3 months ex VAT 13 39 Feb 12 Mar 12 Use the Show View Options tab at the bottom of the screen if you want to expand your accounts automatically to find the information you re looking for Or it can be used to change the information shown on the left screen eg hide disconnected numbers Contents Using My O2 Business Page 18 My O Business icons My reports About 02 Logout View demo Terms and Condition My details Administration Support On
7. be downloaded at account level or individual account level 1 From the main screen click the Invoices tab 2 Select the invoice you require Click the icon Choose your export option Choose your invoice type Select your format Click Proceed N Ou amp YW Invoice notification If you want to receive notification of when your latest invoice is ready tick the Notify me of new invoice data box on your user details See page 6 gt Edit your details User details Title Mr Current accounts Q tagem tore g Uae INEM SINS a4 Firstname Mike A v Surname Hall Username al ord Notify me of new invoice data Registered accounts Go to 02 co uk myo2business Contents Invoices Page 40 View current transactions This shows you all the payments and invoices made against an individual account O 4 My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Reports Invoices Administration Support All invoices Current transactions Account name Testing Account Account number 4952369 Balance inc VAT 39 369 43 Open amount inc VAT 39 369 43 Amount in query inc VAT 0 00 Viewing all v Description Reference Date Payment due Received Open amount inc V Total inc VAT Invoice 33193923 05 Sep 2011 19 Sep 2011 38 417 87 38 417 87 Invoice 32739559 24 Aug 2011 07 Sep 2011 951 56 951 56 How to do it 1 From the main scree
8. click the Selected box 5 If you want to add a sub folder within the one you ve just created click Insert folder My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Reports Invoices Administration Support Dashboard Watchpoints Watchpoint alerts Scheduled reports Filter sets Define Reporting Structures SMS Messenger To define a new reporting structure click on Define New Structure to maintain an existing structure highlight the structure and select Edit from the Options menu Q Maintaining Sales EST DIS Below is the structure Sales Use the controls and options available below to maintain the structure Your changes are automatically saved Exploring Sales UK gt Find Search Q Find 0 of 0 Previous Next Options Insert folder Allocate Reporting Level al Selected ly Sales UK m sees Team noh Sales Team North East Sales Team North West L Sales Team South Go to 02 co uk myo2business Contents Reports Page 30 Once you ve created the structure you can allocate numbers to the folders 1 Click the folder you want to allocate the numbers to Click Allocate Click the box under Selected for the chosen numbers and click Allocate selected Click Finish O My details gt L Welcome Account management Reports Invoices Administration Support To define a new reporting structure click on Define New Structure to maintain an existing structure highli
9. from myo2business o2 com Your user name will be the email address you used to register with How to do it 1 Go to https businessonline o2 co uk Login 2 Enter your user name and password click Sign In The first time you login you ll need to oe C_ change your password Enter your existing password then your new chosen password j click Submit Password S When your password has been successfully updated click OK 4 As well as your password you ll need to choose a security question in case you ever EEE ap ap forget your password 5 Click the drop down menu to choose your question Terms and Conditions 6 Enter your answer click Submit 7 Your secure login details have been updated so you can start using My O Business click OK Important If you enter your password incorrectly three times you will be locked out Talk to an admin user in your organisation or O customer care to reset your account We recommend your new password has a minimum of eight characters and include a mix of letters and numbers Avoid using in order eg 123 or ABC Go to 02 co uk myo2business Contents Getting started Page 5 2 2 Forgotten password If you forget your password you ll need to reset it How to do it 1 Go to https businessonline o2 co uk click Forgotten Password Enter your user name this will be the email address you used to register click Next Login Enter the answer to your security question cl
10. or use the search box 5a Ke ae J PNP gee m 5 ae art Jea 5 Click Send ee MO sery rer fe l i l B rar em KAPA It can vary how long it takes to deliver your message depending on the amount of E S AA Tride messages being sent and the network EE Ree eer m Pare et Agreement 2 ate 8 m a Bent ene se teh eee a m 5 a ieta Me d Dad n hy m aot Hmi Pod l 5 r a oe Ee te ee E m5 cue Maeve ld Me Go to 02 co uk myo2business Section 5 Reports See and analyse how your business uses its phones You can also tailor reports around the things that matter to you most Go to 02 co uk myo2business 5 1 5 2 5 3 5 4 Reports Reporting structures Working with reports Filters Contents Reports Page 27 Contents Reports Page 28 5 1 Reports The Reports tab lets you review how much you spend It gives you easy and clear totals O Summary and trend information across your account You can even create your own report i filters Simply view print or download from the Reports feature at any time in pdf xls or csv format My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Invoices Administration Support Dashboard Watchpoints Watchpoint alerts Scheduled reports Filter sets Define Reporting Structures SMS Messenger Change reporting level Q tree fe Cdenyecey Rid STEAL See Oey Analyse invoices between December 2011 to February 2012 T 1 Monthly spe
11. shorten the working hours block click Edit 8 Change the new times as you want them click Save 9 The working hours block will resize accordingly To delete the working hours block select the block to be removed and click Delete from the menu bar at the bottom 10 As an alternative to dragging and dropping the working hours blocks click the Day drop down menu Deleting a new working hours list 11 Select the day for which you want a working hours list 1 Click on Working hours lists 12 Change the working hours time as you want it click Add 2 Highlight the row that contains the one you wish to delete 13 The working hours block will be added to the timeline Repeat to add working hour blocks to other days 3 Click Delete 14 With all hours and days added click Save To let your colleagues see your working hours list tick the Public box Go to 02 co uk myo2business Contents Invoices Page 38 Section 6 Invoices With My O Business all your 6 1 Invoices invoices and current transactions are all in one place Whenever you need them Go to 02 co uk myo2business 6 1 Invoices You can also clearly tag calls to help the invoicing process View an invoice by number 1 From the main screen click the Invoices tab 2 Select your required invoice and click the invoice number to see an overview of the main invoice 3 Under Subscriptions click the number of the user you want to see From the invoices
12. sure that the cells are formatted to contain text otherwise the leading 0 will be missing You can also use a symbol for a wildcard All text messages are delivered without the leading 0 So if you want to separate texts from calls you will need to enter details in twice Once with the leading O and once without as shown below Number Description 1200 Traffic Line 02071234567 Head Office 0113202 Leeds Office _ 07710000000 BRC il Jones mobile 5 7710000000 Save the file as csv MS DOS file type 1 PEPEL Open the address book see page 23 Click Private or Public oe O Click Import list and locate your file click Open The symbol lets you batch numbers together eg by area code to save you labelling each number Go to 02 co uk myo2business Contents Using My O2 Business Page 24 Contents Using My O2 Business Page 25 4 6 Favourite numbers SMB customers only You can manage the 10 landline numbers you call most You can add your own numbers or i 4 My details My reports About 02 Logout View demo Terms and Conditions My O Business will suggest them eeeeeEEEE eEE EeEEeE eee Oa Account management Reports Invoices Administration Support How to do it Summary SMS Messenger Tariffs and recent charges Favourite numbers i ois elated ai panei Free calls to the Office Terms and Conditions 1 From the main screen click the Account Management tab acct ia
13. 2012 Exploring Sales UK Find Search Search by Spend Q 0 of 0 Previi Next Maintain Set as Reporting Level Reporting Level Spend Y Sales UK 3 008 28 Y Sales Team North 2 346 57 vo S ataten Pathe 21 28 I frase leds atten Seg PDE 54 00 5 AAAA Matas THN HEL 314 95 5 SFP Sa ss Payeer PODY 60 64 B MAPE Aruni a DA T 153 65 CUP SMG Ne te fect ades 150 05 To edit a reporting structure click Maintain Go to 02 co uk myo2business Defining user access to structures Contents Reports Page 31 You can restrict user access to only see structures you ve created This is done via the Administration tab See page 8 Managing your users 5 3 Working with reports You ll find all your reports by clicking on Dashboard Choose what to report and when trom You can run your reports in different ways view immediately download or email Immediate reports View on screen and switch between graphs and data views How to do it 1 From the main screen click the Reports tab then click Dashboard 2 The report will run based on the reporting structure shown To change it click Change reporting level 3 Choose your date range from the top right of the screen 4 From the Delivery option drop down select Immediate 5 Choose the reports you want and click Go Some reports will not be available with the Immediate delivery option You will need to select download or email Go to 02 co u
14. EF yeh aat ew 77 DRI aie FPL E eRe ter Aa Cotte 628745 STE mea ES BTN RA berw Carga F324 PATRIOT AN Form Seah ty O Rar re Here CE RAMS law EE Cee B EAR eirs T A 5 ARA Sate tne Iei O Ard Gaman pI 5 BAPE TY on IAF ma E Aea a RE 5 nyilo Pandy is Aa 4A 5 ELIA IME atA CO ee E EA v L N O ESTN owe B 5 5 z 5 5 5 5 B 4 Contents Using My O2 Business A My details My reports About 02 Logout View demo Invoices Administration Support Summary Tariffs and recent charges Tariff Additional User SMS Messenger Contract duration 24 months Next expected invoice 05 Mar 2012 Bill day Allowances amp usage J Add to favourites 5 Time 2 g F d Page 19 Terms and Conditions 5th of the month Shared 500 minutes Shared 500 text Please note UK calls usually appear within 24 hours it may take longer for international or data calls To see a graph of your spend choose the recent charges table Services amp discounts Type Description Start Service Free Itemised Billing 05 Aug 2008 Service Int Traveller Service Free 05 Aug 2008 Service Line Rental Charge 05 Aug 2008 Service Free calls to the Office 05 Aug 2008 Service Multimedia Messaging Service 05 Aug 2008 Service BlackBerry Monthly Roaming 22 Nov 2008 Recent charges Active Price ex VAT 0 00 0 00 12 00 0 00 0 00 28 51 View recent charg
15. a e _ Edit user step 1 of 2 Assigned reporting levels User enabled Title Miss First name Ruth Surname Glover Username NAARDEN ae Notify me of new invoice data User role SMB End User Cancel Reset password If you want to be notified when your latest invoice is ready click the tick box Notify me of new invoice data Go to 02 co uk myo2business Contents Managing your users Page 13 Activity log O My details My reports About 02 Logout View demo Terms and Conditions An activity log report lets you see what your users have been doing and when You can Lohenantindll Messsemadiinnineamnanntl ans nnl A iiaa Administration MMR a report on different types of activities or select everything And you can download to view ere ee n Ae yourself or email it to others NEE i Activity All How to do it i Month From June 2012 _ Y 1 From the main screen click the Administration tab T Format CSV Click Activity log Delivery Option Submit for download Access Point Q The Hira Company Ltd HIRAC Choose your report from the Activity drop down menu co Decide your date range in the Month From and Period drop down menus Choose Email or Submit for download trom the Delivery Option drop down For email add in the delivery addresses Click Go oN AU KR WN You can check what s happening with your report by clicking on My reports When you have your csv file you can easi
16. ation is in address details will appear in the usage reports See page 28 for information on reports There s two types of address book and you can allocate up to 20 000 names and descriptions in each e Private only you will be able to see e Public can be seen by other registered users in your company Creating a new address book 1 From the main screen click the Account management tab 2 Click Tariffs and recent charges then click view recent charges Click LCa from the Functional Toolbar see page 15 Click Private addresses or Public addresses Click Create Type the number no spaces then the description Click Create to add further names Click Save List ON DM amp Ww When adding entries to the address book you may have to enter multiple versions for certain call types see page 24 Go to 02 co uk myo2business Contents Using My O2 Business Page 23 Recent charges Recent charges for BIE7FHSI RH There are no usage records for this subscription OPPERT rien A Date Time Number Description Duration Total units Address description Discount value Allowance value Address book Private addresses Number dialled Q Description Q f f ol Cancel Create _ Import list Export list Importing an address book You can easily import an address book into My O Business 1 In Excel create two columns headed Number and Description Make
17. ced within the date range requested Cancel Previous Next Save Go to 02 co uk myo2business Contents Reports Page 34 Editing a report 1 NS From the main screen click the Reports tab and then click Scheduled reports Click the report to be edited From the Options drop down menu click Edit Make any changes and click Save The scheduled reports will be based on the reporting structure that you ve set up To change this click Change reporting level on the Dashboard tab 5 4 Filters Change the information you see on screen to match what you need by clicking on Filters Eg calls between certain dates and times Filters are used across My O Business including View Recent Charges and Viewing an Invoice What is shown will vary depending on whether you re viewing billed or unbilled data When creating a filter set you may need to type an entry manually Eg call type or dialing number Please make sure that you type the entry exactly as it appears When you see the Functional Toolbar see page 15 you can also filter information by clicking the Filter button which appears next to it Creating a new filter set If you want to apply working hours or dialled number list you ll need to have created these first see pages 36 and 37 1 From the main screen click the Reports tab click Filter sets 2 Click the button and enter a name for the new filter set O My details My reports About 02 Logou
18. ck the button Click the Destination box and enter the number you want to add to your list Click the Destination Description box and enter a name click the button to add more With the new destination selected click Save 10 Click Save To let your colleagues see your dialled numbers list tick the Public box Contents Reports Page 37 Editing or deleting a dialled numbers list O 2 My details My reports About 02 Logout View demo Terms and Conditions 1 Click on Dialled numbers Welcome Account management Invoices Administration Support 2 Highlight the row click Edit or Delete Dashboard Watchpoints Creating a new working hours list i Working H Detail Working hours lists helps you determine whether calls are being made in or out of hours _ Name Office hours S Rub lic 2 1 From the main menu click the Reports tab 00 00 01 00 02 00 03 00 04 00 05 00 06 00 07 00 08 00 09 00 10 00 11 00 12 00 13 00 14 00 15 00 16 00 17 00 18 00 19 00 20 00 21 00 22 00 ines 23 2 Click Filter sets ay a ee ss ania mn ei Monday 3 Click the Working hours lists tab then click the button Tuesday eae ee ee a vo 4 Enter a name for the new working hours list Thursda 5 Either use the arrow buttons or enter the number of hours you want your working hours list to run aii Saturday 6 Click and drag the Drag Me block to where you want on the timeline 7 To extend or
19. ency amp YU Highest spenders Zero usage 6 Define Reporting Structures create new reporting structures that are right for business By creating a reporting structure you can run reports ie those visible on the Dashboard screen against this Go to 02 co uk myo2business Viewing by date You can search for information between two specified dates 1 From the main screen click the Reports tab 2 Click the date range next to Analyse invoices between 3 Select the dates and period from the drop down menu and click Apply these dates Viewing by spend or usage 1 From the main screen click the Reports tab 2 From the monthly spend drop down menu under Change reporting selection select trom Monthly spend Daily usage Hourly usage or Spend review 3 Click Invoice list under the chart 4 Click Usage on the line of the invoice number you want to view You can refine your search using the Functional Toolbar see page 15 You can change your reporting level at any time See page 30 Reporting structures Go to 02 co uk myo2business O Welcome Account management Dashboard Watchpoints Watchpoint alerts My details Invoices Administration Scheduled reports Filter sets Change reporting level Q t jy Caeqecey tee 5 SEAL 2A ORY Monthly spend Monthly spend Daily usage Hourly usage Spend review pot pd unt aI gun cept oat Reports Invoice list Delivery option Immediate
20. enquire with who is to find out what level of access you have
21. es 23 02 Contents Using My O2 Business Page 20 Recent charges Recent charges You can review recent charges for an individual number since your last invoice Using the z w i j gt i Functional Toolbar see page 15 you can a te rafa Filters Q 3 Add to favourites 1 S d d d Date Time Number Descriptic Duration Total units Address descriptio Discount value Allowance value Cost ave an Ownlodd 05 Feb 2012 15 37 10 Walt 00 05 11 00 05 11 0 00 0 25 09 Feb 2012 01 28 37 aris Ae 00 06 09 00 06 09 0 00 0 00 2 Print the re port 12 Feb 2012 03 39 13 OBS vis 00 00 01 00 00 04 0 00 0 29 13 Feb 2012 16 09 04 Bt 00 06 43 00 06 43 0 00 0 33 14 Feb 2012 03 56 19 tyas IED 00 00 34 00 00 34 0 00 0 02 3 Open the add ress book 17 Feb 2012 12 41 53 Des ge ot 00 01 09 00 01 09 0 00 0 05 17 Feb 2012 15 24 26 ws BAG 00 00 01 00 00 04 0 00 0 29 4 Vi ew u sag easa o ra p h A 21 Feb 2012 20 29 54 PNA Yet 00 04 14 00 04 14 0 00 0 21 22 Feb 2012 00 11 24 WALLS 00 00 01 00 00 01 0 00 0 10 i 3 24 Feb 2012 13 50 28 PCTS SENS 00 07 51 00 07 51 0 00 0 39 You can also apply filters see page 32 to refine your data selection by clicking the Filters SEE sions elie paar b UTTON 27 Feb 2012 10 52 12 7452877 00 02 09 00 02 09 0 00 0 10 27 Feb 2012 17 00 02 PMSA 00 06 55 00 06 55 0 00 0 00 28 Feb 2012 06 32 06 Wet ee Vas 4 00 00 01 00 00 01 0 00 0 10 The screen shot opposite shows the recent charges for an i
22. g graphics m oe a Click ul to view your information Your information will be shown as a graph and pie chart Click the drop down menu to view specific information The charts will change automatically 05 Dec 2011 16 55 28 RPD M 00 00 01 Mobile Number 05 Dec 2011 16 57 45 Taig 00 00 01 Mobile Number 05 Dec 2011 17 01 13 TISS 00 00 01 Mobile Number Usage by call type Show all Text to International Number 46 Usage by value 7 Roamed Text Message Zone 2 p Text Messages Text to International Number International Call to Zone 6 Roamed Text Message Zone 2 7 Calls to Voicemail Service 3 Calls to National Rate Numbers 16 International Call to Zone 6 4 Free Calls to the Office 2 International Call to Zone 2 1 Test Sunil 3ab 40 0 00 to 2 00 2 00 to 4 00 4 00 to 6 00 6 00 to 8 00 8 00 to 10 00 Calls to O2 Mobiles 88 Count 285 ou Count 0 4 2 My Favourites The easy way to keep the reports that are most useful to you close to hand Click on up to tour favourites at any one time Adding to Favourites Simply click 3 Add to favourites when it appears and it will automatically appear in the Favourites page under the Welcome tab Removing Favourites Go to the Favourites tab and click the icon in the top right hand corner of the report you want to remove Go to 02 co uk myo2business Welcome Account management Reports Invoices Administration Welcome Favouri
23. ght the structure and select Edit from the Options menu _ Maintaining Sales UK Maintaining Allocate items by selecting one from the list or multiple by holding Shift and Ctrl on the keyboard Then click the button Allocate selected y m My reports About 02 Logout View demo Terms and Conditions Allocate items to Sales UK gt Sales Team South Q Find Xx 11 Results Allocate selected Reporting level User reference Account number Selected M j 5 aera rma frait S Iiet es Setting reporting structures does not affect the way you are billed Changing the reporting level Once you ve set up your reporting structures you ll be able to see these in the Exploring drop down menu when changing the reporting levels How to do it 1 From the main screen click the Report tab click Dashboard then click Change reporting level 2 Click the drop down menu next to Exploring and select the required name the folder appears in the pane below 3 From your structure select the folder or individual number and click Set as Reporting Level 4 You ll then return to the dashboard My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Invoices Administration Support Dashboard Watchpoints Watchpoint alerts Scheduled reports Filter sets Define Reporting Structures SMS Messenger Return to Sales Team North East Analyse invoices between December 2011 to February
24. harges 02 Dec 2011 03 Jan 2012 y Line Rental Charges 0D Line Rental Charge 05 Jan 2012 04 Feb 2012 12 00 Not Tagged y Other Charges and Credits Se 0522n Not Tange 0 Int Traveller Service Free 05 Jan 2012 04 Feb 2012 0 00 Business Personal Not Tagged 0 Unlimited Free O2 to O2 Calls 05 Jan 2012 04 Feb 2012 0 00 Not Tagged D Free calls to the Office 05 Jan 2012 05 Jan 2012 0 00 Multimedia Messaging Service 05 Jan 2012 04 Feb 2012 0 00 Not Tagged m gg 5 To tag an individual number click Usage under Invoice charges 6 You can then select an individual or group of numbers to tag Call Charges Tagging for 77 1 S 7R 6 stertuns Set All None View Tag All Description Total units Total ex VAT Tag esi 00 06 26 i Not Tagged Wi Aare MSY 00 01 13 Not Tagged Not Tagged Not Tagged Business Personal Not Tagged 00 05 30 Not Tagged 7 Click Save when finished Removing a call tag 1 2 3 4 5 From the main screen click Account management Highlight the user and click the Invoices tab Under the Tab column click Tag on the invoice you want to see Use the drop down menus to select Not Tagged Click Save Tagging using the address book Public address entries to the address book are automatically set as Business These can be overridden when tagging For more information on the address book see page 23 Exporting tag lists
25. ick Submit We ll send you an email with your new password Click OK 4 Password Enter your user name and the new password we sent you click Sign In Do Vo e W N You ll need to change your password the first time you sign in Enter the password we sent you then your new chosen password click Submit Forgotten Password Register new user 7 Your secure login details have been updated click OK Terms and Conditions IMPORTANT Passwords are case sensitive and if you enter your password incorrectly three times you will be locked out Talk to an admin user in your organisation or O customer care to reset your account Forgotten Password 1 2 Enter your username email address below Username Cancel Go to 02 co uk myo2business 2 3 Editing your details You can easily make changes to your personal information and security details How to do it 1 Zs p Log in Click My details and make any changes If you want to change your security details click Change security details select a new security question enter your answer click Submit If you want to change your password click Change password fill in the details and click Submit Click OK to update your details Go to 02 co uk myo2business m m ouar C Edit your details User details Title Mr Firstname Mike Surname Hall Username Mal Pode d Notify me of new invoice data Registered accounts Regis
26. iscounts at number level e Business personal or untagged e Automatically tagged as business if added through the public address book e Reported on and downloaded in xls files e Set as a scheduled report It is the number that will be tagged not the call How to do it 1 From the main screen click Account management tab Highlight the user subscription level and click the Invoices tab 2 Under the Tag column click Tag on the invoice you want to see Terms and Conditions O A My details My reports About 02 Logout View demo Welcome Account management Reports Invoices Administration Support All invoices Account name Partial Invoice Invoice number Invoice date Due date Total ex VAT LO LEGS SERA BSP 05 Jan 2012 05 Jan 2012 43 66 bire aia TAS EN PrE G 05 Dec 2011 04 Jan 2012 ac 81 83 Bert Seber Boh eS OT d 05 Nov 2011 05 Dec 2011 ac 32 31 Go to 02 co uk myo2business Contents Using My O2 Business Page 21 3 On the next screen under Invoice charges you ll see Usage Line Rental charges and Other Charges and Credits 4 Use the drop down menu to select Business Personal or Not Tagged Welcome Account management Reports Administration Support Ei Non Usage Tagging for p f5 724 ee Fy 4248 x NH invoice view Invoice Number 3t 24 Invoice Date 05 Jan 2012 Set All None Tag Type All Invoice charges m Amount Tag v Usage UK VAT exe 02 Dec 2011 03 Jan 2012 Call C
27. k myo2business Contents Reports Page 32 O i My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Invoices Administration Support Dashboard Watchpoints Watchpoint alerts Scheduled reports Filter sets Define Reporting Structures SMS Messenger Change reporting level Q The Hira Company Ltd HIRACO 3843282 Analyse invoices between December 2011 to February 2012 Monthly spend Average monthly spend over 12 months ex VAT 1 202 97 fenm Total spend for last month ex VAT 860 88 Key spend vat 589 68 Total ex VAT 3 429 46 Total inc VAT 4 019 14 Account number 3843282 Connected subscriptions 26 Cost centre Please note This is NOT a VAT invoice it is for information purposes only ytt pus ceo oct 3 wow oett yan gen 2 or 2 pei gay 3 Reports Invoice list Delivery option 2 Download Email Report name Selected File Type Top dialled by value al CSV CSV Top dialled by frequency ami PDF Highest spenders Eyy Zero usage CSV Low spenders CoV a Important The defined date range will pick up all invoices produced in that time which may include charges from outside that period Eg if you select 1st March as the Start of your reporting period and your invoice is produced on the 2nd of the month the report will show all charges from your 2nd March invoice which will mainly be charges from February Download or e
28. lect All Selected File Type Contents Reports Page 33 My details My reports About 02 Logout View demo Terms and Conditions Invoices Administration Support Scheduled reports Filter sets Define Reporting Structures SMS Messenger Analyse invoices between December 2011 to February 2012 Average monthly spend over 12 months ex VAT 1 202 97 Total spend for last month ex VAT 860 88 Key spend vat 589 68 Total ex VAT 3 429 46 Total inc VAT 4 019 14 Please note This is NOT a VAT invoice it is for information purposes only oa wow oett yant gen wart Email recipients Email recipients v PDF H METAM tr PDF csv M PDF CSV ee XLS PDF Important The defined date range will pick up all invoices produced in that time which may include charges from outside that period Eg if you select 1st March as the start of your reporting period and your invoice is produced on the 2nd of the month the report will show all charges from your 2nd March invoice which will mainly be charges from February Scheduling a report You can set the following reports to run automatically based on your requirements Pre defined most commonly asked reports eg highest spenders zero usage etc Based on number of invoices captured within your specified date range Invoice csv reports reports presenting invoice specific information Based on number of invoices captured within you
29. ly import into Excel and filter to find specific information Go to 02 co uk myo2business Section 4 Using My O Business Everything you need to know Important Depending upon your role you may not have access to all areas Go to 02 co uk myo2business 4 1 4 2 4 3 A4 4 5 4 6 4 7 Functional Toolbar My Favourites Managing accounts Call tagging Address book Favourite numbers SMB customers only SMS messaging SMB customers only Contents Using My O2 Business Page 14 4 1 Functional Toolbar When you click on some features you ll see the Functional Toolbar Here s what each button does Save and download Print the report to file as you see it on screen The address book lets you add private and public addresses as well as importing and exporting lists View usage as a graph Adding names to the address book 1 To add to your address book click M then click Create Enter the number in the Number dialled box Enter the description name in the Description box wW N Repeat the process to add any more numbers to your address book click Save list Go to 02 co uk myo2business Contents Using My O2 Business Page 15 Importing names in to the address book 1 Create a csv file containing two columns with the headers number and description see page 24 Click to access the address book Click Import List Select the list to import Viewin
30. mail reports Select multiple reports and choose to download or send by email You can check the status of the reports you ve sent in My reports You can use filters on some reports including reporting over a chosen time period See page 35 to find out more How to do it iP Ye w 9 From the main screen click the Reports tab then click Dashboard The report will run based on the reporting structure shown To change it click Change reporting level Choose your date range from the top right of the screen From the Delivery option drop down select Download Email Choose which reports and file types you want and click Next Depending on the report you may be able to add a filter Choose your filter from the Report Filter drop down or select No filter or New filter set See page 35 for more on filters Click Next From the Export option drop down click Download or Email and add email addresses Click Go 10 Click My Reports to check the status of your download or email Go to 02 co uk myo2business O Welcome Account management Dashboard Watchpoints Watchpoint alerts Change reporting level Sales UK Monthly spend 1400 1200 1000 800 600 400 200 0 pot t ey 3 yr BRS wh 44 pue 4 ce si Reports Delivery option Email Report name Top dialled by frequency Highest spenders Zero usage Calls by Type Data Usage Tag Summary Cost Breakdown by Subscription Type F Se
31. n click the Invoices tab 2 Click Current transactions Contents Help Page 41 Section 7 Help All the help you need 74 Support Go to 02 co uk myo2business 7 1 Support Access FAQs My O Business support and information as well as general billing help 1 After you ve signed in see page 4 click the Support tab or go to o2 co uk 2 Click O2 Business from the top right of the website 3 Click Support and then click the Accounts amp Billing tab Access My O Business step by step amp video tutorials 1 After you ve signed in see page 4 click View demo 2 Select the relevant topic you need help with 3 Follow the instruction steps or watch the video by clicking Watch topic 4 Bookmark www selflearning co uk o2 myo2business SMB Customer Service team From your O mobile 8002 free From a landline 0800 977 7337 free From outside the UK 44 844 8090 200 Opening hours 8am 9pm Mon Fri 8am 8pm Sat 8am 6pm Sun t Free from an O mobile other providers charges may vary If you re an Enterprise customer please talk to your Account Manager Go to 02 co uk myo2business My O2 Business help General overview Getting started Welcome Account management Reports Invoices Administration Support Functional toolbar Contents Help Page 42 Access to some of the features demonstrated in this simulator are role dependant If you are not an account administrator
32. nd ae 2011 me Average monthly spend over 12 months ex VAT 1 202 97 Other options available EEEE i key Total spend for last month ex VAT 860 88 Gl Nc Wspend vat 589 68 1 Dashboard provides a summary of your spend based on the reporting structure TET iai paps chosen see page 30 View and download reports from here too Saskian Total inc VAT 4 019 14 Account number 3843282 2 Watchpoints allows you to set up alerts For example fixed line or mobile accounts or E P numbers that have speni above d certain amount Please note This is NOT a VAT invoice it is for information purposes only 3 Watchpoint alerts once the Watchpoint has been set for example any number spending more than 100 an alert will tell you who met or exceeded the limit 4 Scheduled reports lets you create a recurring report to run automatically and se war syed aD olt cot ga gov eet sant capt ge 2 email results Once you ve created a scheduled report you can run it immediately and download through My Reports Reports n Delivery option Immediate 5 Filter sets use to filter usage reports to look at specific call types dates destinations Report name Selected costs numbers dialled and more You can use the additional Dialled numbers or ee O Working hours lists to include or exclude specific numbers or times for the report For example to see what calls are made out of office hours Top dialled by volume W Top dialled by frequ
33. ndividual number using the chart erener rrr _ rr option from the Functional Toolbar 29 Feb 2012 00 56 25 MAID aT 00 05 39 00 05 39 0 00 0 28 01 Mar 2012 11 48 57 pet aces iaga 00 02 23 00 02 23 0 00 0 00 01 Mar 2012 15 45 03 s LRS 00 008 JU UU U4 0 00 0 29 N Mae 117 AP 2E 7E arier rart NANNE DOME AT On ann Usage by call type f Show all M Usage by value Clicking a column header allows you to sort the data in ascending or descending order and is shown with A or V You can also drag the columns to make them wider Calls to Other Network Mobiles 3 Calls to National Rate Numbers 2 Text Messages 6 02 Data Service 9 Media Messages 5 Usage by call type International Call to Zone 6 4 n 0 00 to 2 00 2 00 to 4 00 4 00 to 6 00 6 00 to 8 00 8 00 to 10 00 This gives you a quick graphical view on how a users call types are split For example all calls Count 26 Count O Count 3 Count O Count 0 made to O mobiles or text messages Simply click the drop down menu next to Usage by call type and make your selection Go to 02 co uk myo2business 4 4 Call tagging Tag calls as business or personal with a click My O Business makes it this easy to recover personal call costs It s simple to manage too Once a tag is set it will automatically carry over to the next invoice Tags can be e Applied at number level e Used for one off charges e Used against recurring payments e Used against d
34. o view and manage your 3 1 Welcome page settings and users J 3 2 Searching for an account 3 3 Users Important Depending upon your role you may not have access to all the administration areas Go to 02 co uk myo2business Contents Managing your users Page 8 Contents Managing your users Page 9 3 1 Welcome page From here you can access all of the My O Business functionality Depending on your role you may be sent directly to the Account management screen see page 17 My details My reports About 02 Logout View demo Terms and Conditions bad Support Welcome Account management Reports Invoices Administration E ll Welcome Favourites My 02 Business Take control of My O2 Business Mike Hall This is where you can analyse download and print your invoices as well as view your recent charges Click for more detail ih ial iJ 5 2 lt a E i if ai Di i E Ld abel Ee el i a oe Invoices Go to 02 co uk myo2business Contents Managing your users Page 10 3 2 Searching for an account If you have multiple accounts this is what you ll see If the account you want doesn t Nee re 5 My details My reports About 02 Logout View demo Terms and Conditions appear simply search for it a a Account selection Administration Those with single accounts will go straight to the Welcome page page 9 Access Points New Access Points How to do it
35. r specified date range Usage report usage irrelevant of invoice Based on your actual specified date range How to do it 1 From the main screen click the Reports tab and then click Scheduled reports 2 Click Schedule new report and follow the on screen wizard My details 2 View demo Terms and Condition About 02 Logout r My reports Welcome Account management Invoices Administration Support Watchpoints Watchpoint alerts Scheduled reports Filter sets Define Reporting Structures SMS Messenger Options v Schedule new report Report type Reports structure Reporting level Enabled Fulfilment report Multiple report Fulfilment Schedule new report for As Hen 4 Agmar VAS WRAN Ra STAP Step 1 of 4 Report details Report details Select report Additional Filters Deliver to Scheduled report for Yw pation rers WLAN gt Peary Scheduling a report is easy and takes 4 quick steps First start with a few details about your report Name o o ONLY INVOICED DATA WILL BE DISPLAYED IN i DELIVERED RESULTS Run the report Monthly Onthe 1 days E Results will only be displayed when reporting against wie periods that have been invoiced and when scheduling a report please ensure the Run the Report option is set for a date after your billing date Run the report forthe last 90 Report type Predefined report Enable report M Reports will show all data from any invoices produ
36. rop down menu 9 Navigate through the structure to find the level of reporting to assign 10 Click Assign role A Click the Title drop down menu to select the new user s title Then enter First name 11 Click Assign reporting level Surname and User name in the correct fields The user name must be their email 12 Click Submit the new user will receive three emails address For more information on setting up Reporting structures see page 30 Go to 02 co uk myo2business Contents Managing your users Page 12 Editing a user Stopping user access 1 From the main screen click the Administration tab You can t delete a user from My O Business but you can stop their access 2 Select the user you want to edit 1 From the main screen click the Administration tab 3 From the Options drop down menu select Edit Select the user whose access you want to stop 2 4 Follow the on screen prompts 3 From the Options drop down menu select Edit 4 Untick the box next to User enabled 3 Follow the on screen prompts O My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Reports Invoices Administration Support User administration Access administration Activity Log Enabled User name First name Surname Role Q j Options v Create new user A ape IESE N Mark Brockway SMB End User Edit led Fi Q Enabled User name irst name Surname Selected W v Brockway SMB E e ale
37. s Last 05 Feb 2012 Next expected 05 Mar 2012 Device 3G POSTPAY SIM Connected date 11 Jun 2007 Cost centre User spend Total of recent charges 0 00 Spend per month 3 Add to favourites Apr 11 May 11 Jun11 Jul 11 Aug 11 Sep1i1 Oct 11 Nov 11 Dec 11 Avg spend for the previous 3 months ex VAT Jan 12 Feb 12 Mar 12 Tariffs and recent charges 1 Z From the main screen click the Account management tab Click Tariffs and recent charges You ll see Tariff details displays your contract duration next expected invoice and billing date Allowances amp usage your minutes messages and data allowances individual or shared Roll over the dials to see your used minutes and allowance Services amp discounts allows you to view their status Use the drop down menu to view by type Active Pending Expired or All Recent charges click View recent charges to review in more detail see page 20 The recent charges shown will be those charges since the last invoice Go to 02 co uk myo2business O Welcome Reports Account management Q E Q Soe Se IND ts at LD INE o Ae BP RENE Setar BR Teiu Aom eg 5 SAMA SNe 3 WIA AB SR eat 5 Seeders tastes ELVA C ar E LARSIN faaye MRA y PY DIOS P I ALIAN EST Hees ana GW BOP LENNARD anan Bein a PUNE ATE ee TFs AE Meo ARIS SHOT VO E JB C2 rink oF PERS eae Loh RATED Me Ya gee Soe eet Aa E
38. st 3 Select the column filter you want to activate from the Select Column drop down menu and fill in any details 4 To add more filters to the same column click Add Filter Or to add a new column filter click Add Column You can add up to 25 filters Click Save To add a working hours list see page 37 click the Working Hours tab Select the list you want to use Choose whether you want the filter to be active Inside or Outside of the working hours list 9 Click the button 10 Your working hours list will be added to your filter set To add a dialled number list see opposite click the Dialled numbers tab 11 Select the Dialled numbers list you want to use 12 Choose whether you want the filter to Include or Exclude the dialled numbers list 13 Click the button your dialled numbers list will be added to your filter set click Save To let your colleagues see your filter set tick the Public box Deleting a filter set 1 Click on Filter sets 2 Highlight the row that contains the one you wish to delete 3 Click Delete Go to 02 co uk myo2business Contents Reports Page 36 Creating a dialled numbers list A dialled numbers list lets you include or exclude a set of numbers in your usage reports 1 J o N AM amp WN From the main screen click the Reports tab Click Filter sets Click the Dialled Numbers tab Click the button Enter a name for the new destination list Cli
39. t View demo Terms and Conditions Welcome Account management Invoices Administration Support Dashboard Watchpoints Watchpoint alerts Scheduled reports Filter sets Define Reporting Structures SMS Messenger Filter Set Details Create a Filter Set Use filter sets to specify the key information time periods and numbers you want when downloading emailing or scheduling usage reports Make this public to share with your colleagues Column Filters Dialled Numbers Working Hours 0 25 Filters Delete All Columns Add Column Select Column v 0 filters Delete Column Filter Go to 02 co uk myo2business O N o wu Contents Reports Page 35 O My details My reports About 02 Logout View demo Terms and Conditions Welcome Account management Invoices Administration Support Dashboard Watchpoints Watchpoint alerts Scheduled reports Filter sets Define Reporting Structures SMS Messenger Filter sets Filter Set Details E Create a Filter Set Use filter sets to specify the key information time periods and numbers you want when downloading emailing or scheduling usage reports Make this public to share with your colleagues Name New filter set Public i Column Filters Dialled Numbers Working Hours 0 25 Filters Delete All Columns Add Column Select Column 0 filters Delete Column Filter Number Description a Duration Total units Destination Original co
40. ter additional accounts Security details Secret question What is your mother s maiden name Secret answer SOR IIOK Change security details Password Change password User role SMB Administrator Contents Getting started Page 6 Current accounts Q tagem Soren Uns TATE SINS 2 4 Registering There are two ways to register for My O Business If you re an Enterprise customer you ll need to contact your O account manager If you re an SMB customer you ll need to click Register new user on the login screen and follow the prompts If you need any help contact your O account team If you don t have your account number or security details follow the on screen prompts or contact your O account team User name f Password Forgotten Password Register new user Sign In Terms and Conditions Go to 02 co uk myo2business Contents Getting started Page 7 Register new user Account number Pin number Request Forgotten Pin My O2 Business Details Title select First name Sumame Usemame Choose password Confirm password Choose secret question On what day of the week were you born Choose answer B Keep me informed of the latest news including product updates new channels and promotions P Ihave read and agreed with the Terms and Conditions Submit You can find more about managing users on page 8 Section 3 Managing your users How t
41. tes Contents Using My O2 Business Page 16 My details My reports About 02 Logout View demo Terms and Conditions Support Monthly Spend Graph ARS Gy 5X Unbilled Calls 2677 72 ut 50X User spend Total of recent charges 23 02 Avg spend for the previous 3 months ex VAT 104 98 Spe nd per month Click for more detail 160 0 i as April May 11 Jun 11 dul 11 Aug 11 Sep 11 Oct 12 Nov 11 Dec 11 Jan 12 Feb 12 Mar 12 Unbilled Bundle Balance WSA ta 49 Allowances amp usage lick for more detail E T Y d AN 2 K Time 3 o F Personal 5 Mins Free Traffic Line Calls Click for more detail Call Date Call Time Duration Cost Dialled Number 05 Feb 2012 01 00 13 00 00 00 0 13 wap o2 co uk 05 Feb 2012 03 51 19 00 00 00 0 17 wap o2 co uk 05 Feb 2012 08 38 19 00 02 17 0 00 ie RITI 05 Feb 2012 09 56 29 00 06 08 0 00 DAL Os 05 Feb 2012 10 45 49 00 00 37 0 00 SPW ta 05 Feb 2012 14 28 07 00 00 00 0 13 AB a op et 05 Feb 2012 14 38 55 00 00 00 0 15 Ry bioiih 05 Feb 2012 15 14 14 00 04 57 0 00 At lh DEE 06 Feb 2012 00 05 23 00 01 08 0 00 SPORE NA Fah 2012 1 na 20 an nn n4 Bat s z Please note UK calls usually appear here within 24 hours it may take longer for international or data calls Any charges shown exclude VAT and take into account your inclusive allowances If you change tariff or have used data whilst abroad these charges may be subject to change when yo
42. the Account management tab you ll see various icons depending on structure Q Global D Switched circuit Account management Reports Invoices Summary SMS Messenger Tariffs and recent charges a Mtge Cott pes ht tee RS PINE 0 Q PE is z Telephone No amp user UPDI Cyran Foe o F METREN E RDA A Status Q Normal E Testing Account PRA Tariff Additional User IX Corporate A Account level Mobile Landline Broadband Telemarketing NGN lo cc G Managed WAN Fiberlink O Health Hardware Account tree Lock gt a o w p Yy Airtime amp hardware Disconnections are shown as greyed out icons Go to 02 co uk myo2business 3 PREE o 5 BAASE 5 HE toe 5 GISLE 9 eren I FIr ig ANAC SY 5 tt nt Qe Pak g akaa 5 SEL AR J tamune 9 7ovMiotee 5 waaa 5 anna g 4 Shey 5 OPM PANTIE 5 or RM gt 9 amase 5 aars 5 ventas 9 Arara 5 gt Set g ovr 5 aapna B ate 5 se ao xn 5 pyh pg I atia swir EAA E E iiaia Ca fi O alaia MA ah 3 a STS AS Pres oop SP aes Bie SUR y Gaa BAG a a PE ES hy NA PD GPA IMS Pages De UE 85 i Ten HCN is e EES ELAS Ari PERS Chote foe Orr Share f Be rsh se BS aed PUT Wee Sone Potaa Nghe en sder ey Pea a o E ewet Saye le FH ST Soqoy ERs Preis a Ta ag Make Oem rit irg sar Ce ey ais DEE Tiori TAC omm j Sh Tht ke See A SAN v Show View Options Bill day 5 Invoice date
43. ur next bill is produced 4 3 Managing accounts Quickly see a summary of your accounts since your last invoice via the Account management menu Here you can see how much you ve spent recent charges tariff information not yet invoiced Viewing an account summary i Zz From the main screen click the Account management tab and click Summary Your Group account is at the top of the left hand panel click your Group name to view your group details Click the symbol to expand your Group account Click to expand any of your main accounts if applicable Click again to expand your accounts if applicable Clicking an individual mobile broadband or landline number shows its specific details Alternatively instead of manually expanding through the account numbers you can control what you see using the Show View Options tab If you have access to more than one account or number you will be given a list Highlight the one you want and click Select Go to 02 co uk myo2business Jes STR 9 araser 5 HE toe G B2Saregtrs 9 eregu I srg 9 ALG Aye 5 wae pe tp DELETE J arrean J oramne 5 7ovMiotee 5 weage 5 anna g 4 Shey 5 rI 5 arr E Roary Paks 9 amase 5 Ss TAR N 5 ragat S eraen 5 SPE EN 5 O42 oak 5 aapna S atone 2s 5 7B a xu a psy pg DILAT E reat Camas STS AS Pres e ij SP Uae e BBA XIRI seanar Ea Ey E Gaa BAG Satoh CATS Pages
44. view you can also view and allocate tags For more information on tagging calls see page 21 Go to 02 co uk myo2business O My details My reports Welcome Account management Reports Invoices Administration Invoice J VAs Current transactions aa t Testing Account Invoice number Invoice date Charges against amp 82 Testing Account ex VAT Subscriptions total ex VAT Total ex VAT VAT at 20 00 Total inc VAT v Subscriptions Subscriptions Network Heer Sek 02 Mobile ERR Wie oe eed 02 Mobile RE SY ke here O2 Moom HESTER ee 02 Mobile ORS IMA Sages Ley 02 Mobile ites Ars tee TY 02 Mobile arami Ls at 02 Mobile IRU N re View an invoice by usage 1 From the main screen click the Invoices tab Contents Invoices Page 39 About 02 Support Logout View demo Terms and Conditions IRW i 05 Feb 2012 0 00 860 88 860 88 Total calls Total ex VAT 47 00 40 51 35 00 272 00 12 00 12 00 20 51 2 Under Usage click the Usage for the invoice you want to see If you have more than 5000 call records you will see a message The number of billed calls has exceeded the threshold Click OK 4 You can click the download button to retrieve all your usage in a csv format and then click the Filters drop down menu to refine your search to within 5000 call records For more information on Filters see page 35 Downloading an invoice Invoices can
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