Online Billing Report Menu

Under the Report Menu you can:

• Run a standard report
• Create, save and delete customized reports

Run a Standard Report:

Select Standard Report:

Standard Report Results:

Create, save, delete, and manage customized reports

Source

1. All customers have access to different types of source billing data depending upon services provided. Choose from Invoice, Daily, or Monthly detail if applicable.
   
   Select the desired source file for the report from the drop-down menu here.
   
   
2. Users must create a category for their new report. Select a name for the report category and type it here. The 64 character alphanumeric field may be named as the user desires.
   
   Upon completion of the report, the new category created by the user will appear in the dropdown indicated to ease in future retrieval of the report.
   
   
3. The user must next create a title for the new report the 128 character alpha-numeric field provides ample room for a descriptive title.
   
   
4. The user must now create description for the report. The 256 character alpha-numeric field provides plenty of room for basic report documentation.
   
   
5. Select the type of report desired - Detail or Aggregate.
   
   

Aggregate reports allow users to apply arithmetic functions including sum, average, minimum and maximum to specified fields.

After making this selection, select “Next” to continue.

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Field Selection:

1. The user will now select the data fields to be included in the new report.
   
   Select the desired fields from the left hand column by single clicking them and then selecting the “add” button.
   
   
2. Once all fields are selected into the right hand column, they may be arranged in a desired order by selecting them and then entering the “up” and “down” buttons.
   
   
3. When finished with field selection, select “Next” to continue.

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Aggregate Calculations:

1. Select the fields to be used in aggregate calculations.
   
   The process is identical to the general field selection step above.
   
   
2. Select “Next” to continue.

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Alignment:

1. Field widths, number and date formats, alignment and sort order are performed on this screen.
   
   Fields on which aggregate functions are to be performed are selected here as well.
   
   
2. Select “Next” to continue.

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Filters:

This screen allows users to filter their report output.

1. Select the drop downs provided to activate the filter functionality. Multiple levels of filters may be applied by selecting the “and” and “or” options in the upper right box.
   
   
2. Selecting the “New+” button allows for another level of filtration to be added
   
   
3. Select “Next” to continue.

1. Finally, the user will select the bills to be included in the report by highlighting them. Multiple reports are selected by holding down the “shift” or “control” keys.
   
   

   By not selecting any bills to be included in the report, all reports will be included in report results.

2. Select “Next” to continue.

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Output:

Report Management:

Reports generated by the Report Wizard are automatically stored for later use by the Report Manager.

Select the desired report for re-use and follow the reporting design process described earlier.