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Charge Analysis

The Charge Analysis portion of Billing allows you to analyze the charges relating to your bill.  There are four buttons at the top of the pane, these buttons allow you to choose what section of your bill you want to analyze.  The following four options are available:

·         Calls

·         Recurring

·         One Time

·         Type of Service

For each charge type, there are multiple ways to filter the charges.  When you click on each button, the screen changes to display your options.  

Call Analysis

The Charge Analysis pane defaults to Calls Charge sorted by Number.  We have created a few reports to help you analyze your call data.  The following reports are available:

·         Number – sorts that calls based on dialing extension, the list will be from your lowest to highest extension number

·         Most Expensive – sorts the list based on the most expensive call, the report displays the extension, total call cost, called telephone number and the total minutes of the call

·         Longest Duration – sorts the list based on the call with the longest duration, the report displays the extension, total minutes, called telephone number and the total call cost.

·         Most Dialed – sorts the list based on the most frequently dialed telephone number, the list displays the called telephone number, total number of calls, total charge and total minutes.

·         Call Type – this reports displays the call types and the total call counts for each. 

For you can further filter most of the reports (with the exception of the Call Type report) by creating a search parameter.  Below the report types, is the ‘Filter your Results by’ links that allows you to create the filter for the report.  Each report type will have different filters, but they are work the same.  To create a filter, click on the appropriate link directly below ‘Filter your results by’, a small textbox opens.  Within the textbox, type in any portion of the record to create the filter and either click the enter key on your keyboard or click the small magnifying glass within the textbox.  The view changes to display your filtered list.  

Recurring Charge Analysis

This report displays a list of the recurring charges for your current billing cycle.  The unfiltered report displays the following information for each recurring charge:

·         Bill From and To Date

·         Total Charge

·         Mission Funded Charge

·         Order & Alternate Order Number

·         Phone number/Circuit/Item Name

·         Equipment/Service Name

·         Part Name

·         Equipment/Service Type

·         Serial Number

·         Quantity

There are several different filters available for this report type.  To create a filter, click on the appropriate link directly below ‘Filter your results by’, a small textbox opens.  Within the textbox, type in any portion of the record to create the filter and either click the enter key on your keyboard or click the small magnifying glass within the textbox.  The view changes to display your filtered list.   

One-Time Charge Analysis

This report displays a list of the one-time charges for your current billing cycle.  The unfiltered report displays the following information for each recurring charge:

·         Total Charge

·         Mission Funded Charge

·         Order & Alternate Order Number

·         Phone number/Circuit/Item Name

·         Equipment/Service Name

·         Part Name

·         Equipment/Service Type

·         Serial Number

·         Quantity

There are several different filters available for this report type.  To create a filter, click on the appropriate link directly below ‘Filter your results by’, a small textbox opens.  Within the textbox, type in any portion of the record to create the filter and either click the enter key on your keyboard or click the small magnifying glass within the textbox.  The view changes to display your filtered list.   

Type of Service Analysis

The Type of Service report displays each of your accounts and the total reimbursable charges and the total non-reimbursable charges.  The unfiltered report displays the following information for each account:

·         Account Number

·         Total Charge

·         Type of Service

·         Type of Service Description

·         Billing End Date

There are a few different filters available for this report type.  To create a filter, click on the appropriate link directly below ‘Filter your results by’, a small textbox opens.  Within the textbox, type in any portion of the record to create the filter and either click the enter key on your keyboard or click the small magnifying glass within the textbox.  The view changes to display your filtered list.   

Exporting Reports

Once any reports generate on-screen you can export them into a few different formats.  On the right hand side of the Charge Analysis pane are the export options.  You can export your information into Excel, PDF or CSV formats.  To export simply click on the format, a message box appears at the bottom of your screen asking if you want to open or save the file.  You can open the file, you can save it to your local computer or cancel the operation.  

 

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