Business support

Adding a filter from the setup tab in Bill Analyst

In Bill Analyst you can create custom filters from the setup tab. 

To add a filter from the setup tab:

  1. Click the Reports tab, then click the Billing Reports subtab. 
  1. Click Bill Analyzer.

Control Center opens Bill Analyst in a separate window.

  1. Click the Setup tab.
  1. In the Tools box, click Filters.
  1. Click Add Filters.

    When running or ordering a report, you can associate a hierarchy with your custom filter.
  1. Select Next for either Condition Builder or Original filter builder. In our example, we chose Original filter builder.
  1. Do one of the following:

    • From the Create a filter of report type list, select a report type, then click Next.

    • From the Start with a copy of an existing filter list, select an existing filter, then click Next.
  1. Enter a name for the filter, add conditions, and select the radio button for whether you want to share the filter. 

  2. Click Save.

New filters appear on the filter page (you may need to scroll down to see them). If you've shared a filter, there'll be a notation in the Shared column.

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