Business support

Creating a custom detail billing report in Bill Analyst

If you want to limit the details in a report or want to display data beyond what a standard report delivers, then you can create a custom report. (For high-level-trend-type questions, create a custom summary report.)

You can create a new custom detail report from scratch, base it on a copy of an existing report, or edit an existing report and save any changes. Use the sorting section to determine how your data will appear in your report. If a group is designated, the report will be sorted by group and then further sorted if you select options from each of the sort fields. If no group has been selected, the detail report will be sorted by the sorting options specified in that section.

To create a custom detail report:

  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 Detail tab.
  1. Select the radio button next to the report you want to add.

  2. Click Add Report.
  1. Select the radio button next to the type of report you want to create, then click Ok
  1. Select the sections you'd like to use to add details to your report: 

    • In the detail report section, type a name for the report and select a filter from the list.

    • In the columns section, select the fields you want included in your report by using the > button to move a field from the exclude list to the include list. To delete a field, use the < button to move a field from the include list to the exclude list.

    •  In the sorting section, select the field to sort by from the box, then click ascending or descending. 

    • In the records section, select the number of data records to display in the report. The fewer records you select, the quicker the report will be displayed. 

    • In the sharing section, select which reports are available to other users in your organization. Users who are assigned at or below the node where you are assigned in the master hierarchy will be able to view reports you've shared, but they won't be able to edit or remove them.
       
  2. Click Ok.
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