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 information, 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 the 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, then click Add Report.
  1. Select how you want to create the detail report:

    • To start from scratch, select the Start a new report radio button. You'll see a blank summary report template. 

    • To start from an existing report, select the Start with a copy of an existing report radio button. You'll see a report summary.
  1. Click Ok.
  1. If you created a report from scratch fill in the fields; otherwise, make edits to the report you copied. Complete each section to build your report:

    1. In the Detail Report section, in the Name field, type a name for the report and select a filter from the list.

    2. In the Columns section, select the fields you want included in your report by using the > button to move a column from the Exclude field to the Include field. To delete a column, use the < button to move a column from the Include field to the Exclude field. If you are starting a report from scratch, all columns will be listed in the Exclude field.

    3.  In the Sorting section, select the field to sort by from the list, then select the Ascending or Descending radio button. You can sort up to four different ways.

    4. In the Records section, from the list, select the number of data records you want to include in the report. The fewer number of records you select, the quicker the report will be displayed.

    5. In the Markup section, select the type of price increase you want to add to the invoice from the list.

    6. In the Sharing section, select the radio button to tell us whether you want to share the report or not.

      Users 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.
  1. Click Ok.
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