Business support

Creating a custom summary billing report in Bill Analyst

If our standard summary billing reports don't provide you with the information you need, then you can create a custom summary report in Bill Analyst.

To create a custom summary billing 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 Summary tab.
  1. Click Add Report.
  1. Select how you want to create the summary 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. In the Summary Report section, type (or edit) the name of the report, select a filter from the list (if you want to apply one), and then select either the Table or Graph radio button.
  1. Complete the Group section by doing any of the following:

    1. From the Group list, select how you want to organize the data.

    2. From the Sort By list, select how you want to sort the data n the report.

    3. Click either the Ascending or Descending radio button to identify your sort preference.

    4. From the Minimum Value list, select whether you'd like to exclude data that falls below a certain value and the minimum number you want to appear on the report.
  1. If you want to use a secondary set of data to group the data for the report, complete the Subgroup section, with the same parameters as listed above. 
  1. For the report view, do one of the following:

    • If you selected to view the report as a table, use the arrows in the Table View section to indicate which totals and averages you want to include in the report.

    • If you selected to view the report as a graph, in the Graph View section select the radio button next to the type of graph you want. Then, use the remaining fields to design the graph. If you want to include the data that was not part of of the group or subgroup as its own increment, select the 'None' Group and Subgroup checkbox. If you want to include data that didn't meet the minimum criteria in either the group or subgroup, select the 'Below Minimum' Group and Subgroup checkbox.
  1. In the Markup section, select the type of price increase you want to add to the invoice from the list.
  1. In the Sharing section, select whether team members at or below you in the heirarchy can view the report. 
  1. Click Ok.
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