Business support

Creating an advanced filter to sort billing data in Bill Analyst

To build an advanced filter, use the Condition Builder tool, which makes it easy to create filters with ALL/ANY combinations, searchable strings, or up to 50 rows of criteria. (You can also create a basic filter or see if Condition Builder is what you need by  reading about Condition Builder concepts.)

To create an advanced filter for sorting billing data using Condition Builder:

  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 Setup.
  1. In the Tools box, click Filters

  2. Click Add Filters

    When running or ordering a report, you can associate a hierarchy with your custom filter.
  1. Click Next for Condition 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

      This filter will only apply to the related report type. For example, if you create a filter based on Call Usage LD, the filter will only work with CDR reports.
  1. Enter a name for the filter, add conditions, and select the radio button for whether you want to share the filter. 

    When you share a filter with other users in your organization, those users who are at or below your level in the master hierarchy will be able to use it, but they won't be able to edit or delete it.

  2. Click Save.

    New filters appear on the filter page (though 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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