Business support

Creating an advanced filter to sort billing data in Bill Analyst

You can build an advanced data filter—with ALL/ANY combinations, searchable strings, and up to 50 rows of criteria in Bill Analyst. Refine your data searches, zero in on key trends, and generate more insightful reports.

To set up data search conditions for an advanced filter, use Condition Builder. Every filter requires at least one condition. With Condition Builder, you use three components to set up a data filter condition:

  • Reporting field—a piece of data (e.g., area code, account number, duration, originating city)

  • Comparison operator—how the relationship between the reporting field and value will be tested (e.g., contains, does not contain, is equal to)

  • Value—what the reporting field is being compared to

Examples:

  • Billing account number, is equal to, 000000

  • Call area, does not contain, 303
To create an advanced filter for sorting billing data:
  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. Click Next for Condition Builder.
  1. Select how you want to add the filter: (When you share a filter with other users in your organization, users who are at or below your level in the master hierarchy can use it, but they can't edit or delete it.)

    • To start from scratch, select the Create a filter of report type radio button, then select the type of  filter from the list.

    • To start from an existing filter, select the Copy an existing Filter radio button, then select the filter from the list.
  1. Click Ok.
  1. In the Name field, type a name for the filter.
  1. From the add group list, select your filtering requirements, then narrow the filter by selecting conditions from the lists, and then in the field, type the words or phrase you want to filter by.
  1. 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 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.

Not quite right?
Try one of these other, popular search topics:
        Billing support
        Call routing
        Notifications
        Repair tickets
        User profiles