Business support

Creating a custom summary use report in Usage Analyst

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

To create a custom summary use report:

  1. Click the Reports tab, then click the Voice Reports subtab. 
  1. Click Usage Analyst.

Control Center opens Usage 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, then select the type of report from the list.
  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 select the radio button to view the report as a table or graph.
  1. Complete the Group section:

    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 in the report.

    3. Select the radio button to sort by either Ascending or Descending order.

    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. To add data to your report, 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 click 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 Sharing section, select whether team members at or below you in the heirarchy can view the report. 
  1. Click Ok.
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