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Creating a hierarchy in Bill Analyst

You can use hierarchies to structure your data to track your telecom use or spend across different groups and functions of your organization for more informed reporting and analysis: 

  • Review monthly telecom spend by business unit, division, department, group, or other segment of your organization; assign costs among groups that share telecom services.

  • Use a hierarchy and its levels like data filters for your reports (in addition to standard and custom filters).

  • Create multiple hierarchies to test and compare different reporting scenarios.

A hierarchy mirrors the structure of your organization—business units, regional offices, retail outlets, cooperatives, departments, and other reporting groups. The nodes and sub-nodes of a hierarchy form a tree structure, connected in parent-child relationships, representing your organization’s various groups. Split services between nodes to assign costs across multiple groups that share a service.

You can set a hierarchy you create as private (seen only by the person who created the hierarchy) or public (seen by all users in your organization).

Note: Some aspects of working with hierarchies are permission based. For example, you can only edit a node description, move a node to a different level, or remove a node if you are the owner or administrator.

To create a hierarchy:

  1. Click Billing, then click Bill Analyst
Bill Analyst
  1. Select the radio button next to the account you want to view, then click LAUNCH BILL ANALYST.

    Control Center opens Bill Analyst on a new tab.
Bill Analyst (showing Home tab)
  1. In the Hierarchies box, click Set Hierarchy.
Hierarchies (showing Set Hierarchy tab)
  1. Click Add Hierarchy.
  1. In the Enter the name of the hierarchy field, type a name for your hierarchy.
  1. In the Access section, select who can see the hierarchy by doing one of the following: 

    • To allow everyone in the organization to see the hierarchy, select the Public radio button.

    • For only you to see the hierarchy, select the Private radio button.

      If you want to experiment with different reporting scenarios, you can create multiple hierarchies to test your results. Make a copy of an existing hierarchy to use as a starting point or you can create one from scratch. If you decide you want to start with a copy, any changes you make to the new hierarchy will not impact the original hierarchy.
  1. Click Save.

    Bill Analyst saves your changes. (As you start to edit the hierarchy, you can also view a history of changes to the hierarchy.)