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Adding or changing an account description in Bill Analyst

To add or change an account description:

  1. Click Reports, click Billing Reports, then click Bill Analyst
Bill Analyst redirect
  1. Click OK.

    Control Center opens Bill Analyst in a separate window. 
Bill Analyst Home tab
  1. Click the Setup tab.
Setup tab
  1. In the Hierarchies box, click Set Hierarchy.
Set Hierarchy
  1. To make, add, or change a description, you need to make sure the report is active, click Set Active Hierarchy if the report is not set.
  1. Select the checkbox next to the report, then click Edit Hierarchy Properties.
Edit Hierarchy Properties
  1. Edit the name of the heirarchy, click Ok
  1. Select the checkbox next to the account(s) you want to edit, then click Edit Descriptions.
Edit Levels
  1. Edit Description 1 and/or Description 2.
  1. Click Save.