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Exporting a hierarchy in Bill Analyst

You can export either an entire hierarchy or a branch of a hierarchy to print or archive it for future reference. The downloaded file will contain the tree structure of the hierarchy. You can also include account and service assignments.

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 export a hierarchy:

  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. Select the radio button next to the hierarchy you want to export, then click Export Hierarchy.
Export Hierarchy
  1. In the Branch section, from the Level list, select the branch you want to export.
  1. In the Elements section, select the radio button next to the element to include with the exported hierarchy.
  1. In the File Format section, select the radio button next to the type of document you want your hierarchy exported to, then select the radio button for the layout of the document.
  1. Click Ok.