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Adding a node to 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.

Note: You can also access Bill Analyst by clicking Billing > Invoices, clicking the down arrow for the account, and then clicking Bill Analyst (Invoice Mgmt).

To add a node to a hierarchy:

  1. Click Reports, click Billing Reports, then click Hosted Bill Analyst
Billing Account Selection
  1. Click the icon on the right side of the row for the account you want to view. 
Bill Analyst (formerly Invoice Management) home
  1. Click the Billed Analyst radio button, then click OK.
Bill Analyst (formerly Invoice Management) home
  1. Click the Setup tab.
Setup
  1. In the Hierarchies box, click Tree Builder.
Hierarchies
  1. In the Node field, type the top level department.
  1. Click Add Nodes.
setup tab hierarchies tree builder tab with nodes
  1. Continue building your organizational tree by selecting a parent node for additional departments.