Lumen help

Creating a custom detail report

To create a custom detail report:

  1. From the main menu, select Billing > Invoice Management
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Hosted Bill Analyst
Detail Reports
  1. Click Add Report.
Add New Report
  1. To create a new report, do one of the following:

    • Select the Start with a copy of an exiting report radio button, then from the Report Name field, select the report you want to copy.

    • Select the Start a new report radio button, then from the Report Type list, select the type of report you want to create.Next step.
Create New Detail Report
  1. Select the sections you'd like to use to add details to your report: 

    • Type a name for the report, then from the Default Filter list, select a filter.

    • In the Columns section, select the fields you want included in your report by using the > button to move a field from the exclude list to the include list. To delete a field, use the < button to move a field from the include list to the exclude list.

    •  From the Sort 1 field, select the field to sort the data from, then click down arrow/AZ icon to sort from a to z or the down arrow/ZA icon to sort from z to a. If you want to narrow your data, use Sort 2 Sort 4 lists.

    • In the Additional Options section, from the Include up records list, select the number of rows you want included in the report. The fewer records you select, the quicker the report will be displayed. 

    • If you want to share the report with your colleagues, select the Share this report checkbox.
  1. Click Save.