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Viewing a standard detail billing report

If you want to understand patterns you're seeing in your data, run a detail report. With it, you can get more details about your telecom use and costs. (If you want to see high-level trends, view a view a standard summary billing report or create a custom summary billing report.)

 

You can edit any of the reports or create a custom detail billing report to better suit your needs. By default, when you run a summary or detail report, Bill Analyst tries to extract data from every account you have permission to, which increases processing time and creates bigger reports. If you want to see a report immediately (and not wait for an order to be processed), you can reduce the number of records it contains by using the hierarchy/level feature or creating a filter to search for specific service IDs and account numbers. You can also add a description to a service to add more meaning to your reports.

To view a standard detail billing 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
  1. Click the Reports tab, then click Detail Reports.
Detail Reports
  1. Click the row for the report you want to view.

    Bill Analyst shows the report you selected.
  1. To refine your search results and reduce the size of your report do one or more of the following:

    • From the Data list, select the date for the data you want to see. 

    • From the Level list, select the level within the organization you want.

    • From the Filter list, select the filter you would like to apply.