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Profit Report Query Form

This section allows generating the profit report. It analyses profitability data and defines profits between Reseller parties (companies and managers) and Clients belonging to the respective Reseller/Manager.

For example, when Manager_1 executes profitability report, it allows to see his origination customers sending traffic to Manager_2, who owns actual terminator vendors. In this case, Reseller permissions apply to every query, it guarantees that Manager_1 will not be able to see any actual name of a client belonging to another manager, or another party, that restricts such access.
 

Screenshot: Profit Report query form

Creating Profit Report

For generating a profit report you need to go to the Statistics and open the Profit Report section. Then, form the report by specifying required values. To get information sorted, use the "Group by" option and choose respective values from the drop-down list. 

Fill out the search form with next parameters: 

SectionField Description
Filters

On the Filters menu, select convenient parameters for the report. To cancel any filter, click the delete sign  next to the filter.
You can start a quick search by typing filters' names in the bar at the top of drop-down menu with filters.

There are following accessible filters:

  • By clients: Income Client/ Income Account/ Income Code/ Income Code Name/ Income Serial/ Income Reseller/ Outcome Client/ Outcome Account/ Outcome Code/ Outcome Code Name.
  • Extras: Package
Please use the Scroll Bart to see all settings in the pull-down list.
Period 1

Specify an interval for the report.

Period 2

Accessible when you enable the "Compare Period" option by clicking the plus sign  next to the "Period". Specify the second interval for the report.

When you select one of Time parameters for Group By, the end date of thePeriod 2 will be set automatically to make equal intervals of Period 1 and Period 2.

ResellerSpecify the name of respective Reseller.
Mode

Choose the mode of the report:

  • All visible - all represented visually.
  • Hide External Originators - prevent from being seen all external originators.
  • Hide External Clients - prevent from being discovered all external clients.
Group By

Select a grouping option, here you can choose and swap columns, change its order. There are following accessible options to group the data in reports:

  • Time: Year, Month, Date, Time;
  • Clients: Income Client/ Inc Account/ Inc Code/ Inc Code Name/ Income Rate/ Inc Reseller/ Outcome Client/ Out Account/ Out Code/ Out Code Name/ Expense Rate / Package Name
  • Extras: Income Series

Please note, the "Group By" field is mandatory, it couldn't be empty in order to generate the report.

Output



This form contains settings of the output data of the report.

Click plus sign  near the "Columnsto select respective columns to output report data. Also, you can delete any chosen value by clicking delete sign.

Following columns to add to the report

Columns for main period:

Total time, min; Income Rate, Outcome Rate, Income Cost, Income Avg Rate, Income Billed Time, Outcome Cost, Outcome Avg Rate, Outcome Billed Time, Profit, Profit (%).

Columns for comparative period:

Total time, min; Income Rate, Outcome Rate, Income Cost, Income Avg Rate, Income Billed Time, Outcome Cost, Outcome Avg Rate, Outcome Billed Time, Profit.
And it's possible to choose each parameter expressed as percentage.

Total Time

Total time of the calls in minutes

Rate

The call rate

  • Income Rate - a call rate that is used for origination
  • Income Avg Rate - an average call rate that is used for origination
  • Outcome Rate - a call rate that is used for termination
  • Outcome Avg Rate - an average call rate that is used for termination
Profit

The revenue

  • Profit - a revenue in a respective currency (in fact, any system currency can be specified here)
  • Profit (%) - a revenue in percent value
Time

The billed time 

  • Income Billed Time  - the whole billed time for origination
  • Outcome Billed Time - the whole billed time for termination
Cost

The call cost

  • Income Cost - a call cost that is used for origination
  • Income Avg Cost - an average call cost that is used for origination
  • Outcome Cost - a call cost that is used for termination
  • Outcome Avg Cost - an average call cost that is used for termination

Other output settings

Order By

Select parameters to sort already grouped data in columns. There are following accessible options to order the data: by Time, Clients, Extras.

Here you can sort data from highest to lowest values (or vice versa) and select different values.

Type

Choose a format of the report from a drop-down list: Web/CSV/Excel XLS/Excel XLSx.

Also select next to the "Type" field a table view:

  • Plain - a simple table view
  • Grouped - a table view with grouped data and possibility to collapse it
Please note, that Grouped type of table view is available only for Excel XLSx and Web formats, it doesn't work with CSV.
LimitDetermine the number of rows that will be visible in the report. It is useful for displaying some top positions by chosen parameter. It is available only for plain type of the report. 
Send to

You can send generated reports via e-mail.

For example, it is useful when it takes a lot of time to run the report. Also, it is possible to specify several e-mails.

This feature is available only for CSV/Excel XLS/Excel XLSx formats of the report, it doesn't work with Web.

Currency

Specify a currency for the report.

And all values will be automatically converted in the report to the specified currency.

Code Deck

Using a drop-down list select a respective code deck. All codes names will be rewritten and presented according to the specified code deck.

If there is no value specified, code deck assigned to the Client or Rate Table will be in usage.

After selecting all needed parameters, click “Query” button and the system will generate a report:

Screenshot: Profit report section



If the data is grouped in the report, it will be shown initially collapsed. To expand or collapse data in your report, click the  plus or  minus signs.

Please note, the system shows rounded values in the reports. But while calculating the system takes an exact value. Hence, the procedure of the rounding is following:

  • system rounds currency values according to the settings of a respective currency;
  • other parameters are rounded to the nearest ten thousandth. For example: 3.879256 to 3.8793.

To create query template

Also, you can create a template for profit reports and save specified parameters by clicking "Save Query" button.  A pop-up window with settings will appear and you need to fill out the following form:


Screenshot: New Template form


SectionDescription
Profit reportHere you can specify parameters for the template that will be used while running reports
TitleSpecify a name of the template
ResellerIndicate a Reseller of the report template
Visibility

It allows controlling visibility of respective reports templates. Whether you want to keep templates private or leave them visible for users under specified Reseller. 

To enable this option, select one parameter from the drop-down list:

  • Public - available for users according to the settings of the "Reseller" field; 
  • Private - accessible strictly for creator.
Watch

This tool allows to automatically generate reports at the appropriate time and send the results to the list of e-mails

Please note, that this tool is not available for Web output type, only for CSV/Excel XLS/Excel XLSx.

RecipientsSpecify recipients, you can indicate your own e-mail or other users of the system, or even 3rd parties
Run TimeMention an appropriate time to automatically generate a report, it could be several times, for example: "10:00, 12:00, 18:00"
Days of WeekMention days of the week to automatically generate a report. For example, you can run a report only on Monday or each day of week
Report Query

Here you need to specify filters that will be used for generating a correct report and choose the output type to view the report.


To load already existed templates while generating statistic reports, click the "Load Query" button in the Profit Report section

Export generated report

You can export data to XLSx file which contains only currently presented data, no automatic request to update data while exporting. 

To download a .xlsx fileclick the "Export to XLSx" button on the toolbar. 

Please note, that you can check an actual date interval of the report by clicking the icon and it could be different from the Interval specified above if there is no date for the period.

Side-by-side report

This tool allows building a report with side-by-side sub-reports. Use it to run a comparative analysis on the same page. It's helpful for reviewing multiple parameters, totals and compare results at different time intervals. The "Compare Period" option is designed to create a report that shows two sub-reports side-by-side.

To enable this option, click the plus sign  next to the "Period" and specify both intervals (Period 1/Period 2) for the report.
 

Screenshot: Profit Report query form



After, choose columns for main and comparative period in the report output form. When all required parameters are specified, click the 
"Query" button. 

To remove this filter, please click the delete icon 

You can modify a comparative mode by changing periods and columns. For example, to compare how different the profit of the two periods is in percentage terms, choose the "Profit (%)" value from the Columns. Therefore, the final report splits the Profit (%)  into separate columns (see screenshot below). 


Screenshot: Profit Report query form

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