Profit Report

Section overview

This section allows generating the profit report, which analyzes 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 a profitability report, it allows seeing their origination customers sending traffic to Manager_2, who owns the actual terminator vendors. In this case, Reseller's permissions apply to every query, which 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 a Profit Report

To generate a profit report, you need to fill in the required parameters in the form and click the Query button. To get information sorted, use the Group by option and choose respective values from the drop-down list. 

The list of query fields is as follows: 

Information block	Field Description
Filters	On the Filters menu, select the required parameters for the report. To cancel any filter, click the delete  icon next to the filter. You can start a quick search by typing filters' names in the field at the top of the drop-down menu with filters.
	Period (1)	Specify the time interval for the report and a timezone. Please note that the Period field is mandatory.
	Period 2	Accessible when you enable the Compare Period option by clicking on the plus  icon next to the Period. Specify the second interval for the report. Tip When you select one of the Time parameters for Group by, the end date of the Period 2 will be set automatically to make equal intervals of Period 1 and Period 2.
	Reseller	Specify the name of a target Reseller.
	Mode	Choose the mode of the report: All visible - all represented visually. Hide External Originators - all external originators of the selected manager will not be displayed. Hide External Clients - only events made solely between clients of the chosen manager will be shown. By default, the field value is set to All visible
	Group by	Select a grouping option. Here you can choose and swap columns, as well as change their order. There are the following accessible options to group data in reports: Time: Year, Month, Day, Hour. Clients: Income Client, Income Account, Income Code, Income Code Name, Orig Rate, Outcome Client, Outcome Account, Outcome Code, Outcome Code Name. Extras: Service Name, Income Series.    Attention Please note, the Group by field is mandatory, it couldn't be left empty to generate the report.
	Additional Filters
	There are the following accessible filters: Clients: Income Client, Income Client's Tag, Income Account, Income Account's Tag, Income Code, Income Code Name, Income Serial, Income Reseller, Outcome Client, Outcome Client's Tag, Outcome Account, Outcome Account's Tag, Outcome Code, Outcome Code Name. Extras: Package
	Income Client	Specify an origination client(s) for the report
	Income Client's Tag	Specify a tag(s) assigned to origination clients
	Income Account	Determine an origination client's account(s)
	Income Account's Tag	Indicate origination account's tags
	Income Code	Define an incoming code
	Income Code Name	Specify an incoming code name
	Income Serial	Indicate a serial number of the originator's calling card
	Income Reseller	Specify a target reseller(s) for the report
	Outcome Client	Define a termination client(s)
	Outcome Client's Tag	Define a termination client's tag(s)
	Outcome Account	Indicate an account(s) of the termination client(s) for the report
	Outcome Account's Tag	Specify termination account's tags if any
	Outcome Code	Specify a termination code of the client
	Outcome Code Name	Indicate a termination code name
	Package	Determine the name of the used package
Output	This form contains settings of the report output data. Click a plus  sign next to Columns and select required columns to add them to the Output information block. Also, you can cancel any chosen item.
	Accessible columns in the report
	Additional columns of the report are: Columns for the main period: Volume Total, Income Cost, Income Avg Rate, Income Billed Time, Outcome Cost, Outcome Avg Rate, Outcome Billed Time, Profit, Profit (%). Columns for the 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, Profit (%), Profit Difference. And it's possible to choose each parameter expressed in percentage.
	Volume Total	Total time of calls in minutes
	Rate	The call rate Income Avg Rate - an average call rate that is used for origination 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 Volume - the whole billed time for origination Outcome Billed Volume - the whole billed time for termination
	Cost	The call cost Income Cost - a call cost that is used for origination Outcome Cost - a call cost that is used for termination
	Other output settings
	Order by	Select parameters to sort already grouped data in columns. There are the 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 report format from a drop-down list: Web/CSV/Excel XLS/Excel XLSx Also, select a table view next to the Type field: Plain - a simple table view Grouped - a table view with grouped data and possibility to collapse/expand it    Attention Please note that the Grouped type of a table view is available only for Excel XLSx and Web formats, it doesn't work with CSV.
	Limit	Determine the number of rows that will be visible in the report. It is useful for displaying some top positions by a chosen parameter. It is available only for the plain type of report.
	Send to	You can send generated reports via email. Also, it is possible to specify several emails.    Attention 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. All values will be automatically converted to the specified currency in the report.
	Code Deck	Using a drop-down list, select a respective code deck. All code names will be rewritten and presented according to the specified code deck. If there is no value specified, the code deck assigned to the Client or Rate Table will be in usage.

A generated profit report is demonstrated on a screenshot below:

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 icons.

Creating a Query Template

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

Screenshot: New Template form

To preview or load already existing templates while generating statistic reports, click the Load Query button and click on a template name or a  icon, respectively.

Export a Generated Report

You can export data to XLSx or CSV file, which contains currently presented data by clicking the Export to XLSx  or Export to CSV button respectively. Please note that Export to CSVis available only when the Type of the output is Plain.

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 on the plus  icon next to the Period field and specify both intervals (Period 1/Period 2) for the report.

Screenshot: Profit Report query form

Then, choose columns for the 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, choose the Profit value from the Columns. Therefore, the final report splits Profit into separate columns (see screenshot below). 

Screenshot: Profit Report query form