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Rates Analysis Form

Rates Analysis is an advanced feature of the JeraSoft Billing Rates Management Module. It allows you to analyze and compare rates within the JeraSoft Billing web interface without the usage of any third-party software. 

Screenshot: Rates Analysis section

Creating a New Analysis Report 

To analyze and compare different rates, you need to fill in the form with the next parameters:

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By clicking the Info  icon above the report on the right, the user's name and time/date, when a report was generated, will be displayed in a pop-up window.

Screenshot: Info icon

Creating a New Template

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

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After a template has been created, a new Load Query button will be added to the section. By clicking it, you can select report settings to be filled in from a list of templates for rates analysis.

Export generated report

You can export report data either in .xls file or .csv that would contain currently presented data. Click the Export to XLSx or Export to CSV button to download a file of the respective format.

Sharing a Report

Each time you get a report output, the system generates a unique link in the format of "/view?id=<uniq-string>". It allows sharing data between the users, even if they belong to different resellers (the feature works similarly to Share by Link in Google Drive). 

The link refers to the report data valid for a specific moment.

Example: When you send a link to a report, you ensure the recipient would see the same data as you do. If you change data in the system (for example, perform rerating), the previously copied link to the report will display data valid for the moment of generation (even though the actual data is now different).

You can also view the additional information about the generated report by hovering over the Info Image Modifiedicon, which is located under the Output section:

Screenshot: Rates Analysis Info icon

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