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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.

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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, Term Rate, Package name.
Extras: Service Name, Income Series.

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Attention

Please note , that 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, Service

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

Service

Specify the service

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 TimeVolume, Outcome Cost, Outcome Avg Rate, Outcome Billed TimeVolume, Profit, Profit (%)rel.

Columns for the comparative period:

Volume Total time, min; Income Rate, Outcome Rate, Income Cost, Income Avg Rate, Income Billed TimeVolume, Outcome Cost, Outcome Avg Rate, Outcome Billed TimeVolume, Profit, Profit rel, Profit (%), Profit Differencerel (%), Income Cost (%), Outcome Cost (%), Income Avg Rate (%), Outcome Avg Rate (%), Income Billed Volume (%), Outcome Billed Volume (%), Volume Total (%).

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 (%)rel - 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

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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.

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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.

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Screenshot: Profit report section

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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.

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Warning

Please note , that the system shows rounded values in the reports. However, while calculating the system takes an exact value. Hence, the procedure of the rounding is as follows:

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

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Section

Description

Profit Report

Here you can specify parameters for the template that will be used while running reports

Title

Specify a name of the template

Reseller

Indicate a Reseller of the report template

Visibility

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

Watch

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

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Attention

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

Recipients

Specify recipients: it can be your own email, other users of the system or even 3rd parties

Run Time

Define an appropriate time to generate a report automatically. It could be several times, for example, 10:00, 12:00, 18:00

Days of Week

Indicate days of the week to generate a report automatically. 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.

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Attention

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

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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.

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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 Addedicon, which is located under the Output section:

Title	Description
Data Period	States the period set for a report
Generated by	Indicates the Role of the user who generated a report and specifies a generation time
Duration	Time spent to generate a report

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Key

Sharing a Report