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This section allows generating the profit report, which analyses profitability 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 profitability executes a profitability report, it allows to see his 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 press click the Query button. To get information sorted, use the Group by option and choose respective values from the drop-down list.
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Information block | Field Description | |||||||||||
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Filters | On the Filters menu, select required parameters for the report. To cancel any filter, click the delete sign next icon next to the filter. | |||||||||||
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 sign next icon next to the Period. Specify the second interval for the report.
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Reseller | Specify the name of a target Reseller. | |||||||||||
Mode | Choose the mode of the report:
By default, the field value is set to All visible | |||||||||||
Group Byby | Select a grouping option, here . Here you can choose and swap columns, as well as change its their order. There are the following accessible options to group data in reports:
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Additional Filters | ||||||||||||
There are the following accessible filters:
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Income Client | Specify an origination client(s) for the report | |||||||||||
Income Client's Tag | Specify a tag(s) assigned to orignation 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 call 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 | Indcate 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 a name of the used package | |||||||||||
Output | This form contains settings of the report output data of the report. Click a plus sign next to Columns and select required columns in order 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 as in percentage. | ||||||||||||
Volume Total | Total time of calls in minutes | |||||||||||
Rate | The call rate
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Profit | The revenue
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Time | The billed time
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Cost | The call cost
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Other output settings | ||||||||||||
Order Byby | 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 of the report from a drop-down list:Web/CSV/Excel XLS/Excel XLSx Also select next select a table view next to the Type field a table view:
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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 the report. | |||||||||||
Send to | You can send generated reports via email. Also, it is possible to specify several emails.
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Currency | Specify a currency for the report. And all All values will be automatically converted in the report to the specified currencyin the report. | |||||||||||
Code Deck | Using a drop-down list, select a respective code deck. All codes 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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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 signsicons.
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Warning Please note, the system shows rounded values in the reports. But However, while calculating the system takes an exact value. Hence, the procedure of the rounding is followingas follows:
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Creating a Query Template
User A user can create a template for profit reports and save specified parameters by clicking 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
Section | Description | ||||||||||
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Profit reportReport | 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 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:
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Watch | This tool allows to automatically generate reports automatically at the appropriate time and send the results to the list of e-mails
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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 automatically 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 automatically 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. |
To preview or load already existing templates while generating statistic reports, click the Load Query button and click on a template name or or a icon, respectively.
Export a Generated Report
You can export data to XLSx or CSV file, which contains currently presented data by pressing clicking the Export to XLSx or Export to CSV button respectively. Please note that Export to CSV is available only when the Type of the output is Plain.
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Attention You can check an actual date interval of the report by clicking on the Info icon, and it could be different from the Interval specified above if there is no date data for the period. |
Side-by-side report
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To enable this option, click on the plus sign icon next to the Period field and specify both intervals (Period 1/Period 2) for the report.
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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 the splits Profit into separate columns (see screenshot below).
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