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For example, when Manager_1 executes a profitability report, it allows to see 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.

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Information blockField Description
Filters

On the Filters menu, select required 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.


ResellerSpecify 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.
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(warning)   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 ClientSpecify an origination client(s) for the report
Income Client's TagSpecify a tag(s) assigned to origination clients
Income Account

Determine an origination client's account(s)

Income Account's TagIndicate origination account's tags
Income CodeDefine an incoming code
Income Code NameSpecify an incoming code name
Income SerialIndicate a serial number of the originator's calling card
Income ResellerSpecify a target reseller(s) for the report
Outcome ClientDefine a termination client(s)
Outcome Client's TagDefine a termination client's tag(s)
Outcome AccountIndicate an account(s) of the termination client(s) for the report
Outcome Account's TagSpecify termination account's tags if any
Outcome CodeSpecify a termination code of the client
Outcome Code NameIndicate a termination code name
PackageDetermine 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
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(warning)   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.


LimitDetermine 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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(warning)   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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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 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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(warning)   Attention

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


RecipientsSpecify recipients: it can be your own email, other users of the system or even 3rd parties
Run TimeDefine an appropriate time to generate a report automatically. It could be several times, for example example, 10:00, 12:00, 18:00
Days of WeekIndicate 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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