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A new window will open, allowing you to configure the parameters of your report:
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Select a report period
For each report, you must specify a time span that covers the calls you want the report to include.
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There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:
| Period | Description |
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| Today | The start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59. |
| Yesterday | The start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This week | The start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last week | The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This month | The start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last month | The start date for this period is set in three stages: The day is set to the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| This year | The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| All calls | The start and end dates and times are set to the dates and times of the first and last call in the entire call database, respectively. |
In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the Period drop-down list and specifying your own Start date, Start time, End date and End time of the period you want to report on.
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Select a site
If your system is set-up for multiple sites, you can select a particular site from the drop-down list. To report on all sites, select the blank line.
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<h2>Introduction</h2> <p>Primarily for use in situations where you need to produce a telephone bill for a client or group of clients, for example in a business centre, a hospital, or other organisation with a front-of-house function. The result is a fully-fledged telephone bill - in the same style as one you'd expect to receive from a telephone company. See the section on customising reports for information about how change the complete look and feel of the bills you produce.</p> <h2>Running the report</h2> <p>Click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/reports_button.png" /> function button, on the top right-hand side of the main application window to access the <span class="reference">Reports</span> screen.</p> <p>From this screen, either double-click on the <span class="reference">Billing Report</span> in the reports list or select the <span class="reference">Billing Report</span> and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/run_now_button.png" /> button, as shown below:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_report_1.png" alt="Billing Report" /> <p>The following <span class="reference">Report Selection Criteria</span> window will be displayed:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_report_2.png" alt="Billing Report" /> <p>In order to run a report you need to tell TIM what you want to report on, and over what period, by selecting the criteria in the box as shown above. Sections with red headings are mandatory, blue headed sections are optional.</p> <h4>Enter the billing period</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_period.png" alt="Billing Report" /> <p>Select a time period over which calls made will be included in the bill, from the drop-down list, as shown above.</p> <p>The default period is <span class="keyword">Last Month</span>. This means the last calendar month - NOT the last 30 or 31 days.</p> <h4>Or enter your own Custom Period</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/custom_billing_period.png" alt="Billing Report" /> <p>If you want to specify a period not shown in the list, go back to the <span class="reference">Enter the billing period</span> field and select <span class="keyword">Custom Period</span> from the drop-down list and then enter your <span class="reference">Start</span> and <span class="reference">End</span> dates and times manually into the boxes provided, as shown above.</p> <h4>Choose a site to report on (optional)</h4> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/choose_site_to_report_optional.png" alt="Billing Report" /> <p>If your system is set-up to administer multiple sites, you have the option of selecting a particular site here. Select the blank line (or leave the box empty) to report on all of your sites.</p> |
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