Reports & Analytics
Reports give you a clear picture of what’s happening across your billing operation. From invoice summaries to call cost breakdowns, you can pull the data you need on demand or export it for further analysis.
Who Can Run a Report
Section titled “Who Can Run a Report”Every report needs the Access permission for Reports, plus the permission covering the area it belongs to:
| Permission | Report sections |
|---|---|
| Invoices/Payments | Invoices, Wholesale Costs |
| Calls | Calls |
| Service Charges | Service Charges |
| Credit Checks | Spending Checks, Discount Plans |
| Sales | Sales, Lists, Commission |
Opening a report by its own address applies the same check as the Reports menu, so a user without the permission for that report is refused on the report page, its results grid and its CSV and Print output rather than being shown the figures.
The Prepaid Balance, Discount Plan Usage, Customer Credit Limits and Number Credit Limits reports answer to Credit Checks, matching the menu sections they sit in. They previously answered to the Invoices permission, so a user holding Invoices but not Credit Checks no longer reaches them. Anyone holding every Reports permission sees no change.
In This Section
Section titled “In This Section”Getting Started
Section titled “Getting Started”- Using Reports: How to run, filter, and export reports
Invoices
Section titled “Invoices”- Invoices Report: Invoice listings, summaries, and breakdowns
- Outstanding Report: Unpaid invoice balances by customer
- Payments Report: Payment reconciliation and tracking
- Transactions Report: Line-item billing detail
- Call Costs Report: Call cost analysis and margin tracking
- Missed Calls Report: Missed call patterns and service quality
- No Call Since Report: Inactive number detection
Service Charges
Section titled “Service Charges”- Service Charges Report: Recurring and one-off feature charges
Spending Checks
Section titled “Spending Checks”- Prepaid Balance Report: Prepaid account balances
- Customer Credit Limits: Customer spending vs credit limits
- Number Credit Limits: Per-number spending vs credit limits
Discount Plans
Section titled “Discount Plans”- Discount Plan Usage: Allowance consumption tracking
- Number Sales Report: Number sales activity
- Service Sales Report: Service sales activity
- Customers Report: Customer base analysis
- Customer Contacts Report: Contact information export
- Margin Watch: Live records billing below their carrier cost
- Customer List Report: Flexible customer lookup with fuzzy matching
- Number List Report: Number lookup with prefix matching
Commission
Section titled “Commission”- Commission Report: Dealer commission tracking
- Commission Targets Report: Commission target achievement
Wholesale Costs
Section titled “Wholesale Costs”- Carrier Transaction Allocations: Wholesale cost allocation checking
- Carrier Transactions Report: Wholesale carrier transaction detail
KPIs & Metrics
Section titled “KPIs & Metrics”- KPIs & Metrics: Business performance indicators and trends
Where to Start
Section titled “Where to Start”New to reports? Start with Using Reports for a guide to running and filtering reports. For a quick overview of your billing output, see the Invoices Report. To track business performance over time, see KPIs & Metrics.
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