Transactions Report

The Transactions Report shows individual billing transactions, the line items that make up invoices. Use it to review charges in detail, check transaction sources, or find unbilled items.

When to Use This Report

• Review the individual charges that make up invoices
• Find transactions by type, source, or covering period
• Check for unbilled transactions that have not yet appeared on an invoice
• Analyse charges by customer product

Filters

For general guidance on running reports and using filters, see Using Reports.

Date Range

• On or After / Before — filter by transaction date
• Covering Period On or After / Before — filter by the period the charge covers, rather than when it was created

Transaction Details

• Transaction Code — search for a specific transaction code
• Transaction Type — filter by transaction type
• Transaction Source — filter by where the transaction came from (billing run, manual entry, carrier file, etc.)
• Customer Products — filter by customer product, with options for All of, Any of, or None of the selected products
• Carrier — filter by carrier

Invoice Details

• Invoice Date On or After / Before — filter by the date of the invoice the transaction appears on
• Billing Run — show transactions from a specific billing run
• Invoice Amount at Least — minimum invoice amount
• Billed — choose All, Billed, or Unbilled transactions

Customer, Number, Feature, and Service Details

Filter by customer, number, feature, and service properties. See Using Reports for details on common filters.

Output Types

• On Screen — standard tabular view showing one line per transaction
• CSV Output — full data export for spreadsheet analysis
• Detailed Breakdown — expanded view with extra detail per transaction
• Print — print-friendly layout

Tips

• Use the Covering Period filter to find charges for a specific billing period, regardless of when they were created.
• Filter by Unbilled to check what charges are waiting to appear on the next invoice.
• The Transaction Source filter helps you track where charges come from, whether generated by a billing run, entered manually, or imported from a carrier file.