Conferencing Reporting Systems (CRS) Premium Reports User Guide

Transcription

1 Conferencing Reporting Systems (CRS) Premium Reports User Guide InterCall s Conference Reporting System (CRS) Premium Reports will give you an overall view of your audio and web conferencing usage and trends. It allows you to observe your conferencing accounts from all regions of the world. CRS provides monthly, quarterly and year over year trending data and graphs providing you the opportunity to better manage your conferencing service and forecast future conferencing service needs. For more information: United States: info@intercall.com Canada: Requesting Access to CRS All requests for access to CRS should be submitted by your sales representative. If you are not currently working with a sales representative or require the contact details for your existing sales representative, click the appropriate link in the Sign Up section at the bottom of the Login page of This link will take you to the Contact Us page of the InterCall corporate web site. Getting Started CRS can be accessed directly from Also, for your convenience, you can access CRS via the Reports section within InterCall Online. Your secure user name and password are provided by the application administrator at the time of subscription. Access to conferencing activity is based upon the companies and accounts you have been granted permission to view. Customer service for existing CRS users is available through the Useful Phone Numbers listing on the Login page. Last modified on: 7/20/2010

2 Once logged in, you will be able to access the report categories detailed below. You will also have access to a Help menu at the top, left of the page and the ability to log out at the top, right of the page. Inbox The Inbox gives you easy online access to scheduled reports. You will be presented with a list of the report titles available to you, as well as the date each report was run. You may open or close the list by clicking on the red arrow in the upper, right side of the Inbox section. 1 To open a report, click the report name you wish to view. 2 To save the report, click Document. The Save to my computer as option will provide a list of file types available for download. To manage the size of your Inbox, reports will be automatically purged based upon the following schedule: Daily after 14 days Weekly after 30 days Monthly after 60 days Quarterly after 60 days Dashboard With the click of a button, you can access global summaries in a variety of categories. Choose a Dashboard title to view the corresponding graph.

3 CONFERENCE SUMMARY The Conference Summary dashboard shows customer activity, usage, charges and statistics. A refresh date is provided in the top, right corner to let you know when the last monthly refresh occurred. Business Unit The default selection of the Conference Summary page will include all business units, impacting the data populated in all four Conference Summary charts. However, you can filter the display to a single business unit by selecting from the drop-down box. Valid business units include: - APAC (Asia Pacific) - EMEA (Europe, Middle East, Africa) - NA (North America, including Canada, U.S. and Latin America) Customer Activity You can decide what denotes an active company, account and owner by selecting the number of months when usage was generated. If you

4 change your selection by clicking one of the radio buttons, your chart will automatically refresh with updated totals. A flat file for active, inactive and totals can be opened by clicking the links for those row headings. You can then download the flat file by selecting Document in the upper, left corner. The Save to my computer as option will provide a list of file types available for download. Customer Statistics View the amount of new, disabled or terminated companies, accounts and owners for the time period of your choice. Select from YTD, Last Month, Last 3 Months or Last 13 Months. Each selection will provide both the time period and previous time period of the same length. A flat file for filtered chart results can be opened by clicking Chart Details. You can then download the flat file by selecting Document in the upper, left corner. The Save to my computer as option will provide a list of file types available for download. Minutes Usage View the total combined audio and web minute usage for the time period of your choice. To change the time period, choose one of the following: - Last 3 Months - Quarter over Quarter (current and previous year) - Year over Year (by month, current and previous year Product Charge See the charges for audio, audio features, web and other for the time period of your choice. o Last 3 Months o Last 4 Quarters o Last 13 Months The currency can be changed by selecting one of the following: - USD (U.S. Dollar) - Euro - GBP (Pound Sterling) USAGE ANALYSIS The Usage Analysis dashboard provides trending of usage for audio and web conferences, minutes, participants and charges. For each metric viewed, you are provided with a 13 month rolling view. A refresh date is provided in the top, right corner letting you know when the last monthly refresh occurred. A flat file for filtered chart results can be opened by clicking Chart Details. You can then download the flat file by selecting Document in the upper, left corner. The Save to my computer as option will provide a list of file types available for download.

5 Conferences When Conferences is selected, you will be supplied with an additional drop-down with the following available options: - Less than or equal to 3, 5, 10, 25 or 50 participants - More than or equal to 100, 150, 250, 500 or 1,000 participants - Less than or equal to 10, 15, 20, 30 or 60 minutes - More than or equal to 3, 5, 10, 12 or 24 hours You can also filter the conferences by business unit of APAC, EMEA or NA. Participants When Participants is selected, you will be supplied with an additional drop-down with the following product options: - Audio - Audio Features - Misc - Web You can also filter the conferences by business unit of APAC, EMEA or NA. Minutes When Minutes is selected, you will be supplied with an additional dropdown with the following product options: - Audio - Audio Features - Misc - Web You can also filter the conferences by business unit of APAC, EMEA or NA. Charges When Charges is selected, you will be supplied with an additional dropdown with the following product options: - Audio - Audio Features - Misc - Web

6 In addition, you can also change the currency by selecting one of the following: - USD (U.S. Dollar) - Euro - GBP (Pound Sterling). You can also filter the conferences by business unit of APAC, EMEA or NA. INTERNATIONAL USAGE The International Usage dashboard provides a bar graph of all audio usage with the ability to view specific country usage, international type and charges in multiple currencies. You are provided with a 13 month rolling view. A refresh date is provided in the top, right corner letting you know when the last monthly refresh occurred. A flat file for filtered chart results can be opened by clicking Chart Details. You can then download the flat file by selecting Document in the upper, left corner. The Save to my computer as option will provide a list of file types available for download. The following filter options are available for each of the six International Usage category icons: Business Unit Choose All, APAC, EMEA or NA. Country Select all countries or individual countries within a selected business unit.

7 GNA/Non-GNA Choose GNA (Global Network Access), Non-GNA or both types of usage. Access Type Select All, International Dial-Out, International Local, International Misc., International Toll or International Toll-Free. You may also choose the category of Conferences, Participants, Minutes or Charges (USD, Euro, or GBP) by clicking the corresponding icon. INVOICE TREND The Invoice Trend dashboard provides a line graph of invoice trends over a one year period. A year over year bar graph is also available. You are provided with a 13 month rolling view. A refresh date is provided in the top, right corner letting you know when the last monthly refresh occurred. A flat file for filtered chart results can be opened by clicking Chart Details. You can then download the flat file by selecting Document in the upper, left corner. The Save to my computer as option will provide a list of file types available for download. The following filter options are available for the Invoice Trend dashboard: Business Unit Choose All, APAC, EMEA or NA. Period Select Last 13 Months or Year over Year Comparison. When Year over Year Comparison is selected, each year s bar in the graph is displayed in a different color. In addition, a sliding bar at the bottom of the graph allows you to narrow the view to only display months of your choice. You can adjust the display by clicking and dragging the square at either end of the sliding bar. Remove the bar for a specific year by deselecting the checkbox in front of the corresponding year on the graph.

8 Currency Choose USD (U.S. Dollar), Euro or GBP (Pound Sterling).