ACCESSMART. 1. It is an enhanced Revenue Assurance and analytical database system consisting of elements derived from the

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1 WHAT IS ACCESSMART? ACCESSMART 1. It is an enhanced Revenue Assurance and analytical database system consisting of elements derived from the monthly CABS invoicing 2. Web based reporting tool that allows you to easily generate reports so that you can easily track CABS usage and revenue trends via an on line portal. CONNECT TO ACCESSMART 1. You can connect to AccessMart via MACC s Web 2. Using your browser, link to the MACC Web 3. Click on the AccessMart link under EMACC to open the AccessMart product screen 4. This product screen provides you information on a. Standard & template reports that will be available for you to generate (which we will cover in a few minutes) b. Login access c. Benefits of using AccessMart

2 LOGIN TO ACCESSMART 1. From the AccessMart product screen, click on Go to open the AccessMart Login screen 2. Login with the Username and password you set up with MACC. a. NOTE: If you do not have a username and password, follow the instructions below or contact MACCCabsaccessmart@maccnet.com or ***NOTE: if you have consultants or related companies, that also need to see your information, can provide them your username and password so they can access the information also.

3 How to request an AccessMart Username & Password Login to the client pages Click on the AccessMart Password Request link Complete the form and submit

4 WELCOME TO THE CABS ACCESSMART REPORTING SYSTEM 1. When you login you will be taken to the Welcome screen which shows you the series of reports that are available. 2. Click on Generate Report at the bottom of the screen to open the Report Settings screen

5 CHOOSE YOUR REPORT CRITERIA AND FORMATS 1. The report settings screen provides you the ability to choose the a. Report format you want to view b. Report criteria or parameters that you can use to filter your Access Data to customize your report. Note: These are customized. Only those parameters applicable to your company s billing (e.g. npanxx, carriers) will appear in the drop down.

6 a. Report The Report criteria will allow you to choose one of the five report categories we mentioned earlier and a related format. For each series of reports the following formats/levels are available: o Total Company o Carrier o Exchange o Jurisdiction* *Note: the MOU report already includes a jurisdiction grouping on the total, carrier, and exchange reports so a separate jurisdiction report is not offered. b. Date Range The Date Range criteria allows you to choose what Access bill dates (not message or usage date) you want included 1. From date= Choose the billing month and year you want the report to begin with 2. To date= Choose the billing month and year you want the report to end with 25 months of billing are available

7 c. NPA NXX The NPA NXX criteria allows you to choose what exchanges you want included d. Feature Group The Feature Group criteria allows you to choose what Feature group(s) you want included e. Carrier The Carrier criteria allows you to choose what Carrier(s) you want included f. Category The Category criteria allows you to choose what Categories or traffic types you want included You can choose Total Terminating for example, so that you can look for unusual trends in your terminating traffic that might indicate phantom traffic.

8 g. Revenue Category The Revenue Category criteria allows you to choose what Revenue element(s) you want included These are the revenue elements shown on your invoice. They are presented in the pull down in alphabetical order, but on the report, they will be presented in the order they are displayed on the invoice. These elements primarily be displayed in the Invoice recap reports h. Jurisdiction The Jurisdiction criteria allows you to choose what Jurisdiction(s) you want included Allows you to report on 1. the 4 standard jurisdictions 2. InterLATA/IntraLATA which ties to the invoice 3. Interstate/Intrastate which more relates to your tariffs. This is significant as this reporting is not available on the standard reports you will receive on your monthly CABS CD.

9 GENERATE THE REPORT 1. Click Generate to create the report 2. The report will be generated to the right of the criteria. This provides you a quick view of the report. 3. If you click on the Printer friendly version link on the report,

10 You will be provided a full screen view version of the report with a heading showing the report name and the criteria you choose. 4. To close out of the print view screen, use the back arrow of your browser

11 Printing & Viewing options 1. If you find that your report does not fit all on one page when you print, you can use your internet browser s page set up options to change your Page size, margins, and orientation 2. Another option is to use the Export to Excel link on the report, to export the report to excel. 3. You will be allowed to save the report as an MS Excel spreadsheet or open it to a spreadsheet in MS Excel. 4. This will allow you the ability to sort or manipulate the data further using the utilities MS Excel functions such as Graphs and charges. Note: No heading information is exported.

12 HOW TO CREATE A REPORT TEMPLATE If you want to use this same format and criteria on a regular basis, you can save the report to a template 1. Choose your report format and criteria as usual and click Generate to create the report 2. The report will be generated to the right of the criteria. 3. To save it as a report template a. Type in a name for the template into the Template Name field. b. Click Save to save the template. 4. Once it has been saved, you can execute it at any time for any date range.

13 To execute the template 5. Choose the template from the Templates pull down list. 6. You will automatically be taken to the date range criteria 7. Enter the date range you want the report to represent 8. Click Generate to create the report

14 9. The report will be generated to the right of the criteria. 10. If you click on the Printer friendly version link on the report, 11. You will be provided a full screen view version of the report with a heading showing the report name and the criteria you choose. 12. Note that the heading of the report now has the template name and the template criteria in the heading.

15 To delete the template 13. To delete a template, choose the template from the Templates pull down list and click Delete. When asked Are you sure you want to delete this template? click OK.

16 SETTINGS 1. You can change your password and print font size by clicking on Settings at the top of the screen. LOGOUT 1. Once you are done generating your reports, for security purposes, it is recommended that you logout. There is a timeout function that will automatically log you out, also, but the logout provides more security.

17 Tips & Tricks To select nonadjacent items from the report criteria pull downs, hold down your Ctrl key and click each additional item. To select adjacent files from the report criteria pull downs, hold down your Shift key and click on the last item. When choosing your report criteria, make sure the screen has refreshed after choosing the report before choosing other criteria. To change your print settings (e.g portrait, landscape, paper size etc), use your browser print and page setup settings.