Bill Analyser User Guide

Transcription

1 Bill Analyser User Guide emobile.ie/business

2 Contents 1.0 Basic Concepts Users and Roles... 3 Standard Users... 3 Global Users... 3 eircom User Roles... 3 Available user roles Data Structure Access Points Logging In Screen Overview... 5 Application Toolbar... 6 Feature Tabs and Sub Tabs... 6 Search Panel Choosing an access point The Analysis Dashboard Selecting in Item from the Hierarchy Tree... 7 Viewing Large Hierarchy Trees Using the Search Panel... 8 Using the Large Hierarchy Tree search panel... 8 Using the standard search pane Choosing a date range Spend Graphs Viewing a Standard Report Delivery Options Invoice List Viewing an Invoice Viewing Itemised Usage Download Print Address Book Filters Analysing an Invoice Custom Hierarchies Creating a new Custom Hierarchies Viewing a Custom Hierarchy LAVASTORM ANALYTICS Page 1 Issue 1

3 3.3 Using a Custom Hierarchy on the Dashboard Watchpoints and Watchpoint Alerts Creating a Watchpoint Watchpoint Alerts Scheduled Reports Creating a scheduled Report Viewing and Editing a Scheduled Report Filter Sets Filter Sets Destinations List Working Hours Lists Administration User Administration Editing a user Creating a new user Access Administration Exclusion List and Exclusion Overrides Create an Exclusion Creating an Exclusion Override LAVASTORM ANALYTICS Page 2 Issue 1

4 1.0 Basic Concepts Bill Analyser enables you, the user, to view and analyse your billing data. 1.1 Users and Roles Bill Analyser has 2 different types of user role Standard and Global. Standard Users Standard users can only view data, such as accounts and subscriptions, which have been assigned to them. Most users will have a standard user role. Global Users Global users can search for and view any data held in Bill Analyser, they have access to the full data set. eircom User Roles eircom has a number of user roles available, some Standard, some Global. Each user role will grant the user a different feature set. You user role affects what you can do in Bill Analyser. Available user roles Standard Users o Standard User o Customer Administrator o Account Manager Global Users o eircom global administrator o eircom standard global administrator 1.2 Data Structure The billing data is arranged in a hierarchy tree consisting of up to 4 levels: Group Account Subscription Corporate Account Account At the lowest level are subscriptions, this is where the billing data for each individual would be found. LAVASTORM ANALYTICS Page 3 Issue 1

5 Subscriptions are then grouped together into accounts. Multiple accounts may be grouped together into corporate accounts. Finally corporate accounts can be grouped together into 1 group account. Each part of a hierarchy tree can be referred to as a node, or organization unit. 1.3 Access Points Each organizational unit can be used as an access point. An access point is the highest level in the hierarchy that you need to view. You will only be able to view data at or below this level in the hierarchy tree. If you are a global user, you can search for an access point, using the group code for a group account or a subscription or phone number to access a subscription. As a standard user, you will be able to view assigned access points, meaning you will only be able to view the data you need to work with. Your access point determines which data you can view, If you are responsible for managing more than 1 account, you may have more than 1 assigned access point. You would select which access point you wish to view after logging in. Your access point will appear as the top level of the hierarchy in Bill Analyser. 1.4 Logging In To log in to Bill Analyser, you will need a user name and password. Simply enter your details and click Log in. If you have forgotten your password, click the Forgotten your password link, and answer a security question. LAVASTORM ANALYTICS Page 4 Issue 1

6 1.5 Screen Overview Bill Analyser has several standard features available on all screens. Functional Tabs Search Panel Sub Tabs The Application Toolbar LAVASTORM ANALYTICS Page 5 Issue 1

7 Application Toolbar The application toolbar is in the top left, it allows you to view and change your user details, check the progress of report downloads and log out of the application. Feature Tabs and Sub Tabs The feature tabs and sub tabs allow you to select the features you wish to use. The number of Tabs and Sub Tabs may vary depending on your user role. Search Panel The search panel allows you to search for particular items in the hierarchy tree. 1.6 Choosing an access point If you are a global user, you will need to search for an access point before you can begin to use Bill Analyser. After logging in you will see the access point selection page. At the bottom of the page select Show search settings. Here you can choose which level of the hierarchy you are looking for, how you would like to search for it and enter the information you like to search for. In the above example, you would be searching for a group level account, using the group code. In the last box you would enter the group code. For a standard user, with multiple access points, a list of assigned access points will be displayed on the access point selection page and you simply select the one you need. For a standard user with one access point, the access point selection page is not displayed. LAVASTORM ANALYTICS Page 6 Issue 1

8 2.0 The Analysis Dashboard The first screen you will see in Bill Analyser is the Analysis Dashboard. This screen allows you to view spend graphs and standard reports for any item selected in the hierarchy tree. 2.1 Selecting in Item from the Hierarchy Tree You can expand the hierarchy tree by clicking on the + icons on the right of the tree. Once you can see the part of the hierarchy tree you would like to view, click on it. The relevant data will be displayed on the rest of the page. At the top of the Hierarchy Tree, a button displays the date range over which the data is being displayed. To change the date range, click on the button and choose the correct date range for your analysis. At the bottom of the Hierarchy tree panel there is a Show view options button which allows you change what is displayed in the hierarchy panel. Viewing Large Hierarchy Trees When there are too many items to display at once in a hierarchy tree you may see the option to display more items. LAVASTORM ANALYTICS Page 7 Issue 1

9 In this instance, click the blue plus icon to display the contents of the account. If a whole account cannot be displayed at once, you will be asked to search for the relevant items. Click on the magnifying glass icon to open the search panel. 2.2 Using the Search Panel Using the Large Hierarchy Tree search panel Once you have clicked on the blue magnifying glass icon in a large hierarchy a search pane will open. From the search for drop down list, choose how are searching for items, such as by name or Phone Number. Then type what you are searching for. You can use the % symbol as a wild card. When you have entered all the details click the go button to see the results. When you have finished using the search panel, click the back button, with a blue arrow icon, in the top left corner of the panel. Using the standard search pane To use the search panel to find a particular item in the hierarchy tree, simply begin to type the name or number you are looking for in the search box and all items matching the search will automatically appear below. You can search for names and numbers or spend amount. When searching for a spend amount you can choose whether the items listed should have spend greater or less than the amount you have specified. To close the search panel click the cross icon on the right hand side of the search box. LAVASTORM ANALYTICS Page 8 Issue 1

10 2.3 Choosing a date range At the top of the hierarchy tree, a date range is displayed, this date range is used in the spend graphs and standard reports. Click on the date range to choose a different set of dates. Once you have chosen the from and to dates, click submit. Once you have selected the account or subscription and chosen the correct date range, you can move on to viewing reports and analysis. 2.4 Spend Graphs Once you have selected the organisational unit from the hierarchy tree, you can view several different spend graphs; showing, monthly daily and hourly spend. A spend review graph shows a breakdown of spending. The spend summary gives some details of the account or subscription. Click on buttons in the bar near the top of the panel to display the relevant graph. LAVASTORM ANALYTICS Page 9 Issue 1

11 2.5 Viewing a Standard Report Beneath the spend graphs you have the option to view some reports and an invoice list. Several standard reports are available for you to view, or download. From the Delivery Option drop down list, choose immediate to view the report on screen, or , to send the report to one or more people or download to save it onto your computer. Next, choose the report you would like to view from the Report Name drop down list. Once the report has been selected, the Show and Measurement options will become available, if they are relevant for the report you have selected. For example, if you choose the Top usage by frequency report, you will be able to use the Show drop down list to choose if the report will display just data usage, text usage or voice usage. The default is to display all usage types. Delivery Options Immediate Delivery If you choose the immediate delivery option, once you click the Submit button, the report will be displayed on screen. In the top right corner you will see 3 buttons; the first 2 will allow you to view the report either in the data view or in the graph view. The 3 rd button will allow you to Download the report. When you click the download button, the export report pane will open in the bottom left corner of the screen. From the options dropdown list, you can choose to submit the report for download or the report. If you choose to down load the report, once you click proceed, a message is displayed, confirming that the report has been successfully queued in My Reports. LAVASTORM ANALYTICS Page 10 Issue 1

12 If you choose to the report, you will be asked to enter the addresses of the recipients. Enter each one in the first box and click add to save them in the second. Once you click proceed a message is displayed, confirming the report has been successfully queued for processing. To go back to the Analysis Dashboard click the Back button in the top left corner of the screen. Downloading a Report If you choose the Submit for download option from the dropdown list on the Reports Dashboard, you will be able to select multiple reports from the Report Name dropdown list. The list will also contain the option to select all the reports. You will also be able to view the format of the report. Once you click Submit, a message is displayed confirming that the report has been successfully queued for processing in My Reports. To complete the download, click on My Reports from the Application Toolbar at the top of the screen. All reports you have chosen to download or will appear in the list. Once a report is complete you can click on the report heading, and a dialogue box will open allowing you to choose where you would like to save to the report. The last Delivery Option is , again if you choose this option, you can select multiple reports from the report name drop down list. Once you click Submit you will be asked to enter all the address of the recipients. Click Add New after entering each address and then Submit to the report. To delete an item from the list, hover over the actions column and a delete button will appear. Again a message will appear confirmed that report is queued for processing in My Reports LAVASTORM ANALYTICS Page 11 Issue 1

13 2.6 Invoice List To view the invoice list, click the button next to reports on the Analysis Dashboard. The invoice list displays invoices relevant for the context you have selected in the hierarchy tree. The most recent invoices are at the top of the list. The invoice owner relates to the billing account, and the other columns display summary information. Text in the Invoice Number, Usage and Analyse columns can be clicked on to view further information. If the text in the usage column is grey, this means there is no usage for that particular invoice. 2.7 Viewing an Invoice To view an invoice click on the invoice you would like to view and a summary invoice is displayed. The level of details displayed, will depend on whether you are viewing a full invoice, for example if you have an account selected, or whether you are viewing a partial invoice, for example when you have a subscription selected. The invoice screen is divided into several sections; the main part of the screen is dived into 2 parts. The top half of the screen displays the summary information for the invoice and the lower half displays the invoice lines. If any of the invoice lines are underlined, you can click on them to view more detail, eventually arriving at the individual calls. To move between the different levels of detail use the bread crumb navigation in the top left hand corner of the screen. When viewing the invoice details at subscription level, the usage information and charges information are in different panels, only one of these panels can be viewed at a time. To swap which panel you are viewing, click the panel heading at the bottom of the screen. To view the itemised usage for everything displayed click the View Calls For button in the bottom left corner of the screen. A search box and download button are also available in the top left corner. LAVASTORM ANALYTICS Page 12 Issue 1

14 Breadcrumb navigation Summary Information Download button and Search Invoice Detail View Itemised Usage LAVASTORM ANALYTICS Page 13 Issue 1

15 2.8 Viewing Itemised Usage You can view the itemised usage for a whole invoice by clicking on the usage link on the Analysis dashboard, or the view calls for button from any of the invoice detail pages. If there are too many calls to display, you will be asked to apply a filter. A back button is displayed in the top left corner, allowing you to navigate back to the Analysis Dashboard. In the top right corner you can switch between a data and graph view. The graph view displays a breakdown of the usage by call type. You can change the order of the columns using drag and drop, or sort a column by clicking on the heading. There 4 function buttons available in this view, Download, Print, Address Book and Filters. Download The download button will open an export itemised usage dialogue box, allowing you to choose to download or the itemised usage report. Print The print button will print the itemised usage, as displayed on screen. Address Book The address book allows you to label calls made to particular numbers. The label you create will appear in the Address Description column. Once you have clicked on the address book button, a dialogue box will open. First you need to choose whether you wish to create a private or public entry. Private entry will only be seen by you, public addresses can be seen by anyone with access to that data hierarchy. If you have a public and a private address for the same number the private address will be displayed. Click the create button to add a new entry. Enter the number you would like to label, and then add the description. If you would like to label a partial number, use the asterisk (*) wild card. For example, to label all calls made from Manchester, you would enter 0161* in the number column and Manchester in the description column. To change an entry in the address book, select an item and edit and delete buttons will be available in the Actions column. The Address book can also be imported and exported as a csv file. Click the save list button to save any changes. LAVASTORM ANALYTICS Page 14 Issue 1

16 Filters When you click the filters button the filters pane opens on the right hand side of the screen. The switch to the left of each column name toggles the column visibly allowing you to choose which columns to display in your report. To restore the columns to their original order, click the restore columns button at the bottom of the pane. To apply a filter to any field, whether it is displayed or not, click edit on the right of the column name and enter your search criteria. For example, I could filter the Call Type column for SMS Off-Net. You can apply more than 1 criterion to your filter. If you wish to save the filter for use another time, enter a name for your filter in the text box next to the Save As button and click the Save as button. Saved Filters can be selected from the Select a filter set drop down list at the top of the panel. A selected Filter can be deleted by clicking the delete button. Once you have saved your filter, it can be found on the filters page in Bill Analyser, where it can be edited and used as the basis for a scheduled report. LAVASTORM ANALYTICS Page 15 Issue 1

17 2.9 Analysing an Invoice On this screen you can see a summary invoice, run standard reports and view a chart showing the charge breakdown of the invoice. A button in the top left allows you to view the invoice. The lower half of the screen shows the different organisational units making up the analysis. You can click on any of this to drill down and see more detail, by clicking on the links in the Level Name column. Breadcrumb navigation in the middle if the screen will allow you to move back up the hierarchy tree. LAVASTORM ANALYTICS Page 16 Issue 1

18 3.0 Custom Hierarchies If you are logged in as a Standard User, the next option on the sub tabs is Custom Hierarchies. Custom Hierarchies allow you to create your own tree structure, grouping subscriptions and accounts in a way different from the standard hierarchy tree. Allowing you to run standard reports and invoice analysis across this custom structure. 3.1 Creating a new Custom Hierarchies To create a new Custom Hierarchy, click the create new Custom Hierarchy at the top left hand corner of the screen. The Create custom hierarchy dialogue box will open. The standard hierarchy tree appears in the left panel. Click on the + icon next to the node to expand the tree. On the left, you need to add a name for your custom hierarchy. Beneath the name the top level for your hierarchy will appear, and you can add a name for that too. The custom hierarchy will have the same number of levels as your standard hierarchy. Once you have found a subscription you would like to add to the custom hierarchy, drag and drop it into the grouping node on the right, if you do not have enough grouping nodes they will be added automatically. LAVASTORM ANALYTICS Page 17 Issue 1

19 If you need more grouping nodes, click nodes at the bottom of the dialogue box. From here you can add corporate level nodes and account level nodes. Continue to drag and drop nodes until you have the structure you require. If an account has too many subscriptions to be displayed, the magnifying glass icon will appear to the left of the account name, you may need to scroll across to see it, this will open the search pane allowing you to find the subscriptions you need. Once you have finished adding subscriptions to your custom structure, click Submit. 3.2 Viewing a Custom Hierarchy Once you have created a Custom Hierarchy, it will appear in the pane on the left of the screen. When you select your Custom Hierarchy, 3 buttons will appear, allowing you delete, edit and select the hierarchy. If you choose select, a summary of the spend for each node of the hierarchy will be displayed on the right. Above the summary information is a spend slider, this allows you to highlight which nodes have a total spend inside and outside the values you choose by moving the slider. To move the slider drag and drop the icons on the slider or type the values in the text boxes. Red and green icons will appear in the last column of the summary if the slide is above or below the amounts you specify. In the top left corner, you can swap to a Graph view of the hierarchy, you can also use the spend slider in this view to highlight nodes. 3.3 Using a Custom Hierarchy on the Dashboard Once you have created a Custom Hierarchy, a new button will be available on the Analysis Dashboard. The button appears on at the top of the hierarchy tree panel on the left, next to the date range. When you click on this button you will be able to select a custom hierarchy from the list and it will be displayed in the panel below. When a custom hierarchy is displayed, the background of the header changes to black and yellow stripes. You can now use all the functions of the analysis dashboard, using your own custom hierarchy. Note: Watchpoints, Scheduled Reports and Filter Sets cannot used with a custom hierarchy, before using these features you must change back to the default hierarchy. LAVASTORM ANALYTICS Page 18 Issue 1

20 4.0 Watchpoints and Watchpoint Alerts If you are logged in as a standard user, the next 2 sub tabs are Watchpoints and Watchpoint Alerts. You create and manage your Watchpoints on the Watchpoints tab and view any triggered Alerts on the Watchpoints Alerts tab. A Watchpoint will automatically notify you of significant billing events, by placing an alert on the Watchpoint Alerts page. 4.1 Creating a Watchpoint To create a new Watchpoint click the Create New button near the top right of the screen. The Create Watchpoint wizard will open. Enter a name for the Watchpoint on the first screen and click Next. On the next screen choose a time interval, a Watchpoint can look for billing events monthly or quarterly. Next you need to choose the target for the Watchpoint. The target is which part of the hierarchy tree will be monitored. If you choose a level, then every node at that level in the hierarchy tree will be monitored. If you choose Organisational Unit, click next to choose an individual node from the hierarchy tree. The 3 rd part of the Watchpoint wizard allows you to choose a type for the Watchpoint. The 4 options allow you choose what type of spend is monitored. The 1st will monitor total invoiced amount. The 2 nd total amount spent. The 3 rd and 4 th monitor average spend, one allowing you to set the alert limit as a value and the other a percentage. The last screen allows you to set the value at which the Watchpoint is triggered. Choose whether you will be alerted when the target spend is greater than or less than the amount you specify and then enter the trigger amount and click save. To edit a Watchpoint, select it from a list and use the buttons from the Actions column. LAVASTORM ANALYTICS Page 19 Issue 1

21 4.2 Watchpoint Alerts When a billing event triggers a Watchpoint, an alert is raised and placed on the Watchpoint Alerts screen. The top half of the screen lists all the Alerts triggered. When you select one of these alerts the details of the organisational units that have triggered it are listed in the lower part of the screen. You can click on the organisational unit to view the invoice details on the Dashboard. LAVASTORM ANALYTICS Page 20 Issue 1

22 5.0 Scheduled Reports Scheduled reports allow you to create a report and have it ed out at a set time. Scheduled reports can be based on one of the standard reports or a custom report you have created based on a filter set. 5.1 Creating a scheduled Report To create a new scheduled report, click on the create new button to open the New Scheduled Reports wizard. Enter a name for your scheduled report. Choose if this report should be scheduled to be ed out to a set of recipients. If the report is to be scheduled, choose the report frequency. Choose the trigger for the report, For example, if the frequency is set to monthly the trigger will be the day of the month the report is sent out. Next choose the sample size, this is the number of days worth of data that will be included in the report. For example, if you want your report to contain the previous months data, choose a sample size of 31. Next choose the type of report you would like to schedule, you will choose the specific report on the next screen. A predefined report is one or more of the standard reports you can view from the Dashboard. An invoice report CSV, is an itemised call report with all the call records from an invoice or invoices. A usage report is an itemised call report, showing call records that match criteria you have specified in a Filter Set. Enter the addresses of the recipients of the report; you will need to enter at least one address. When you have entered all the addresses click Next. On the second page of the wizard, you will need to choose the organisational unit the report should run over. If you choose an account all the nodes below it will be included in the report. Finally choose the report you want to create. If you have chosen to schedule a predefined report, you will be able to choose more than Viewing and Editing a Scheduled Report To view or edit a report select it from the list and choose one of the buttons from the Actions column. LAVASTORM ANALYTICS Page 21 Issue 1

23 6.0 Filter Sets A filter set allows you to select particular call records, which you can view in a Scheduled Report. A filter set can be made up of 3 parts; the filter set itself, a destinations list and a working hours list. 6.1 Filter Sets To create a filter set select the New button towards to the top right of the screen. A Filter Set Details dialogue box will open. First you need to enter a name for the filter set and choose if the filter set should be made public. A public Filter Set can be viewed by other Bill Analyser users. If you want to filter the call records in your report, enter the filter criteria on the left of the dialogue box. Scroll down until you find the column that contains the data you would like to filter, click edit and enter the value you are filtering for. Then click Save. You can enter filter criteria for multiple columns. The number of active filter is displayed above the column names. On the right of the dialogue box you can choose to filter the call records using a working hours list. This will allow you to only view calls that are made during certain hours, defined in Working Hours. Select the working hours list you would like to use, from the drop down list, and then choose whether you would like to see calls made inside or outside the hours defined in the working hours list. Then click Create New. You can add multiple Working Hours lists to your Filter Set. Beneath the Working Hours section, you can also choose to add a Destinations list to your Filter Set. A Destinations list contains a set of telephone numbers. By choosing a Destinations list from the dropdown list you can choose to include or exclude calls made to this numbers in your report. Once you have chosen the destinations list, and you have chosen Include or Exclude. Then click Create New. You can use multiple Destinations lists in the Filter Set. LAVASTORM ANALYTICS Page 22 Issue 1

24 Once the filter set is complete click the Save button at the bottom right of the dialogue box. To change, delete or copy a Filter Set, select the Filter Set from the list and choose the relevant button from the actions column. 6.2 Destinations List The next section is Destinations Lists. A Destinations list is a list of numbers that you can use to include or exclude calls made to these numbers in your report. Click the Create New button and the Destination List Details dialogue box will open. Enter a name for your Destination List and choose if the Destination List should be made public. Click the Create New button to enter a new destination. Enter the number in the Destination column. You can enter a complete number or a partial number using the * wild card. Enter a description in the Destination Description column. Click Create New again to add more items to the Destination List. To change or delete an entry in the list, select the entry and choose the relevant button from the Actions column. When the destination list is complete click Save. All the destination lists will appear in the list on screen. To edit change or copy one of the list, select it and choose the relevant button from the Actions column. LAVASTORM ANALYTICS Page 23 Issue 1

25 6.3 Working Hours Lists A Working Hours list allows you define time periods for use in your Filter Set. You can choose to filter for calls made inside or outside the times specified. Click the Create New button to open the Working Hours Details dialogue box. Enter a name for the Working House list, and choose if the list should be made public. At the bottom of the dialogue box there are 2 ways to add time periods to the grid. The first method is to choose how many hours you wish to add for the time period and the Click the Drag Me button, and drag the time period on the grid to the relevant day. The second method is to choose the day which you would like to add time to, and then choose the start time and end time for the period and click add. The time will be added in the correct position. You can modify the length of each time period on the grid, by selecting it and dragging the ends of the block. You can also Delete and Copy the time periods using the buttons at the bottom of the dialogue box. Once you have added all the time periods you need to the grid, click Save. All the working hours lists will appear on the screen, you can edit, copy and delete a Working Hours list by selecting it and choosing the relevant button from the actions column. LAVASTORM ANALYTICS Page 24 Issue 1

26 7.0 Administration The administration tasks you can perform will depend on your user role and access point. There are a maximum of 4 sub tabs on the administration tab. 7.1 User Administration On the user administration page, you can create new users and assign them access points. A list of all current users is displayed. If you are a global user you will see all users filtered by Standard or Global. You can switch between the 2 using the drop down list toward the top left corner of the page. If you are a standard user, you will only be able to view users that have access to the same access points as you. Editing a user To edit an existing user, select that user from the list and choose the edit button from the Actions column. Here you can edit a user s details and reset the password, if you click next you can change a user s access points. Creating a new user To create a new user, click the Create New button at towards the top right of the screen. The create New User dialogue box will open at the top of the screen. LAVASTORM ANALYTICS Page 25 Issue 1

27 Fill in all the personal details of the user, all mandatory fields are marked with a red asterisk. You can choose if a random password will be generated and ed to the user. The user will be prompted to change this password the first time they log on. Or you can choose to enter a password manually. The user will not be asked to change this password the first time they log on. The last option on this screen is the user role. Choose the relevant user role from the drop down list. You will only be able to choose a user role with the same level of access or lower than your own. When you have filled in all the details, click next. The second page is where you will choose the new users access points. If you are logged in as a global user you will be asked to search for an access point. You will need to choose whether you searching for a Group, Corporate, Account or Subscription and how you are going to search for it. Enter the search term and click submit, any matching records will appear in the box below. LAVASTORM ANALYTICS Page 26 Issue 1

28 Choose the access point you require and click select button that will appear. The users current access points are listed in the box on the right. Search for any other access points that the user may require. If you are logged in as a standard user, a list of your access points will be available for you to search through. You can expand the hierarchy tree and select the access points you need. Once you have added all the access points, click submit and the new user will be created. If you are creating a global user, you will not be asked to choose any access points. A new user will be sent 2 s confirming their username and password. 7.2 Access Administration The Access Administration page allows you to view and change the users who have access to a particular access point. When you select part of the hierarchy tree, the users assigned access to it appear on the right hand side of the page. You can select these users and edit their details, or remove their access to that particular access point. Click Create New to search for an existing user to add them to this access point. 7.3 Exclusion List and Exclusion Overrides These sub tabs are only available to Global Users. Items that appear on the Exclusion List cannot be viewed by any user, unless they have an Exclusion Override. LAVASTORM ANALYTICS Page 27 Issue 1

29 For example, The Chief Executive of a company does not want anyone apart from themselves to be able to view their call details. The Chief Executive s subscription can be added to the Exclusion List. This subscription would still appear in the hierarchy tree, but it would display with a padlock icon, and cannot be selected. Any call records associated with this subscription will not appear in any reports. For the Chief Executive to be able to be able to view their own call records, they will need to be granted an exclusion override. Create an Exclusion To create a new Exclusion, click the Create New button towards the top right of the screen. Choose what you are searching for and how you are going to search for it, enter the search criteria and click submit. Items matching the search will appear in the lower half of the dialogue box. Select the item you want to exclude and click Add Exclusion. Note: if you add an Exclusion for a Group, Corporate or Account, everything beneath this level in hierarchy tree will also be excluded. Creating an Exclusion Override To allow a user access to an Excluded item, go to the Exclusion override sub tab. Select the Exclusion you would like to add an override for and click the Create New button towards the top right of the screen. LAVASTORM ANALYTICS Page 28 Issue 1

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31 You can then search for a user to add. If you are adding an override for yourself click the Select Self Link. LAVASTORM ANALYTICS Page 29 Issue 1

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