How to Pull Billing Data from the AT&T Mobility Premier Portal

Transcription

1 How to Pull Billing Data from the AT&T Mobility Premier Portal Why: To obtain your monthly invoice data from AT&T and provide to Visage for upload into MobilityCentral Prerequisites: Account created in the AT&T Premier Portal Foundation Account of type Billing or Reporting

2 How to Pull Reports from the AT&T Premier Portal The following reports must be pulled from the AT&T Mobility Permier Portal and sent to Visage for all your Reporting and Billing Foundation Account (FAN) names. These FANs are usually identified with an R or B suffix. Expanded Wireless User Inventory Report This report must be pulled for all your Billing and Reporting FANs. See steps 6-10 Bill Analysis Reports There are four of these reports required for Billing and Reporting FANs. See steps Raw Data Output File This report must be pulled for all Billing and Reporting FANs. See steps *Important Note: Opening any of these reports in Excel will result in formatting issues. If you must view the report in Excel, please see the note in step 7. How to Pull Reports from AT&T Premier Portal v3.2 Page 2 of 26

3 How to Pull Billing Data from the AT&T Premier Portal 1 Go to URL: and the Log In link below the AT&T Premier label. Then enter your username and password to log in as usual. How to Pull Reports from AT&T Premier Portal v3.2 Page 3 of 26

4 2 Click on Foundation Account How to Pull Reports from AT&T Premier Portal v3.2 Page 4 of 26

5 3 Click the Reset All Fields link How to Pull Reports from AT&T Premier Portal v3.2 Page 5 of 26

6 4 Select the FAN by clicking on the radio button Note: If you are unable to discern whether your FAN is Billing or Reporting, please contact your Visage representative for assistance. How to Pull Reports from AT&T Premier Portal v3.2 Page 6 of 26

7 5 After selecting the FAN, scroll back up to the top of the page and click on Reports in the menu bar. Select Request Reports from the list. How to Pull Reports from AT&T Premier Portal v3.2 Page 7 of 26

8 6 Click on the Expanded Wireless User Inventory Report How to Pull Reports from AT&T Premier Portal v3.2 Page 8 of 26

9 7 On the Request Report page, scroll down and make the following selections in the Report Account Level and Format sections: Under Report Account Level select FAN Account Level Report Under Format select Comma Separated Values (CSVV When these selections have been made, click the Continue button NOTE: The CSV format is recommended because it supports larger files than Excel. When viewing the CSV file in Excel 2007 or later please follow these steps to avoid data truncation on the IME and SIM values in the report. 1. Save the CSV file (do not open it in Excel) 2. Launch Excel and select the Data menu 3. Under the Get External Data, select From Text 4. Import the CSV file 5. Choose the Delimited radio button, click Next 6. Select Comma and deselect Tab 7. Choose {none} from the Text Qualifier drop down list, and click Next 8. Select the SIM number column and set Column Data Format as Text. Repeat for the IMEI field How to Pull Reports from AT&T Premier Portal v3.2 Page 9 of 26

10 8 The Name Requested Report screen allows you to change the name of the report if desired. No changes are required. Click the Continue button. How to Pull Reports from AT&T Premier Portal v3.2 Page 10 of 26

11 9 The Verify Report Request screen displays the Report Details and provides information on receiving and viewing the report. Click the Request Report button at the bottom of the page How to Pull Reports from AT&T Premier Portal v3.2 Page 11 of 26

12 10 The Confirm Report Request page will be displayed. Repeat steps 4-9 for any other FANs. This report takes 24 hours to generate and will be stored in the Reports>View and Download Requested Reports section of the portal. How to Pull Reports from AT&T Premier Portal v3.2 Page 12 of 26

13 11 Follow these steps to pull the Bill Analysis Reports for your Billing and Reporting FANs. Click the Billing tab at the top of the page to return to the Billing section of the portal. In order to pull the required files, you will need to use a Custom Hierarchy. If a hierarchy does not already exist, you will need to create one. How to Pull Reports from AT&T Premier Portal v3.2 Page 13 of 26

14 12 Under the Menu Options select Custom Hierarchy How to Pull Reports from AT&T Premier Portal v3.2 Page 14 of 26

15 13 If the Hierarchy List is blank, create a new Customer Hierarchy by clicking the New button If a hierarchy exists (there will be defined entries in the Hierarchy List), go to step Enter a value in the Hierarchy Name field. Set the Select Template value to Corporate and check the box to the left of the appropriate Foundation Account Number Click Next How to Pull Reports from AT&T Premier Portal v3.2 Page 15 of 26

16 15 On the next screen, set the values as below: - Node Type: Company - Node Name: Visage Click Next 16 Make no changes to this screen. Just click the Next button How to Pull Reports from AT&T Premier Portal v3.2 Page 16 of 26

17 17 Click Finish How to Pull Reports from AT&T Premier Portal v3.2 Page 17 of 26

18 18 Under the Menu Options go to the Reports section and click on the Bill Analysis link How to Pull Reports from AT&T Premier Portal v3.2 Page 18 of 26

19 19 There are four Bill Analysis Reports that need to be pulled for MobilityCentral - All Data Export Service Summary - Itemized Feature Charges - Itemized Other Charges & Credits - Mobile Purchases & Download Charges How to Pull Reports from AT&T Premier Portal v3.2 Page 19 of 26

20 20 Follow these steps to pull each report. - Click on the link for the desired report - You will be navigated to the Report Parameters view o Select the desired Billing month using the drop-down box o Select Entire Foundation Account o Select Use Custom Hierarchy (you will be navigated back to the Hierarchy List where you will select the appropriate Hierarchy Name) How to Pull Reports from AT&T Premier Portal v3.2 Page 20 of 26

21 21 Click the Columns tab and click the All button to move all fields to the Included side. 22 Click the Output Format tab and select CSV from the drop-down box. Click Generate Offline How to Pull Reports from AT&T Premier Portal v3.2 Page 21 of 26

22 23 Enter an Offline Report Name that you will be able to recognize in the Reports Queue 24 Repeat steps for each report listed in step 19 How to Pull Reports from AT&T Premier Portal v3.2 Page 22 of 26

23 25 Follow these steps to pull the Raw Data Output File. Under the Menu Options, click on the Raw Data Output link. How to Pull Reports from AT&T Premier Portal v3.2 Page 23 of 26

24 26 Select the Foundation Account Cycle for the requested report. Then click Generate Offline. How to Pull Reports from AT&T Premier Portal v3.2 Page 24 of 26

25 27 Offline reports can take from a few minutes to hours to complete. Once your report is ready it will appear under the Report History section. A notification will also be sent to the address specified on your Premier Online Care login profile. How to Pull Reports from AT&T Premier Portal v3.2 Page 25 of 26

26 28 Click on the Report Type (CSV) next to the report(s) you generated and save the file(s) to your computer 29 Send the files to your Visage representative. How to Pull Reports from AT&T Premier Portal v3.2 Page 26 of 26