IP Talk Hosted VoIP Solutions Call Detail Record Reporting User Guide

Transcription

1 IP Talk Hosted VoIP Solutions Call Detail Record Reporting User Guide

2 Table of Contents Overview... 3 Logging In... 4 Running a Report (Individual)... 5 Running a Report (Administrative)... 6 Navigating the Portal Report... 8 Report Information Fields

3 Overview CIMCO s Call Detail Record Reporting is available to all users of CIMCO s IP Talk Hosted solution. Different levels of information are accessible based on the designated user type

4 Logging In Individual Users 1. Enter in your CIMCO IP Talk Hosted User ID in the User Id field 2. Enter in your CIMCO IP Talk Hosted password in the Password field 3. Press the Login button Administrators 1. Enter in your CIMCO IP Talk Hosted Administrator ID in the User Id field 2. Enter in your CIMCO IP Talk Hosted Administrator password in the Password Field 3. Press the Login button

5 Running a Report (Individual) 1. Enter in the Start Date of the Report you are creating 2. Enter in the End Date of the Report you are creating 3. Reporting Viewing Options: a. Show Report If you want to view the Call Detail Record report on your web browser then select the Show Report Button i. When selecting Show Report to see the details of the call path of a single call, if they exist, press the icon for calls that have multiple legs (such as transfers). An example is below: b. Print Report Press the Print Report button to print the report c. Export Report if you want to export this report for viewing in another application press Export Data i. To export to Excel file format use the Excel radio button under Export Format ii. To export to a CSV file format use the CSV radio button under Export Format

6 Running a Report (Administrative) 1. Administrators have multiple options to look at multiple numbers; those options are as follows: a. View All Numbers the user has administrative access to Select Number Range No radio button and don t fill in the Phone Number field b. View a single number Select Number Range No Radio button and Type in the number you desire to view (a selection box will appear as you start typing where you can select the number as well) c. View a Range of numbers Select Number Range Yes Radio button and type in the beginning of the range you desire to view in the From Phone Number Field and the final number in the range in the To Phone Number Field. 2. Enter in the Start Date of the Report you are creating 3. Enter in the End Date of the Report you are creating

7 4. Report Viewing Options: a. Show Report If you want to view the Call Detail Record report on your web browser then select the Show Report Button i. When showing report to see the details of the call path press the icon for calls that have multiple legs (such as transfers), an example of which is below. b. Print Report Press the Print Report button c. Export Report if you want to export this report for viewing in another application press Export Data i. To export to Excel file format use the Excel radio button under Export Format ii. To export to a CSV file format use the CSV radio button under Export Format

8 Navigating the Portal Report 1. Page Selection Enter in the page number in the box and press enter a. Go to First Page: Go to Prior Page: b. Select Page: c. Go to Next Page: Go to Final Page: 2. Zoom Select from pull down to size text and columns

9 3. Find Text To find text on a page, type in the characters you want to search then press Find. To find the next occurrence press Next 4. Refresh To refresh the last report run press the Refresh Icon 5. Sort Columns Any column in the show report can be sorted upon by pressing the up or down arrow in an individual column 6. View Call Leg Information Press the information icon in the body of the report

10 Report Information Fields Field Start Date/Time Calling Number Called Number Other Party/Reason Time (min) Direction Acct/Auth Code Dialed Nbr Answer Date/Time Description Date/Time call was initiated The number originating the call The number the call was placed to Information on call activity when available (not available for outbound) Time of call Describes if call made was inbound, outbound or internal Shows account or authorization code if used Shows digits dialed Shows date/time call was answered