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T Analyst - Reports

by Community Manager ‎25-08-2014 11:25 AM - edited ‎19-12-2016 09:14 AM

 

T Analyst has a range of reports in both summary and detailed format to assist in reviewing your Telstra charges.  You can use some of the default reports or create your own reports from the list of criteria.

 

Creating a summary report

Creating a detail report

Downloading reports

Deleting a report

Editing a summary report

Editing a detail report

Scheduling a report

Viewing reports

 

 

Creating a summary report

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With customisable reports, you can create reports that are relevant to your business model and organisational structure. For example, you may be interested to view charges by cost centre, usage by a certain service, or when the usage is occurring (day of week, after hours, etc.).

 

1. Select Summary Reports from Reports tab. 

 

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2.  Select Add report.

 

Summary reports - add report.JPG

 

 

3. Select drop down menu to choose type of report you wish to create.

4. Select Continue.

 

 

Summary reports - report type.JPG

 

 

5. Enter a name for your report.

 

 

Summary reports - new report name.JPG

 

 

6. If preferred, select a Default Filter. (Refer to section on how to create filters)

 

 

Summary reports - default filter option.JPG

 

7. Select Table or Graph for preferred table mode.

 

Summary reports - table graph option.JPG

 

 

Group allows you to designate the primary data field to group and display your report data.

8. Select the field to group by from the Group drop-down list.

 

 

Summary reports - grouping.JPG

 

 

9. Select the field to sort by from the Sort By drop-down list.

 

 

Summary reports - sort by.JPG

 

10. Select Ascending or Descending to designate the sort request.

Summary reports - ascendning.JPG

 

 

11. To exclude data that falls below a minimum, select an item from the Minimum Value drop-down list and enter an amount.

12. Follow the same steps to Subgroup.

 

 

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The subtotals display section allows you to select if subtotals are required in your report.  User can select whether to display totals at top or bottom of group.

 

 

Summary reportrs - subtotals.JPG

 

Markup allows you to add markups to reports you make for clients and customers. To select an existing markup, select from the Markup drop-down list. To define a new Markup or edit an existing markup, click the Markup link and you will be directed to the Markup page, which is located on the Setup page.

21. Select if you would like to share this report or only have it visible to you. If you select ‘Share this report,’ all users in your organisation will have the ability to view this report upon log-in.

22. Select Save

 

 

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 23.  New report will be appear in report list.

 

 

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Creating a detail report

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With customisable reports, you can create reports that are relevant to your business model and organisational structure.

 

 

1. Select Add Report.

 

Detail reports - add report.JPG

 

 

3. Click on drop down menu and select the type of report to create.

4. Click Ok.

 

 

Detail report - select report type.JPG

 

 

5. Enter a name for your report.

6. If preferred, click on drop down menu and select a Default Filter (if you have previously created filters for this report type).

 

Detail report - new report name.JPG

 

Columns allows you to designate which fields will be displayed as the columns of your report. Use the SHIFT and CTRL keys to select multiple fields at one time.

To add columns to your report:

7. Select the field of the column to add from the Exclude list.

8. Click the > button to move a single field or click the >> button to move all fields.

 

Detail report - field chooser.JPG

To delete columns from your report:

9. Select the field of the column to delete from the Include list.

10. Click the < button to move a single field or click the << button to move all fields.

 

 

Detail report - removing field.JPG

Sorting allows you to designate the request in which your data will appear. In detail reports that have a group designated, the report will be sorted primarily by group and then further sorted within that group by up to three additional sorting fields that you specify. If no group has been selected, the Detail Report will be sorted by the sorting options specified.

11. Select the field to sort by from the Sorting drop-down list.

12. Click Ascending or Descending to designate the sort request.

13. To select secondary and tertiary sorting options, repeat Steps 11 and 12. 

 

 

Detail report - sort fields.JPG

Markup allows you to add markups to reports you make for clients and customers.

15. To select an existing markup, select from the Markup drop-down list.

16. To define a new markup or edit an existing markup, go to setup tab and select the markup link.

16. Select if you would like to share the report with all users.

17. Select Save.

 

 

Summary  - save.JPG

 

 

 

 

Downloading reports

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Table reports can be downloaded as a PDF, CSV, or XML file. Graph reports can be downloaded as a PNG or JPG file.

 

1.  Select Summary or Detail reports from Reports tab.

 

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2.  Select report you wish to access.  In this scenario we are accessing a bill detail report.

 

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3.  Report wil be displayed with detailed information.

4.  Select download icon.

 

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5.  Select the report format i.e PDF or CSV.

6.  Select OK.

 

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 7.  Report will be donwloaded in requested format.

 

 

 

Deleting a report

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If a report is deleted, you will not be able to retrieve this report again without creating a new report.

 

 

1.  Select Reports tab and go to summary or detail reports.

 

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2. Select the report you would like to delete.

3. Select delete icon.

 

Report - delete.JPG

 

 

4.  Select Remove Report.

 

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Editing a summary report

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1.  Select Summary reports from Reports tab.

 

Home page - reports.JPG

 

 

2.  Select report you wish to edit from summary report list.

3.  Select Edit icon.

 

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4.  From the Edit Summary report page, you can select to apply a default filter.  This will ensure filter is applied everytime you run the report.

 

 

Summary reports - edit report to apply filter.JPG

 

 

5.  You can select to change report format from table to graph.

6.  Click on drop down menu to change current grouping selections.  

 

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7.  Once all changes have been made, select Save.

 

Summary  - save.JPG

 

 

 

Editing a detail report

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1.  Select Detail reports from Reports tab.

 

  Home page - reports.JPG

 

 

2.  Select report to edit.

3.  Select Edit icon.

 

Detail reports - edit a report from report list.JPG

 

 

 4.  From Edit Detail Report page, select option to apply default filter.  This will ensure filter is always applied when you run report.

 

Detail reports - edit - select default filter.JPG

 

 

5.  Select whether to add or remove additional fields to report.  

6.  The left column will show any excluded fields.  The right column will show any existing fields added to report.

 

Detail reports - columns.JPG

 

 

 7.  Select to change current sorting options.

 

Detail reports - edit sorting.JPG

 

 

8.  Once all changes have been made, select Save.

 

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 9.  Report will be updated with required changes.

 

 

 

 

Scheduling a report

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With automated reporting, you can schedule recurring reports to be emailed directly to your inbox or to additional recipients if the report is upto 6MB. This feature reduces the time and resources required to run reports on a recurring basis.

 

 

1. Select Summary or Detail Reports from Reports tab.

  

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2. Select the report you want to request.

3. Select Request Report, which will direct you to the Download Centre tab.

 

 

  

Scheduling report.JPG

 

 

4. On the Download Centre tab, select a data range, level and filter to narrow the scope of your report.

5. Select the frequency of your preference.

6. Select the format for the report.

7. Select Compress report into Zip file to reduce the file size of the request. You will need an operating system that supports Zip files or a utility to unzip them. All files over 6MB will be automatically compressed.

8. Select the notification method. You can choose whether to be notified by e-mail when your report is complete and include additional recipients for the report to be delivered to (note that access to T Analyst™ is not required to receive the report.)

9. Select Submit Request.

 

Request report screen.JPG

 

 

 10.  Once submitted, report will be listed in "Pending Requests" tab in Download Centre.

 

Pending requests.JPG

 

 

11.  All completed reports will be available to access via the "View Request Status" tab.

12. A symbol next to name of report will indicate report is "Ready To Download".

13. Click on name of report to commence download.

 

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Viewing a report

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Reports can be accessed and viewed and later downloaded for reporting purposes.

1.  Select Summary or Detail reports from Reports tab.

 

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2.  Select report to view.  In this scenario we are viewing an Account Summary Overview report.

 

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3.  Requested report will be displayed.

 

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