Mike's PBX Cookbook

CallBill Monthly Reports

To track telephone charges, three reports are required on a monthly basis. At the OTM terminal, switch to the Call Bill PC and select the Reports Module icon on the desktop, And Login as ADMIN, password ****.

1. Cost Center Totals:

NOTE: Can also use Department, etc.

  1. Under Reports, select Summary Reports/Duration Cost Totals by Cost Center and in the Search Filters section, Report period, select “Between” and enter dates to be covered. Under Filters Cost, change >= to .05.

  2. Select Run from top toolbar, and report will appear in another window.

  3. Save report to a memory stick/CD and email to the operator.

NOTE: In the event calls are listed on the report without a Cost Center, see trouble shooting Cost Center Report Updating.

2. Call Details:

  1. Under Reports, select Detailed Reports/Call Details with Ext and in the Search Filters section, Report period, select “Between” and enter dates to be covered. Under Filters Cost, change >= to .05.

  2. Use default Sort Order.

  3. Select Run from top toolbar, and report will appear in another window.

  4. Save report to a memory stick/CD and email to the operator.

3. Specific Department Call Details

NOTE: Example for running report for specific department/section.
This report is for all calls charged to the ADMIN department and should be forwarded to them.

  1. Select Detailed Reports/Call details with Extension.

  2. Under Originating Party Tab, select Edit Filter and enter ADMIN next to Dept.

  3. Search Filters section, Report period, select “Between” and enter dates to be covered. Under Filters Cost, change >= to .05.

  4. Select Run from top toolbar, and report will appear in another window.

  5. Save report and email to ADMIN section.

End of Procedure.


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