Core Reports

Core reports are located in the Report Explorer. The IDI platform provides other reports (not located in Report Explorer) that are run via IDI Desktop Client menus. Such reports are not listed in this article, but are covered in IDI Desktop Client Online Help.

The reports listed in this article are organized by their respective default folders in Report Explorer. IDI platform users may choose to create their own folders and place copies of standard reports in those folders as needed. This article does not account for any custom folders or placement of reports in other (non-default) folders as you may configure on your system.

The ULT column in these tables indicates whether the report observes User Limit To profiles as configured in Admin Console > Security > Profiles. A report enforces the User Limit To profile by restricting access to setup criteria (specifically; dropdown lists for Market, Account Type, or Sales Channel) and/or limiting the displayed results.

All reports are presented in grids that support sorting and filtering, unless listed as a Document-style (PDF) report.

Audit

Name	Class	ULT	Folder	Description
Application Performance Data	Base	No	Audit/Application Performance	Provides raw performance data for further analysis.
Application Performance Summary	Base	No	Audit/Application Performance	Provides summarized performance trending data for further analysis.
Active Items in Disconnected Packages	Base	Yes	Audit/Billing	A list of billing active items in disconnected packages.
Auto Pay Status	Base	No	Audit/Billing	A list of all accounts by billing cycle and their E-Pay status.
Billed Taxes Difference	Base	No	Audit/Billing	Displays a list of taxes that were assessed in this billing period and were not in the previous billing period.
Compare Customer Invoices	Base	Yes	Audit/Billing	Displays a list of all customers who have exceeded a certain dollar amount from one bill period to the next.
Expired Private Line Tax Jurisdictions	Base	Yes	Audit/Billing	A list of assigned private line products with expired tax jurisdictions
Grant Discounts Used	Base	Yes	Audit/Billing	A list, by service number, of grant discount units used by invoice group.
Not Billing Accounts with Outstanding Balances	Base	Yes	Audit/Billing	Displays a list of accounts with a billing status of Not Billing that have outstanding balances
Not Billing Catalog Items	Base	Yes	Audit/Billing	Displays a list of account numbers and related details of accounts that have assigned catalog items with a status of Not Billing.
Not Billing Service Numbers	Base	Yes	Audit/Billing	Displays a list of active service numbers where the billing status of the service number is Not Billing.
Usage by Day by Source	Base	No	Audit/Billing	Enables the user to easily find missing usage by ensuring that usage is not missing for a day or part thereof.
Account Event Log	Base	Yes	Audit/Customers & Services	Provides a history of all changes done on an account.
Account Services and Products with Attributes	Base	Yes	Audit/Customers & Services	A list of all attributes on services and features per account, along with their populated data.
Accounts with Account Code Groups	Wireline	Yes	Audit/Customers & Services	Displays account information (such as history, verification, and billing cycles) for those accounts that are part of an account code group.
Active Accounts Assigned to an Inactive Market	Base	Yes	Audit/Customers & Services	Provides a listing of the active customer accounts that are currently assigned to inactive markets.
Active Customers with No Salesperson	Base	Yes	Audit/Customers & Services	Displays active accounts with no assigned sales person. Parent account numbers are included (if applicable).
Active Customers with No Services	Base	Yes	Audit/Customers & Services	A list of active customers who have no (billing) services.
Active Customers with Zero Balances	Base	Yes	Audit/Customers & Services	Displays accounts with current balances of zero. Can be used to audit customers who may not be using their services.
All Service Numbers by Service Type	Base	Yes	Audit/Customers & Services	Displays a list of all service types and the total number of services on each service type.
Bill Cycle Change Audit	Base	Yes	Audit/Customers & Services	Per account, lists a record of billing cycle changes, and who made the change.
Collections Exempt Customers	Base	Yes	Audit/Customers & Services	Displays accounts that are tagged to be exempt from being put into collections.
Customer Alert Messages	Base	Yes	Audit/Customers & Services	Displays a list of all customers who have custom alerts assigned to appear when the customer’s screen is opened.
Customer Invoice Messages	Base	Yes	Audit/Customers & Services	Displays a list of all custom messages assigned (on the customer’s account) to appear on the customer’s invoice during the date range selected.
Customers per Finance Group	Base	Yes	Audit/Customers & Services	A list of customer accounts per finance group.
Customers per Invoice Format	Base	Yes	Audit/Customers & Services	Displays a list of all invoice formats and a count of customers assigned to those formats.
Customers with No Invoice Formats	Base	Yes	Audit/Customers & Services	Displays a list of accounts with parent account numbers. Allows you to open the account and assign an invoice format.
Duplicate ESN	Wireless	No	Audit/Customers & Services	Displays a list of all ESNs that have been assigned to multiple service numbers.
Finance Charge Exempt Customers	Base	Yes	Audit/Customers & Services	Displays a list of accounts that are tagged to be exempt from having finance charges applied.
Inactive Corporate Parents with Active Children	Base	Yes	Audit/Customers & Services	Displays a list of all accounts with corporate structures where the parent is not billing active but some or all of the children are active.
Inactive Customers with a Total Amount Due	Base	Yes	Audit/Customers & Services	Displays a list of all customers who are no longer active but have a remaining balance on their account.
Market Change Audit	Base	Yes	Audit/Customers & Services	Lists accounts with a ‘history’ of any change (move) in the assigned market for each customer account for a specified date range.
Orphaned Services	Wireless	Yes	Audit/Customers & Services	A list of services, by account, that have become “orphaned,” meaning that they are no longer affiliated with another service that they had shared a discount with
Service Number Change History	Base	No	Audit/Customers & Services	Displays the full chain of from and to history for a given service number across accounts.
Service Numbers with No Billing Number	Base	Yes	Audit/Customers & Services	Displays a list of service numbers that do not have a billing number assigned to them.
Service Numbers with No Pricing Plans	Base	Yes	Audit/Customers & Services	Displays service numbers that do not have a pricing plan assigned to them, nor assigned to the account.
Suppress Invoice Print Customers	Base	Yes	Audit/Customers & Services	Displays accounts that have the suppress invoice print option enabled.
Suspended Customers	Base	Yes	Audit/Customers & Services	Displays, by date, a list of all customers who have been suspended.
Admin Console Activity	Base	No	Audit/PCI	Lists details event log entries pertaining to activity that occurred within Admin Console.
Failed Logon Attempts Detail	Base	No	Audit/PCI	Lists details of failed logon attempts.
Failed Logon Attempts Summary	Base	No	Audit/PCI	Shows a summary of failed logon attempts.
User Inactivity	Base	No	Audit/PCI	Displays all active users who have not logged into the system in the last ‘X’ days.
Manual SIM Card Provisioning	Wireless	No	Audit/Provisioning	Displays a list of services that have been exported by the Manual SIM card Provisioning File Export Scheduled Job.
Billed Products with No Tax Class	Base	No	Audit/Taxes	Displays a list of products that have been billed that do not have a tax class currently assigned to them.
Expired Tax Jurisdictions	Base	Yes	Audit/Taxes	Displays a list of customers whose tax jurisdictions have expired.
Invoice Tax Details Audit	Base	No	Audit/Taxes	Facilitates auditing calculated taxes after billing processes have completed. The results help experienced personnel confirm invoiced items were taxed correctly (or not). The report provides insight into taxation details down to the service-level. An example application is to audit the taxation from the roll-out (and billing) of new service-level Products and Packages.
Mismatched Tax Account Types	Base	Yes	Audit/Taxes	Displays a list of personal accounts with non-personal service numbers tax types.
Tax Audit Log Customers	Base	Yes	Audit/Taxes	Displays a detailed description of all tax issues listed by customer.
Tax Audit Log Services	Base	Yes	Audit/Taxes	Displays a detailed description of all tax issues listed by service number and service type.
Tax Exempt Customers	Base	Yes	Audit/Taxes	Displays a list of customers and all of the taxes for which they are exempt.
Usage Notifications Configuration Summary	Wireless	No	Audit/Usage Notifications	Displays the number of active services using each send notification option
Usage Notifications History	Wireless	No	Audit/Usage Notifications	Displays a summary of usage notification activity

Churn

Name	Class	ULT	Folder	Description
Churn Breakdown by Month Document	Base	No	Churn	Displays a monthly breakdown of the number of adds and disconnects along with the net change to the number of current customers.
Customer Churn by Account Type	Base	Yes	Churn	Displays the total number of active accounts on the specified From Date and the activity through the To Date.
Customer Churn by Reason	Base	Yes	Churn	Displays the total number of lost accounts on the specified From Date and the activity through the To Date and the reason.
Customer Churn Detail	Base	Yes	Churn	Displays each of the accounts disconnected within the specified date range.
Service Churn by Reason	Base	Yes	Churn	Displays the total number of lost accounts on the specified From Date and the activity through the To Date and the reason.
Service Churn by Service Type	Base	Yes	Churn	Displays the total number of active services on the specified From Date and the activity through the To Date.
Service Churn Detail	Base	Yes	Churn	Displays each of the accounts that has disconnected services within the specified date range.

CPNI

Name	Class	ULT	Folder	Description
Security Saturation Document	Base	No	CPNI	Displays CPNI summary information.

Customer Care & Management

Name	Class	ULT	Folder	Description
Account Status Detail	Base	Yes	Customer Care & Management	Displays a list of all active accounts by market, account type, account status, and billing cycle.
Account Status Summary	Base	Yes	Customer Care & Management	Displays totals for billing statuses by account status per billing cycle.
Accounts with Additional Billing Reports	Base	Yes	Customer Care & Management	Displays a list of accounts that have additional billing reports added to their Invoice format.
Active Accounts by Bill Cycle	Base	Yes	Customer Care & Management	Displays a list of all active accounts with their bill cycle ID, bill cycle, and number of total accounts.
Active Accounts by Country	Base	Yes	Customer Care & Management	Provides a total, by market, of all active accounts and their country.
Active Accounts by Credit Class	Base	Yes	Customer Care & Management	Summary and detail information of accounts per credit class.
Active Accounts by Language	Base	Yes	Customer Care & Management	Provides a total by market of all active accounts with their language ID and language.
Active Accounts by Region	Base	Yes	Customer Care & Management	Displays a total by market of all active accounts with their region.
Active Accounts by State	Base	Yes	Customer Care & Management	Displays a list of all active accounts by state.
Active Services by City, State and Zip	Base	Yes	Customer Care & Management	Displays active services by service type name, city, county, state, and zip code for a given date. Also includes drill-down detail for these parameters.
Active Services by Type	Base	Yes	Customer Care & Management	Displays number of active subscribers split up by account type and service type as of the date specified. Does not include future dated activations or disconnects.
Affinity Sales Document	Wireline	Yes	Customer Care & Management	Displays invoice affinity information and balances of customers within affinity groups.
Bonus Discount Detail	Wireless	Yes	Customer Care & Management	Displays a detailed list of customers who are eligible for a specific bonus or discount.
Bonus Discount Summary	Wireless	Yes	Customer Care & Management	Displays a summary list of customers who are eligible for a specific bonus or discount.
Contract Renegotiation	Wireline	Yes	Customer Care & Management	Displays customers whose contracts either have expired, or are scheduled to expire, during the dates selected.
Corporate Service Address Locations	Wireline	Yes	Customer Care & Management	Displays complete corporate service address locations (and service and billing numbers) by requested parent account number.
Customer Mailing List	Base	Yes	Customer Care & Management	Displays customers and addresses by account type and status.
Customer Primary and Billing Addresses	Wireline	Yes	Customer Care & Management	Displays customer’s addresses, contacts, services, products and account code. Can be used for a comprehensive review of customers and their products.
Customer Profile Document	Base	No	Customer Care & Management	Displays a complete list of customer’s addresses, contacts, services, products and account code.
Customer Summary by Group Document	Base	No	Customer Care & Management	Displays multiple reports depending on criteria. Included is a date range and the ability to include or exclude inactive account statuses.
Customers by Bill Cycle Document	Base	No	Customer Care & Management	Displays subscribers and account numbers for a selected bill cycle, and reflects their account status.
Customers by Group Document	Base	No	Customer Care & Management	Displays a complete list of customers by date and grouping.
Disconnected Services by Customer	Base	Yes	Customer Care & Management	Displays a list of all services disconnected by customer during the date range chosen.
Feature Cross Reference	Wireless	Yes	Customer Care & Management	Lists customers and their plans, features and discounts according to selected parameters. It may be used to ensure that customers do not have conflicting features and/or discounts.
New Customer Accounts by Market Detail	Base	Yes	Customer Care & Management	Displays a row for each new customer account created within a specified time frame.
New Customer Accounts by Market Summary	Base	Yes	Customer Care & Management	Provides a count of newly created customer accounts by market.
New Service Activations by Market Detail	Base	Yes	Customer Care & Management	Provides a listing of the services that were activated during a desired timeframe.
New Service Activations by Market Summary	Base	Yes	Customer Care & Management	Provides a count of newly activated (created) services by market.
Top Revenue Customers	Base	Yes	Customer Care & Management	Lists customers with the top revenue for a defined time period. It can be exported to a spreadsheet and might be used to create a list of customers who will receive thank you gifts or rewards.
Wireless Contract Renegotiation	Wireless	Yes	Customer Care & Management	Displays a list of customers whose contracts either have expired, or are scheduled to expire, during the dates selected.
Account Overage Balance	Wireless	No	Customer Care & Management/Advance Pay	Displays all customers (by account number) that have incurred overage charges relative to their service(s)
Carefree Calling Plan Changes	Wireless	Yes	Customer Care & Management/Carefree	Displays customers with carefree calling that changed their plans in a given month
Payoff Detail	POS	No	Customer Care & Management/Installment Plans	Displays a row for each installment plan payoff transaction performed as a POS or OnlineBill transaction for a particular location for a defined timeframe
Sales Detail	POS	No	Customer Care & Management/Installment Plans	Displays a row for each installment item sold or returned through a POS sales transaction for a particular location for a defined timeframe.
Installment Plans by SKU	POS	No	Customer Care & Management/Installment Plans	Displays total value and outstanding balance for all active plans for a specified SKU or all SKUs
Installment Plans by Account	POS	No	Customer Care & Management/Installment Plans	Displays installment plan details for a specified account or all accounts

Enhanced Address Validation

Note:
The Enhanced Address Validation Audit and Enhanced Address Validation Audit Detail reports are obsolete. Use the Address Validation Audit Log Search in the Audit Log web application instead. Refer the article on Address Validation Search in the IDI Knowledge Center or Audit Log web help for details.

Executive Management

Name	Class	ULT	Folder	Description
ALE Revenue	Wireline	No	Executive Management	For each product, by location, shows number of installs and removals, total installed at end of period, number of pending services and products at end date, and number of active services and products at end date.
Sales Revenue Document	Base	Yes	Executive Management	Displays revenue associated to each sales channel, broken down by sales person assigned to the reported channel.
Standard Sales Document	Base	Yes	Executive Management	Displays a listing of commissions applicable to each reported sales person.

Finance

Name	Class	ULT	Folder	Description
Accounts Receivable Month End Audit	Base	No	Finance/Accounts Receivable	Shows transactional activity that impacts accounts receivable for a specified month
Active Contract Asset Value by Account	Base	No	Finance/Accounts Receivable	Lets you review the current value of the Contract Assets that are applicable to the FASB ASC 606 standard. The report calculates and presents the current Contract Asset Value per Account/Service as of the moment the report is run. Contracts that are no longer active are not included. This report will return data for all accounts unless a specific account number is specified
Active Customers by AR Group	Base	Yes	Finance/Accounts Receivable	Displays the total number of accounts assigned to each AR group.
Adjustments by Batch ID Document	Base	No	Finance/Accounts Receivable	Displays all adjustments per customer (totaled) for the desired timeframe.
Adjustments by Date Document	Base	No	Finance/Accounts Receivable	Displays adjustments (and totals) by customer. The report also provides totals by invoice group. (paper style report)
Adjustments by Date (grid)	Base	No	Finance/Accounts Receivable	Displays adjustments (and totals) by customer. The report also provides totals by invoice group. (grid style report)
Adjustments by Source	Base	No	Finance/Accounts Receivable	Provides a rollup of adjustments for daily reconciliation, auditing and cross-referencing with the Month End Journal Entry report and other reports.
Adjustments by Type Summary	Base	Yes	Finance/Accounts Receivable	Displays a summary of adjustments by type by invoice group
Aging 30-60-90-120	Base	Yes	Finance/Accounts Receivable	Displays all customers who have aging balances of 30, 60, 90 and 120 days. Customer’s status and collections information is included.
Aging Date Specific by Group Document	Base	No	Finance/Accounts Receivable	Displays dozens of aging reports from this one report as it has multiple criteria options to select.
Arrears Document	Base	No	Finance/Accounts Receivable	Displays a cross reference between customer information and past due information.
Average Days To Pay Document	Base	No	Finance/Accounts Receivable	Displays an analysis of a customer’s ability to pay a bill, average and length of time between invoice date and date of payment.
Banks	Base	No	Finance/Accounts Receivable	Displays all banks that have been provided along with their routing numbers
Collections	Base	No	Finance/Accounts Receivable	Lists customers in a specified state of collection, by numerous other criteria including billing cycle, market and balance aging group.
Collections – Customer Account Detail	Base	No	Finance/Accounts Receivable	Displays the current customers (with basic account details) in collections by greatest amount outstanding.
Collections – Customer Status Detail Document	Base	No	Finance/Accounts Receivable	Displays the current customers (with basic account details) in collections by greatest amount outstanding.
Contract Asset Sales Audit	Base	No	Finance/Accounts Receivable	Review and assess those sales and the details that contribute to the calculation of the Contract Asset Value.
Contract Penalties Applied	Base	Yes	Finance/Accounts Receivable	A list of customers who received a penalty(ies) for breaking their contract.
Credit Card Expiration Document	Base	No	Finance/Accounts Receivable	Displays customers whose E-Pay Credit card is about to expire within the entered date range.
Customer Payment Types Document	Base	No	Finance/Accounts Receivable	Displays payment totals by batch number and payment type. Includes a count of subscribers that made payments and a total per batch.
Customers Approaching Credit Limit Document	Base	No	Finance/Accounts Receivable	Displays customers who are currently approaching their respective credit limits.
Customers Over Credit Limit Document	Base	No	Finance/Accounts Receivable	Displays customers who have exceeded their respective credit limits.
Customers with Credit Balances		Yes	Finance/Accounts Receivable	Displays a list of accounts with positive balances.
Deposit Detail	Base	Yes	Finance/Accounts Receivable	Displays a row of deposit data per customer/account number, breakdown of deposit amounts and accrued interest during chosen date range.
Deposit Summary	Base	No	Finance/Accounts Receivable	Displays a summary row of data that is a sum of deposit and interest amounts.
Disputes Document	Base	No	Finance/Accounts Receivable	Displays a listing of those customers who question (dispute) specific charges that appeared on their invoice. Displays charges in dispute or resolved.
E-Pay Bank Accounts by Customer	Base	Yes	Finance/Accounts Receivable	Displays ACH account info (bank name and routing number minimum) by customer so carriers can identify accounts with missing ACH information.
E-Pay Transaction Detail	Base	Yes	Finance/Accounts Receivable	Displays a list of each individual E-Pay transaction as well as customer Information and E-Pay transaction detail.
E-Pay Transaction Summary	Base	Yes	Finance/Accounts Receivable	Displays a count and total amount per E-pay Transaction status.
Finance Charges Applied	Base	Yes	Finance/Accounts Receivable	Displays a list of financial charges applied to an account for the specified date range by invoice group.
Financial Discounts by Customer Document	Base	No	Finance/Accounts Receivable	Displays discount information by discount plan for each customer within a bill period. Discount by billing period and a grand total are presented.
Financial Discounts by Plan Document	Base	No	Finance/Accounts Receivable	Displays a list of pricing plans, including plans that need to be addressed to rate associated records. Provides status as of the day the report is selected.
Forfeited Contract Revenue	Base	No	Finance/Accounts Receivable	Provides the identification of each early-disconnected FASB ASC 606 contract and the resulting amount of forfeited unearned revenue, if applicable. From and To dates must be specified when running this report.
Market Change Balance Detail	Base	Yes	Finance/Accounts Receivable	Provides details on the individual account, its balance, and relevant market change details.
Market Change Balance Summary	Base	Yes	Finance/Accounts Receivable	Provides the sum of the individual account balances grouped by a combination of change to market and change from market for a specified timeframe.
Package Revenue Detail	Wireless	Yes	Finance/Accounts Receivable	Displays a detailed listing by customer of all packages, and the amount of revenue they are bringing into the company on a monthly basis.
Package Revenue	Wireless	Yes	Finance/Accounts Receivable	Displays a listing of all packages and the amount of revenue they are bringing into the company on a monthly basis.
Payment by Customer	Base	No	Finance/Accounts Receivable	A list of all customers, and the types of payments and dollar amount paid during the bill period.
Payments by Batch ID Document	Base	No	Finance/Accounts Receivable	Displays payments made per customer. Batch ID is an optional parameter.
Payments by Date Summary	Base	No	Finance/Accounts Receivable	Displays all payment types used during the selected date range, number of payments of that type, and total dollar amount of the payments for each type.
Payments by Source	Base	No	Finance/Accounts Receivable	Provides a summary of payments for daily reconciliation, auditing and cross-referencing with the Month End Journal Entry report and other reports.
Payments by Type Summary	Base	Yes	Finance/Accounts Receivable	Displays a list of payment types and amounts by invoice group for a specified date range.
Post-Paid Accounts Receivable Daily Balance	Base	No	Finance/Accounts Receivable	This is an audit/summary report used to monitor the daily change to post-paid accounts receivable.
Revenue History	Base	No	Finance/Accounts Receivable	Displays a revenue and product analysis, by supplying a quick breakdown of billed revenue per product per bill cycle.
SBX Export	Base	Yes	Finance/Accounts Receivable	Displays a list of each account, simple contact details, current balance and count of payments made late: (31- 60 days) (61+ days)
Security Deposit Allocation Document	Base	No	Finance/Accounts Receivable	Displays deposit history data per customer/account and details on the return of the deposit to the customer.
Security Deposits Document	Base	No	Finance/Accounts Receivable	Displays a row of deposit detail data per customer/account number for each deposit collected.
Service Type Summary	Base	Yes	Finance/Accounts Receivable	Displays a cost and usage summary by service type, usage type and distance type for the specified bill period.
Write Off Document	Base	Yes	Finance/Accounts Receivable	Displays customers by billing (service) number who have been written off. Each is listed with account number, final bill date and AR aged balances.
Write Off Taxes Document	Base	Yes	Finance/Accounts Receivable	Displays subtotals by tax jurisdiction by state. The subtotals are summed to provide grand totals for the provided setup criteria.
Billed Catalog Items Summary	Base	Yes	Finance/Billing Operations	Displays a list of SKUs with counts and charge totals by invoice group.
Charges Trending by Market	Base	Yes	Finance/Billing Operations	Displays a summary of charges by SKU over a specified number of months.
Compare Two Bill Periods	Base	Yes	Finance/Billing Operations	Displays a side-by-side comparison of criteria from two bill periods.
Compare Usage for Two Bill Periods	Base	No	Finance/Billing Operations	Displays the invoice totals for each customer and is grouped by market and sub-grouped by bill period.
Financial Billing Summary Document	Base	No	Finance/Billing Operations	Provides a billing overview for each customer within a specified date range. It is broken down by market and invoice group for each account number, providing simple financial data.
Minutes of Use Summary By Type	Wireless	No	Finance/Billing Operations	Displays a summary of calls and charges by market, service type and usage type for the specified bill period.
Remaining Contract Value by Contract	Base	No	Finance/Billing Operations	Displays a row for the estimated charges per active contract associated with a contract with a start or end date within a specified time frame.
Remaining Contract Value by Service Type	Base	No	Finance/Billing Operations	Displays a row for the estimated charges per service type associated with a contract with a start or end date within a specified time frame.
Consolidated Balance Sheet Document	Base	No	Finance/Financial Statements	Displays the current amounts of the carrier’s assets and liabilities for a specified month end in a traditional balance sheet format
Consolidated Income Statement Document	Base	No	Finance/Financial Statements	Displays the current amounts of the carrier’s revenues and expenses for a specified month to facilitate calculating net income.
Month End Financial Summary – Assets and Liabilities Document	Base	No	Finance/Financial Statements	Displays a high level summary of assets & liabilities based upon general ledger accounts and customer accounts.
Month End Financial Summary – Revenue, Taxes and Expenses Document	Base	No	Finance/Financial Statements	Displays a high level summary of revenue, taxes and expenses based upon general ledger accounts.
Fiscal Year Journal Summary	Base	No	Finance/General Ledger	Displays a month-by-month total of amounts journalized to each GL account for the specified fiscal year.
General Ledger for Post- Paid Accounts Receivable	Base	No	Finance/General Ledger	This is an audit/summary report of all journal entries made for post-paid payments, adjustments and invoices.
General Ledger Journal Entries Audit	Base	No	Finance/General Ledger	Displays entries that do not balance. Includes a summary line on the grid that totals the debit column and the credit column.
General Ledger Journal Entries Details	Base	No	Finance/General Ledger	Displays a list of all journal entries made for the specified criteria. Includes a summary line that totals the debit column and the credit column.
General Ledger Micro Transactions Summary	Base	No	Finance/General Ledger	Provides a summary grid by “transaction type” of all micro transactions.
General Ledger System Error Audit Summary	Base	No	Finance/General Ledger	Provides a row for each transaction/activity that has incurred a General Ledger system error (where journal entries, and related the debit and credit amounts, for a specific transaction are generated but the sum of the debits do not equal the sum of the credits).
General Ledger System Error Audit Detail	Base	No	Finance/General Ledger	Provides a row for each journal entry of each transaction/activity that has incurred a General Ledger system error with an option to list correctly balanced transactions as well. This lets you see which entries were correctly posted to identify those that were missing and were replaced by the GL system error.
Journalized Adjustments by Source	Base	No	Finance/General Ledger	Provides a breakout of the adjustments on the Month End Journal Entry report for auditing and reconciliation.
Journalized Invoices by Source	Base	No	Finance/General Ledger	Provides a breakout of invoices on the Month End Journal Entry report for auditing and reconciliation.
Journalized Payments by Source	Base	No	Finance/General Ledger	Provides a summary of payments for daily reconciliation, auditing and cross-referencing with Month End Journal Entry report and other reports.
Journalized POS Transactions by Source	POS	No	Finance/General Ledger	Provides a breakout of POS transactions on the Month End Journal Entry report for auditing and reconciliation.
Month End Anonymous GL Journal Entries	Base	No	Finance/General Ledger	Lists anonymous journal entries for the selected month/year and any other specified criteria.
Month End General Ledger Journal Entries	Base	No	Finance/General Ledger	Displays breakout of accruals/reversal entries for future months, journal entries post date for a specified month, and summary line at bottom of grid.
Month End GL Journal Entries by Source	Base	No	Finance/General Ledger	Provides a breakout of the journal entries to cross reference and audit with other general ledger reports.
POS Micro Transactions by GL Subcode	POS	No	Finance/General Ledger	Provides a detailed grid by “POS transaction type” of all POS related micro transactions by location subcode and market subcode.
T-Account Audit	Base	No	Finance/General Ledger	Displays debits and credits for each transaction. Used to satisfy third party general ledger audits.
Deposit Liability Daily Balance	Base	No	Finance/Liabilities	Displays the daily starting balance, changes and ending balance of all the deposits in the system.
Store Credit Liability Daily Balance	POS	No	Finance/Liabilities	Displays the daily starting balance, changes and ending balance of all the store credits in the system.
Reseller Product and Usage Detail	Base	Yes	Finance/Wholesaler & Reseller Reports	Displays applicable product and usage totals by each product (SKU) and/or Usage Type, and then by the customer’s account number (for reseller)
Reseller Product and Usage Summary	Base	Yes	Finance/Wholesaler & Reseller Reports	Displays applicable product and usage totals by each product (SKU) and/or Usage Type (for reseller)
Wholesaler Product and Usage Detail	Base	Yes	Finance/Wholesaler & Reseller Reports	Displays applicable product and usage totals by each product (SKU) and/or Usage Type, and then by the customer’s account number, with columns for Cost and Cost Margins (for wholesaler)
Wholesaler Product and Usage Summary	Base	Yes	Finance/Wholesaler & Reseller Reports	Displays applicable product and usage totals by each product (SKU) and/or Usage Type, with columns for Cost and Cost Margins (for wholesaler)

Inventory

Name	Class	ULT	Folder	Description
MIN Utilization Detail	Wireless	No	Inventory	Displays each MIN in the inventory with its associated status and, if it’s assigned, its associated MDN.
NRUF Exception	Wireline	No	Inventory	Displays service numbers whose inventory has been marked as requiring NRUF reporting and which show up in more than one NRUF inventory.
NRUF Form 502 – U1 Utilization	Wireline	No	Inventory	Lists how each block of 1000 service numbers for nonrural primary carriers is used or not used.
NRUF Form 502 – U3 Utilization	Wireline	No	Inventory	Lists how each block of 1000 service numbers for rural primary carriers is used or not used.
NRUF Sub-Category	Wireline	No	Inventory	Displays a list of each service number and its associated NRUF category and sub-category.
NRUF Summary Forecast	Wireline	No	Inventory	Displays a summary of the utilization of service numbers by rate center.
Service Number Aging	Base	No	Inventory	Displays the service numbers in inventory waiting to become available for reassignment based upon the defined number of grace days.

OnlineBill

Name	Class	ULT	Folder	Description
OnlineBill Accounts	OnlineBill	No	OnlineBill	Displays a list of customers using OnlineBill.

Orders

Name	Class	ULT	Folder	Description
Order Activity	Base	No	Orders	Displays all of the specific details for the requested order.
Order Breakdown by Day	Base	Yes	Orders	Displays a breakdown of orders for each order status by day.
Order Detail Document	Base	Yes	Orders	Displays detailed information about each order submitted for the selected time period.
Order Summary by Group Document	Base	No	Orders	Displays a summary of orders by group including initial and additional grouping (order description, order state, order status, etc.)
Order Threshold by Day	Base	No	Orders	Provides a real-time snapshot as to how fast orders are completing from a trending view point.
Order Type Summary by Week Document	Base	No	Orders	Displays a summary per order type of the statuses by week during the date range selected. Also provides a summary of the Order State (status).
Orders by Product Document	Wireline	No	Orders	Displays all ordered products by description and provides a total by the status (completed, submitted, in process, etc.).
Swap Equipment	POS	Yes	Orders	Displays a row for each swap equipment transaction

POS

Name	Class	ULT	Folder	Description
Inventory Adjustment Detail	POS	No	POS Inventory/Adjustments & Inventory Counts	Displays each SKU per adjustment type on an inventory adjustment for the desired set-up criteria.
Inventory Adjustment Summary	POS	No	POS Inventory/Adjustments & Inventory Counts	Displays a row per inventory adjustment transaction. Each row contains summary information about the inventory adjustment.
Inventory Count Worksheet Document	POS	No	POS Inventory/Adjustments & Inventory Counts	Listing of retail products selected to be manually counted.
Pending Approval Audit Document	POS	No	POS Inventory/Adjustments & Inventory Counts	Beginning and ending detail of the resulting adjustment(s) created by approval of an inventory count.
Pending Approval Audit of Counted Serialized Items	POS	No	POS Inventory/Adjustments & Inventory Counts	One listing of Equipment IDs across all SKUs in the about-to-be-approved inventory count.
Loaner and Rental Inventory Audit	POS	No	POS InventoryLoaners & Rentals	Displays inventory levels of loaner and rental retail products.
Back Office Receipt Number Audit	POS	No	POS Inventory/Management	Displays a row per each transaction performed by POS. This is a simple ‘audit’ report that crossreferences the receipt number with the BO transaction type.
Inventory Activity	POS	No	POS Inventory/Management	Displays a row per SKU per inventory status per selected location. Each row provides a column to display the total quantity (increase or decrease) per the noted transactions over a defined time range.
Location Stock Replenishment	POS	No	POS Inventory/Management	Displays a row per SKU that has a current on-hand quantity that is below the configured restock minimum level for the desired store location.
Master SKU	POS	No	POS Inventory/Management	Displays a row of data per each product in the product catalog that has a SKU.
Serialized Item History	POS	No	POS Inventory/Management	Displays a row per transaction that the SKU/Equipment ID has been included in. This includes BO and Sales Transactions.
Serialized Retail Product History	POS	No	POS Inventory/Management	Displays all serialized items for the location for the serialized SKU and the first inventory transaction recorded for that SKU.
Stock Evaluation Non-Serialized Item Detail	POS	No	POS Inventory/Management	Displays a row per each non-serialized retail product per status in inventory.
Stock Evaluation Serialized Item Detail	POS	No	POS Inventory/Management	Displays a row per each equipment ID (serial number) in inventory per location.
Stock Evaluation Summary	POS	No	POS Inventory/Management	Displays a row per each retail product per inventory status in inventory. This report is a combined list for serialized and non-serialized retail products.
Purchase Order Detail	POS	No	POS Inventory/Purchase Orders	Displays a row per each SKU line item on a purchase order for the desired set-up criteria.
Purchase Order (Document)	POS	No	POS Inventory/Purchase Orders	Displays details for the requested purchase order, including item, description, cost, quantity and extended cost. Also included is the to information and the PO reference number, account number and ship-to information.
Purchase Order Summary	POS	No	POS Inventory/Purchase Orders	Displays a row per purchase order transaction. Each row contains summary information about the PO.
Receiving Detail	POS	No	POS Inventory/Receiving	Displays a row per each SKU line item on a receiving transaction for the desired set-up criteria.
Receiving Summary	POS	No	POS Inventory/Receiving	Displays a row of summary information per receiving transaction.
Return to Agent Transfer Document	POS	No	POS Inventory/Transfers	Displays details for the requested return-to-agent transaction, including item, description and quantity, as well as sales agent name, ship-to information, and return information.
Solicited and Unsolicited Transfer Document	POS	No	POS Inventory/Transfers	Displays details for the requested transfer, including item, description, cost, quantity and extended cost. Also listed is the transfer-to and transfer-from information and the reason.
Transfer Detail	POS	No	POS Inventory/Transfers	Displays a row per each SKU line item on a transfer for the desired set-up criteria.
Transfer Summary	POS	No	POS Inventory/Transfers	Displays a row per transfer transaction. Each row contains summary information about the transfer.
Cash Posting Analysis Document	POS	No	POS Register/Management	Provides a snapshot or summary view of tender data.
EOD Store Detail	POS	No	POS Register/Management	Provides a row per store by reconciled tender type for the chosen dates and location.
EOD Store Summary by Day	POS	No	POS Register/Management	Provides a row per store of user counts, system expected amounts and store overages/shortages for the chosen dates and location.
EOD Transaction Count per Tender Type	POS	No	POS Register/Management	Displays a summary of tender type per store of sales transactions for the chosen dates and location.
Open Register Audit	POS	No	POS Register/Management	Displays a row per each accepted tender type for the register’s location
Open Register Audit Document	POS	No	POS Register/Management	As above in document form
Reconcile Exception (Unreconciled Registers)	POS	No	POS Register/Management	Displays a row for each non-reconciled (open) register for the desired location(s) and date range, validating all registers reconciled prior to GL posting.
Registers	POS	No	POS Register/Management	Displays all the back office register setup information at the store level, by location, plus how many registers are assigned and to whom.
Drawer Detail	POS	No	POS Register/Operations	Provides a row per transaction and tender used for each POS register/drawer No Sale transaction.
Receipt Number Audit	POS	No	POS Register/Operations	Displays a row per transaction performed by POS. It serves as a cross reference between the receipt number and transaction type.
Register Reconciliation Detail	POS	No	POS Register/Operations	Displays the last reconciliation (closed) transaction for registers by tender types for the chosen Location and date range.
Register Reconciliation Summary	POS	No	POS Register/Operations	Displays a row per reconciled register for the chosen Location and date range.
Register Tender Detail Audit	POS	No	POS Register/Operations	Provides a row per tender used for each POS sale and no sale transaction performed. A row is displayed for tender involved in the transaction, including a row for the change amount.
Sales Tender Audit	POS	No	POS Register/Operations	Displays a row per tender used for each POS sale transaction performed.
Transaction Activity Detail Document	POS	No	POS Register/Operations	Displays a formatted layout presentation front office transaction details.
Loaner and Rental Activity	POS	No	POS Sales/Loaners & Rentals	Displays loaner and rental activity for a specified location and date range
Corporate Check Refund	POS	No	POS Sales/Management	Displays a row for every sales return transaction that was tendered to corporate check.
Sales by Associate/Sales Channel by SKU	POS	No	POS Sales/Management	Displays data per sales person (and by location if chosen) per SKU sold.
Sales by Inventory Category	POS	No	POS Sales/Management	Displays sales data per inventory category sold, displaying counts and amounts per assigned inventory.
Sales by SKU	POS	No	POS Sales/Management	Displays sales data per SKU sold. Only products sold that have a SKU are displayed.
Sales Summary by Store by Day	POS	No	POS Sales/Management	Displays sales data per POS location by day; used for measuring store productivity.
Sales Summary by Store	POS	No	POS Sales/Management	Displays sales data per POS location, containing net result counts, amounts of retail and billing products sold, retail discounts, taxes, payments, and deposits.
Sales Summary by User	POS	No	POS Sales/Management	Displays sales data per POS user (clerk) who tendered the sales transaction.
Serialized Retail Product Sales Audit	POS	No	POS Sales/Management	Displays a row for each serialized retail product line item sold or returned through a POS make Sale transaction for a particular location over a specified timeframe.
Sales Detail by Store	POS	No	POS Sales/Operations	Displays sales data per POS location, including counts and amounts of retail and billing products sold, retail discounts, taxes, payments and deposits.
Sales Detail	POS	No	POS Sales/Operations	Displays a row of detail for each line item of a sales transaction, for the selected date range.
Sales Summary	POS	No	POS Sales/Operations	Displays sales data per POS transaction, separating amounts by retail products, retail discounts, taxes, deposits, billed amount total and transaction Total.
Return Receive Detail	POS	No	POS Sales/Return Request & Return Receive	Displays a row of data per POS return receive line Item per transaction.
Return Receive Summary	POS	No	POS Sales/Return Request & Return Receive	Displays a row of data per POS return receive transaction.
Return Request Detail	POS	No	POS Sales/Return Request & Return Receive	Displays a row of data per POS return request line item per transaction.
Return Request Summary	POS	No	POS Sales/Return Request & Return Receive	Displays a row of data per POS return request transaction.
Fulfillment Request Detail	POS	No	POS Sales/Sales Request & Fulfillment	Displays a row of data per POS sales request line Item per transaction.
Fulfillment Request Summary	POS	No	POS Sales/Sales Request & Fulfillment	Displays a row of data per POS fulfillment request transaction.
Fulfillment Sale Detail	POS	No	POS Sales/Sales Request & Fulfillment	Displays a row of data per POS fulfillment sale line Item per transaction.
Fulfillment Sale Summary	POS	No	POS Sales/Sales Request & Fulfillment	Displays a row of data per POS fulfillment sale transaction. A fulfillment sale transaction is the result of a completed fulfillment request.
Sales Request Detail	POS	No	POS Sales/Sales Request & Fulfillment	Displays a row of data per POS sales request line item per transaction.
Sales Request Summary	POS	No	POS Sales/Sales Request & Fulfillment	Displays a row of data per POS sales request transaction.
Sales and Use Tax Summary	POS	No	POS Sales/Taxes	Provides a row of data per sale, return, exchange, and bill payment transaction.
Sales Detail with Taxes	POS	No	POS Sales/Taxes	Displays details for each line item of a sales transaction with additional columns that display tax details.
Sales Request and Use Tax Summary	POS	No	POS Sales/Taxes	Provides a row of data per sales request and return receive transaction.
Sales Request Detail with Taxes	POS	No	POS Sales/Taxes	Provides a row of data per POS sales request and return receive line Item per transaction. In contrast to the Sales Request Detail report, this report provides additional columns for tax details.
Sales Request Summary with Taxes	POS	No	POS Sales/Taxes	Provides a row of data per POS sales request and return receive transaction. In contrast to the Sales Request Summary report, this report provides additional columns for tax details.
Sales Request Tax Summary by Location	POS	No	POS Sales/Taxes	Provides a row per POS transaction (POS sales request and return receive).
Sales Summary with Taxes	POS	No	POS Sales/Taxes	Displays details for each line item of a sales transaction with additional columns that display tax details.
Sales Tax Summary by Location	POS	No	POS Sales/Taxes	Displays a row of retail sales and use tax data per Location per a selected date range.
Tax Exempt Sales Detail	POS	No	POS Sales/Taxes	Provides a row per tax applied per line item of a POS Transaction.
Tax Exempt Sales	POS	No	POS Sales/Taxes	Displays data per sales transaction line item containing any tax exemptions.

Roaming

Name	Class	ULT	Folder	Description
Agreements Reaching Disconnect	Wireless	No	Roaming	Displays roaming partners whose roaming agreements are nearing the end of their contract. (SIDs only).
CIBER Cellsite Usage Type	Wireless	No	Roaming	Displays roaming usage for a bill period by cell site and usage type, with one row for each CIBER record.
CIBER Outcollects by Batch	Wireless	No	Roaming	By day of the week and date, this provides a list of outcollects by carriers with details such as number of calls, minutes and charges, and rate plan information.
CIBER Outcollects by Day	Wireless	No	Roaming	By day of the week and date, this provides a list of outcollects by carriers with details such as number of calls, minutes and charges, and rate plan information.
Incollect (Company) Returns Document	Wireless	No	Roaming	Displays return records by carrier ID that cannot be processed and are tagged as possible returns to be sent to the clearinghouse.
Incollect Document	Wireless	No	Roaming	Displays details of incollect traffic including carrier ID, sequence numbers, record count, minutes and charges by the specified dates.
Incollect Rejections Document	Wireless	No	Roaming	Displays information on records that were received as incollects and were rejected. Totals are grouped by reject code and the reject description.
Incollect Export	Wireless	No	Roaming	Displays the details of incollect traffic including carrier ID, sequence numbers, record count, minutes and charges by the specified dates.
Incollects Rerate	Wireless	Yes	Roaming	Displays a listing of incollect records for a bill period, including minutes at wholesale cost as well as prediscount and postdiscount.
Missing BIDs	Wireless	No	Roaming	Displays incollects that may be rated incorrectly because the serving SID/BID is unknown.
Outcollect (Partner and ARP) Returns Document	Wireless	No	Roaming	Displays a list of CIBER outcollects that are returned by the clearinghouse for various reasons.
Outcollect Document	Wireless	No	Roaming	Displays a list of CIBER outcollects sent to the clearinghouse, including sequence number, number of records, minutes and charges.
Outcollect Export	Wireless	No	Roaming	Displays a list of CIBER outcollects sent to the clearinghouse, including sequence number, number of records, minutes and charges.
Settlement (Document)	Wireless	No	Roaming	Provides a snapshot of outgoing traffic over a specified time period, including the net charges for the associated roaming partner.
Settlement Export	Wireless	No	Roaming	Provides a snapshot of outgoing traffic over a specified time period, including the net charges for the associated roaming partner.
TAP Cellsite Usage Type	Wireless	No	Roaming	Displays roaming usage for a bill period by cell site and usage type, with one row for each TAP record.
TAP Outcollects by Batch	Wireless	No	Roaming	Displays a list of outcollects by carriers with details such as number of calls, minutes and charges, and rate plan information by week and date.
TAP Outcollects by Day	Wireless	No	Roaming	Displays a summary of outcollects by carriers with details such as number of calls, minutes and charges, and rate plan information by week and date.
Unassigned SIDs	Wireless	No	Roaming	Displays SIDs that are not part of a roaming agreement, indicating that the billing cycle is not up to date.

Sales

Name	Class	ULT	Folder	Description
Active Accounts by Sales Person	Base	Yes	Sales	Sales rep identification and code along with the number of active accounts per sales rep. Provides drilldown ability to 2 more levels for customer detail.
Contract Sales Detail by Service Number	Base	Yes	Sales	Displays detail information regarding wireless contract changes to service numbers.
Contract Sales Summary	Base	Yes	Sales	Displays summary information regarding wireless contract changes to service numbers.
Detail Charges by Sales Channel	Wireline	Yes	Sales	Displays detailed information per customer account.
Feature Distribution Summary	Wireless	Yes	Sales	Displays all features (plans, discounts, products, etc.) that are active on the From Date and the change activity through the To Date.
Feature Sales Detail	Base	Yes	Sales	Displays detail information regarding wireless feature changes to service numbers.
Feature Sales Summary	Base	Yes	Sales	Displays summary information regarding wireless feature changes to service numbers.
Orders by Referral Source	Base	Yes	Sales	Displays information on how successful certain promotions are.
Orders Per Sales Rep Document	Base	Yes	Sales	Displays the status of order activity associated to the sales person during the selected date interval.
Orders Per Sales Rep	Base	No	Sales	Displays the status of order activity associated with the sales person during the selected date interval.
Plan Distribution Summary	Wireless	Yes	Sales	Display the plans that are active on the From Date and the change activity through the To Date.
Plan Sales Detail	Base	Yes	Sales	Displays detail information on wireless rate plan changes to service numbers.
Plan Sales Summary	Base	Yes	Sales	Displays summary information on wireless rate plan changes to service numbers.
Sales Order Detail	Base	Yes	Sales	Lists details of order information by sales representatives; can be used to calculate sales commissions.

System

Name	Class	ULT	Folder	Description
Annual Period Report Statistic	N/A	No	System	Internal report, requires BCT permission.
All Invoice Reports	Base	No	System	Displays a list of all invoice reports including report IDs and description.
Assigned Catalog Items	Base	Yes	System	A row for every assigned catalog item on each service.
Assigned Product by USOC	Wireline	Yes	System	A list of products with assigned USOC, with account number, customer name, etc.
Catalog Items by Class of Service	Wireline	No	System	Displays products grouped by class of service predetermined by the customer.
Catalog Items by Exclusive Groups	Base	No	System	A row for every catalog item, by exclusive group, with its description, alias, and other product type information.
Contracts	Base	No	System	Displays all established contracts and includes SKU, description, length, and available and discontinue dates.
Data Management	Base	No	System	A list of all the values and additional information in the Data Management section of Admin Console.
Discounts	Base	No	System	Provides audit information on discounts including description, available and discontinue dates, children, associative type, processing order and GL account.
File Process Log	Base	No	System	A list of system files that were automatically processed by the IDI platform
Hunt Groups	Wireline	No	System	A list of what hunt groups are assigned to what accounts (including hunt activity and telephone/terminal numbers)
Invoice Formats	Base	No	System	Displays details on existing invoice formats including the description, attributes, E-pay logic, and rules.
Order Type Configuration	Base	No	System	Displays information about each order type and the work plans and task plans associated with it.
Pricing Plans	Base	No	System	Displays a layout of pricing plans and their configuration.
Pricing Plans Overview	Base	No	System	Displays all pricing plans and their associated rate plans.
Products and Packages	Base	No	System	Displays a flattened view of the product catalog, showing pertinent details of all products.
Provisioning Companies	Wireline	No	System	Displays provisioning companies, account number and account ID information as well as CIC information.
Rates Summary	Base	No	System	Displays an overview of either all, or specified rate plans with all their associated details.
Retail Products	Base	No	System	A view of all retail products with their SKU and their details.
Sales Channels	Base	Yes	System	Displays data such as name, address, email, start/end date, and parent relationship on sales channels.
Security User Profiles	Base	No	System	Displays a list of users and their security permissions, groups, password changes and related details.
Service Types	Base	No	System	Displays service types and characteristics of inventory rules default billing statuses and tax class and method.

Taxes

Name	Class	ULT	Folder	Description
Billed Taxes	Base	No	Taxes	Displays a summary of the taxes assessed; customer can then drill down to see the specific invoices that contain the selected tax.
Billed Taxes Detail	Base	No	Taxes	Displays specific invoices from a bill period to which the selected tax was applied. Drills down to the customer to whom the invoice belongs.
Product Tax	Base	No	Taxes	Displays taxes assessed, by customer, on chargeable products for the selected bill period.
Product Taxability by Tax ID	Base	No	Taxes	Displays all taxable products and the applicability of the selected tax ID. Drill down on any product to see its detailed product catalog entry.
Retail Tax Log by Market	POS	No	Taxes	Lists retail taxes paid, by market, for the specified date range.
Retail Tax Log	POS	No	Taxes	Displays taxes due to the taxing entities, grouped by state. Tax is included for any sales finalized within the date range or between bill cycle start date and bill cycle end date.
State Overview Document	Base	No	Taxes	Displays all state and local taxes with key details. Listed first are State taxes, followed by county, city and regional taxes.
Tax Basis Details	Base	No	Taxes	Displays a breakdown of all applicable taxes to the selected invoice. Drills down to the customer to whom the invoice belongs.
Tax Changes Detail	Base	No	Taxes	Displays a tax change reason detail with state-level release notes. Individual tax detail data groups by tax release and state.
Tax Changes Document	Base	No	Taxes	Displays a summary heading for the tax release and a subheading for each state including state-level release notes followed by the individual tax detail data for the state.
Tax Changes Summary	Base	No	Taxes	Displays state-level release notes for all tax releases in the specified date range.
Tax Log	Base	No	Taxes	Displays taxes due to the taxing entities, grouped by state. If an invoice group is specified, it displays all taxes due for this group.
Tax Log Summary by Market	Base	Yes	Taxes	Displays taxes due to the taxing entities, grouped by market. If an invoice group is specified, it displays all taxes due for this group.
Tax Updates and Additions	Base	No	Taxes	Displays a listing of all additions or changes to the tax database in the specified interval, grouped by state.
Taxes Per Billing Period	Base	Yes	Taxes	Displays the number of invoices and the total tax amount for any tax affecting the specified billing period. Drill down on any of the displayed taxes to access the invoice details, and from there, the associated customer.

Troubles

Name	Class	ULT	Folder	Description
Trouble Resolution Document	Base	No	Troubles	Displays all closed troubles by resolution type, along with duration information.
Trouble Tickets by Day	Base	No	Troubles	Displays the total number of troubles opened in a specified date range, broken out by day of the week.
Trouble Tickets Hold Document	Base	No	Troubles	Displays all troubles that were ever in a hold state, in the specified date range, by resolution type, along with duration information.
Troubles and Follow-ups Document	Base	No	Troubles	Displays summary information for any open trouble tickets and follow-ups during the specified date range.

Usage

Name	Class	ULT	Folder	Description
All Usage Detail by Customer	Base	Yes	Usage	Displays all usage detail for the selected customer during the chosen date range.
CDR File Summary	Base	No	Usage	Displays a summary with file information, location of all records for each file, and the counts of each location per file.
Cellsite Usage	Wireless	No	Usage	Displays summary of billable wireless usage for all cellsites during specified date range.
Cellsite Usage Document	Wireless	No	Usage	Same as above in document form.
Customer Usage Super Summary	Wireline	Yes	Usage	Displays a history of usage type, distance type and service number.
Data Usage Summary	Wireless	No	Usage	Summary of data usage.
Discounted Usage Per Account	Wireless	Yes	Usage	Displays discounted usage for the specified service number and bill period.
Duplicates by File	Base	No	Usage	Displays the file name, number of duplicates, file format, and initial parse date of files that contain duplicate records.
Excessive Usage	Wireless	No	Usage	Displays customers with excessive home, toll and/or roaming minutes.
High Usage Summary Document	Wireline	Yes	Usage	Displays customers who have a high number of calls – exceeding a specified number of minutes or a specified number of calls.
More Roam Than Home	Wireless	Yes	Usage	Displays roaming call details and identifies customers who are breaking their contract.
Pricing Plan Summary by Market	Wireline	Yes	Usage	Displays the total of calls, minutes, charge and cost grouped by market, pricing plan and usage type.
Purged Records by Request	Base	No	Usage	Displays the number of records that were purged by request.
Service Number Usage History	Wireline	No	Usage	Displays all historical usage details for a selected service number.
Service Type Summary by Market	Wireline	Yes	Usage	Displays a list, by market, of services and their usage type and details.
Terminating Country Super Summary	Wireline	Yes	Usage	Displays detailed usage for international calls by terminating country.
Terminating State Super Summary	Wireline	Yes	Usage	Displays detailed usage for calls by terminating state.
Usage by Billing Period	Wireline	No	Usage	Displays a summary of the usage by billing period ending date.
Usage by Carrier	Wireline	Yes	Usage	Displays each carrier and a summary of their usage by service type, broken down by usage and distance types.
Usage by Carrier by Orig State	Wireline	No	Usage	Displays each carrier and a summary of their usage by service type, broken down by usage and distance types.
Usage by Customer	Wireline	Yes	Usage	Displays a summary of the usage associated with each customer for the selected billing period.
Usage by Customer Region Summary Document	Wireline	Yes	Usage	Displays a summary of the number of calls and minutes used by market, sub-grouped by region for bill period.
Usage by Customer Wireless	Wireless	Yes	Usage	Displays a summary of the billable usage for all wireless customers.
Usage by Day	Base	No	Usage	Displays an overall visual of CDR traffic to be billed for the bill period; can be used to verify that there are no missing CDR records before monthly billing occurs.
Usage by Distance Type	Wireline	Yes	Usage	Displays a summary of a customer’s usage by distance type along with the associated plan.
Usage by Hour	Wireless	No	Usage	Displays, by day, the number of billable call records loaded for the usage file format selected. Can be used to monitor usage traffic trending to see if usage records are missing.
Usage by LATA	Wireline	Yes	Usage	Displays each LATA, service type and usage type, the # of minutes, # of calls and the cost, charge, profit and margin.
Usage Over Threshold	Wireline	Yes	Usage	Displays an evaluation of individual call charges where the amount is in excess of the threshold entered by the user.
Usage Summary by Service Type	Wireline	Yes	Usage	Displays a list, by market, of services and their usage type and details.
Zero Usage by Customer	Base	Yes	Usage	Displays a list of all customers who show no usage for the selected bill period.
Zero Usage by Service Number	Base	Yes	Usage	Displays customers, with service numbers, who show no usage for the selected bill period.

Documentation Index