Optional Reports

You can include additional reports in an Invoice Format. The selection of available reports is in Administration Console:

1. Under Business Rules > Local Services > RateBill > ServerName_RateBill, expand the Invoice Formats node.

2. Expand the desired Invoice Format.

3. Double-click Optional Reports. This displays the Optional Reports window.

   

   The Optional Reports window displays the following information:

   Usage Detail (wireline)	Generates usage detail that is organized by service number and call start time. XML start tag = usage_detail.
   Service Type Summary by Catalog Group	Generates a summary of all the service level charges based on product catalog group.
   Tax Summary	Generates a summary of all taxes and tax extended products.
   Tax Category Summary	Generates a summary of all taxes and tax extended products grouped into major and minor categories.
   Local Usage Detail (wireline)	Generates usage detail that is organized by service number and call start time. This report is a subset of the Usage Detail Report. XML start tag = usage_detail. The details are located in the local_detail tag, under the service_detail tag.
   Account Code Usage Detail (wireline)	Generates usage detail that is organized by account code, service number and call start time. XML start tag = account_code_usage_detail.
   Local Account Code Usage Detail (wireline)	Generates usage detail that is organized by account code, service number and call start time. This report is a subset of the Account Code Usage Detail Report. XML start tag = account_code_usage_detail. The details for this is report are located in the local_detail tag, under the account_code_detail tag and/or account_code_service_detail tag.
   Department Usage Detail (wireline)	Generates usage detail and usage summary by department, account code, service number and call start time. XML start tag = department_usage_detail.
   Local Department Usage Detail (wireline)	Generates usage detail and usage summary by department, account code, service number and call start time. This report is a subset of the Department Usage Detail Report. XML start tag = department_usage_detail. The details for this is report are located in the local_detail tag, under the department_detail / account_code_detail tag and/or account_code_service_detail tag.
   Orig Number Usage Detail (wireline)	Generates G3 usage details by originating service number.
   Wireless Usage Detail (wireless)	Generates wireless usage details by service number, then by call start time within each service number. XML start tag = usage_detail_wireless.
   Wireless Data Detail (wireless)	Generates wireless data details by service number, then by call start time within each service number. XML start tag = usage_detail_data.
   Notes: The Wireless Home Usage Detail report and Wireless Roaming Usage Detail reports are used together. The Wireless Usage Detail MUST NOT be checked when using these two reports. In the Bill Processing Wizard, on the GUI Selection page, to run these two reports you must check Wireless New Charges for Home/Roam Usage Detail. Failure to follow the above instructions results in invalid data in the New Charges and Financial area of the invoice.
   Wireless Home Usage Detail (wireless)	Generates home usage detail by service number and usage start time.
   Wireless Roaming Usage Detail (wireless)	Generates roaming usage detail by service number and usage start time.
   Wireless Messaging Usage Detail (wireless)	Generates messaging usage detail by service number, usage start time.
   Wireless Usage Group Usage Detail	Generates usage detail report grouped by Service Number and Usage Groups. Note The following tables in the usage database must be populated for this report: XMLWirelessUsageGroup XMLWirelessUsageGroupDetail
   Wireless New Charges (wireless)	Generates a new charges report for new account level and service level charges. XML start tag = wireless_new_charges.
   Notes: The Wireless Department Summary and Wireless Pager Department Summary reports use the same xml tags; however, only the Wireless Pager Department Summary includes pager services. If both are selected, the Wireless Pager Department Summary report is generated.
   Wireless Department Summary (wireless)	Generates a summary of plan charges, additional charges, airtime charges, toll charges, roamer charges, data charges, discounts and taxes per department and service number for wireless services.
   Wireless Pager Department Summary (wireless)	Generates a summary of plan charges, additional charges, airtime charges, toll charges, roamer charges, data charges, discounts and taxes per department and service number for wireless and pager services.
   Wireless Discount Summary (wireless)	Generates a wireless discount summary of discounts by service and including allowed minutes, included minutes, overage minutes and charge.
   Wireless Minutes Summary (wireless)	Generates a wireless minutes summary of minutes for discounts associated to services.
   Wireless Usage Type Group Summary	Generates a wireless usage type group summary report. Only Usage types with a charge greater than zero are displayed in the report. Note This optional report requires Usage Type Groups to be set up which requires an AR.
   Wireless Usage Summary	Generates a wireless usage summary of usage type, usage records, duration, and amount.
   Wireless Usage Summary by Service Number (wireless)	Generates a wireless usage summary of usage type, usage records, duration, and amount per service number.
   Wireless Monthly Charges and Minutes Summary (wireless)	Generates a report of charges (recurring charges, non-recurring charges, discounts, and usage summary) grouped by Service Number and Charge Group (Product Catalog Group). Note This report requires Product Catalog Groups to be set up and other changes which require an AR.
   POS BTA Transaction Detail	Generates POS BTA transaction detail by account number and receipt number. The detail will include transactions from the current account and all of the non-invoice responsible children. Note This optional report requires custom kit changes which require an AR.
   Off Hours Usage Detail (wireline)	Generates usage detail for calls with start times greater than (after) 5:00 PM or less than (before) 8:00 AM. XML start tag = hours_usage_detail.
   Department Usage Summary (wireline)	Generates a summary of the number of calls, duration, amount and taxes per department and account code. XML start tag = department_usage_summary.
   Orig Number Usage Summary (wireline)	Generates a summary of usage records, duration and amount per originating number.
   Department Summary (wireline)	Generates a summary of the number of calls, duration and amount (grouped by service number) per department. XML start tag = department_summary.
   Term Country Summary (wireline)	Generates a summary of the number of calls, duration and amount per terminating country. XML start tag = management_report, title = "Term Country Summary".
   Term State Summary (wireline)	Generates a summary of the number of calls, duration and amount per terminating state. XML start tag = management_report, title = "Term State Summary".
   Executive Summary (wireline)	Generates a summary of the number of calls, duration and amount per account code and per service number. XML start tag = management_report, title = "Executive Summary" and "Executive Summary Account Codes".
   LATA Summary (wireline)	Generates a summary of the number of calls, duration and amount per LATA. XML start tag = management_report, title = "LATA Summary".
   Area Code 800 Summary (wireline)	Generates a summary of the number of 800 calls, duration and amount per area code. XML start tag = management_report, title = "Area Code 800 Summary".
   Area Code Ani Summary (wireline)	Generates a summary of the number of ANI calls, duration and amount per area code. XML start tag = management_report, title = "Area Code ANI Summary".
   Time Of Day (wireline)	Generates a summary of the number of ANI calls per each hour of the day. XML start tag = management_report, title = "Time Of Day Summary".
   Time Of Day 800 (wireline)	Generates a summary of the number of 800 calls per each hour of the day. XML start tag = management_report, title = "Time Of Day 800 Summary".
   Service Number Summary (wireline)	Generates a summary of the number of calls, duration and amount per service number. XML start tag = management_report, title = "Service Numbers Without Any Usage" and "Service Number Summary".
   Frequently Called Number Summary (wireline)	Generates a summary of frequently called numbers. XML start tag = management_report, title = "# And More Frequently Called Numbers Summary (Outbound)" and "# And More Frequently Called Numbers Summary (Inbound)". Note The "#" in the "Frequently Called Numbers Summary" titles is replaced with the number specified in Invoice Formats > Configuration.
   Long Duration Usage Summary (wireline)	Generates a summary of long duration calls. XML start tag = management_report, title = "# Minutes And More Long Duration Call Summary (Outbound)" and "# Minutes And More Long Duration Call Summary (Inbound)"). Note The "#" in the "Long Duration Usage Summary" titles is replaced with the number entered in Invoice Formats > Configuration.
   Class of Service Summary (wireline)	Generates a summary of recurring and non-recurring charges by class of service. XML start tag = class_of_service_summary, title = "Class Of Service Summary". Note The "Use Extended Product Detail" option must be selected in Invoice Formats > Configuration.
   Catalog Group Summary (wireline)	Generates a summary of recurring and non-recurring charges by catalog group. XML start tag = catalog_group_summary, title = "Catalog Group Summary".
   Local Usage All Lines (wireline)	Generates a summary of the local usage charges by usage type and distance type combination for the corporate tree.
   Long Distance Usage by Line (wireline)	Generates a summary of the long distance usage charges by service number for the corporate tree.
   Top 10 Frequently Called Numbers (wireline)	Generates a summary of the long distance top 10 frequently called numbers for the corporate tree.
   Usage By Time Of Day Summary (wireline)	Generates a summary of the amount of usage records per hour of the day for long distance calls for the corporate tree.
   Top 10 Frequently Called Area Codes (wireline)	Generates a summary of the long distance top 10 frequently called area codes for the corporate tree.
   Daily Call Summary (wireline)	Generates a summary of the amount of usage records per day of the billing cycle for long distance calls for the corporate tree.
   Top 10 Long Duration Calls (wireline)	Generates a summary of the long distance top 10 long duration calls for the corporate tree.
   Location Charge Summary (wireline and wireless)	Generates a summary of long distance, local, product, conference, taxes and total charges per account for the corporate tree.
   Location Charge Summary Version 2 (wireline and wireless)	Generates a summary of usage charges, MRCs, NRCs, discounts, taxes and total charges for the parent and each non-invoice responsible child account in the corporate tree.
   Long Distance Usage By Location (wireline)	Generates a summary of the long distance usage charges by service type and distance type for the corporate tree.
   Usage by Location (wireline)	Generates a summary of usage charges by usage type and distance for the parent and each non-invoice responsible child account for the corporate tree. Distance type is included for Domestic 1+ and 800 Service usage types. For occurrence based usage types, the duration will always show as zero.
   Taxes By Location (wireline and wireless)	Generates a summary of the tax charges per account for the corporate tree.
   Local Line Itemization (wireline)	Generates a summary of local products per account for the corporate tree.
   Top 10 Cities Called (wireline)	Generates a summary of the long distance top 10 frequently called cities for the corporate tree.
   Monthly Usage By Call Type (wireline)	Generates a summary of the usage by call type (special logic) for the corporate tree.
   Balance Information by Invoice Category (wireline and wireless)	Generates a summary of previous balance, payments, past due, new charges and total due by invoice category.
   Service Type Summary By Distance Type (wireline)	Generates a summary of number of calls, duration and amount per service type and distance type combination.
   Service Type Summary by Terminating Country (wireline)	Generates a summary of number of calls, duration and amount per terminating country.
   Service Type Summary by Terminating LATA (wireline)	Generates a summary of number of calls, duration and amount per distance type and terminating LATA combination.
   Service Type Summary by Originating LATA (wireline)	Generates a summary of number of calls, duration and amount per distance type and originating LATA combination.
   Payphone Surcharge Summary (wireline)	Generates a summary of number of calls and amount per usage type and distance type combination for Payphone Surcharge usage types.
   Wireline New Charges (wireline)	Generates a wireline new charges report that has new service level charges.
   Usage Type and Distance Type Summary (wireline)	Summarizes all of a customer's usage by Usage Type and Distance Type. XML start tag = usagetype_distancetype_summary.
   Invoice Category Summary (wireline)	Summarizes recurring and nonrecurring charges by Invoice Category. XML start tag = invoice_category_summary.
   Bonus Discount Summary	Generates a bonus discount summary for account and service level bonuses showing the bonus type and amount.
   Conference Call by Service Number (Raindance RD2 FE Only)	Summarizes conference all usage grouped by service number and account code.
   Conference Call by Term Place (Raindance RD2 FE Only)	Summarizes conference all usage grouped by terminating place and account code.
   Conference Call Usage Detail (Raindance RD2 FE Only)	Generates conference call usage detail by service number and call start time.
   Corporate Account Billing Summary	Generates a corporate account billing summary report that includes the IR parent and NIR children (IR children are excluded from this report).
   Tax Type Summary	Generates a tax summary report that groups taxes by Federal, State, County, City, and Surcharges.
   Invoice Category New Charges Summary	Generates a new charges report that groups all usage, recurring charges, non-recurring charges, and discounts into one total per invoice category.
   Invoice Category New Charges Detail	Generates a report to show all recurring charges, non-recurring charges, and discounts grouped by invoice category, service type and service number.
   Invoice Category Rate Plan Usage Summary	Summarizes usage grouped by invoice category and rate plan.
   Invoice Category Usage Type Usage Summary	Summarizes usage grouped by invoice category and usage type.
   Conference Call Conference ID Summary	Generates a report to summarize conference call usage by conference ID and order by call start time.
   Pricing Plan Usage Summary	Generates a report to summarize usage by pricing plan, unit type and usage type.
   Pricing Plan Service Usage Summary	Generates a report to summarize usage by service number, pricing plan, included / overage / toll, unit type, and usage type.
   Customer Product Charges Summary	Generates a report to summarize usage by customer account, product name, and total charge aggregated for all services.
   Customer Discount Summary	Generates a report to summarize discounts by customer account, discount name, allowed units, used units, and amount billed aggregated for all services. Usage not associated to an actual discount is associated to a zero-amount discount. Note Zero-amount discounts must be assigned to all customers to cover all usage for voice, data, and text not associated with an actual discount.
   Service Discount Summary	Generates a report to summarize discounts by service, discount name, allowed units, used units, and amount billed for each service. Usage not associated to an actual discount is associated to a zero-amount discount. Note Zero-amount discounts must be assigned to all customers to cover all usage for voice, data, and text not associated with an actual discount.
   Customer Reward Points Summary	Generates a report to summarize reward points by customer account and the current balance.
   Contract Summary	Generates a report to summarize contracts by service, discount name, and end date. Note Expired contracts are included only if the number of months after it expired is less than or equal to the number set in Config Console.
   UsageType as MRC Groups Summary	Lets you present specified Usage Types in the MRC section on Invoices. See Presenting Usage as MRCs on Invoices.

4. Select the desired report(s) to include with the invoice format

5. Click Save.