---
title: "Optional Reports"
slug: "optional-reports-1"
updated: 2026-08-10T20:16:10Z
published: 2026-08-10T20:16:10Z
canonical: "help.idibilling.com/optional-reports-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![OptionalReports](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/66328.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

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] > 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] > 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] > 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] > 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] > 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] > 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] > 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] > 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] > 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] > 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. |

1. Select the desired report(s) to include with the invoice format
2. Click **Save**.