CAAB Management Reports
Contents
1. 10 43 MOBILE TA T quamet iind E E SRPHEUndb DUUM H URINE t NNNM 11 4 4 CHARGE CODE BY CHARGE 12 45 CHARGE CODE BY SERVICE TYPE iex axe riae ni Fco VEN Drev UE Ka ERI RD Ea 13 4 6 DEPARTMENT SUMMARY BY SERVICE NUMBER ccccccceeeeseceeeeeeececeeessaeeeeeeeeeesesestaeeeeeeeeeeeeneesaas 14 47 DEPARTMENT SUMMARY BY SERVICE TYPE nennen nnne nnne nnne nnns 15 4 8 Charles Sturt University COMMS ACCOUNTS OVERALL DEPARTMENT SUMMARY DNO UNIES 16 Charles Sturt University W INTRODUCTION 1 Comms Accounts Management Reports provides Budget Centre Managers access to the communications charges and usage details of the sections they manage Through web based reports you can access billing and usage information relating to communications services allocated to your Section School Department This includes Telephone Extensions Mobile Services Data Services Internet Usage and other Inventory items managed by the Comms Accounts database Management Reporting compliments the End User Reporting service which provides communications charges and usage information to end users Staff Please see the Comms Accounts End user Reporting user guide for more i2. To run the report 1 Loginto management Reports 2 From the report tree on the left select Business Period 3 Select Charge Code by Charge Type e This will display the Charge Code by Charge Type report form on the right of screen 4 Select the date range required 5 Enter the charge code s using the selection button e his will display the picker selector window e Use the Charge Code box to search by charge code or browse the list e Press the filter button if searching by charge code e Use the tick box to select the Charge code from your filtered list and select Submit 6 Press Execute up the top right of the form to run the report CH comms accounts csu edu au ManagementReports P X TSA Software Solutions M m x Convet v select Charles Sturt University Management Reports Home Charge Code By Charge Type Web Reports EzExtension Charles Sturt University W All Charges for a Billing Period summarised by Department ChargeCode and Charge Type iCall Charges By Extension EMobile CalendariD 2011 04 Fri01Apr2011 To Sat 30 Apr 2011 Charge Code By Charge Type Code By Service Type Department Summary By Service Number Department Summary By Service Type Overall Department Summary C3Additional Reports Enter a value for the CalendarlD Enter a value for the Bus Unit Path Bus Unit Path 5 Enter a value for t
3. e date you require the report to cover based on calendar month e The charge code you need to report on i e A102 6358 To run the report 1 Loginto management Reports 2 From the report tree on the left select Business Period 3 Select Department Summary by Service Number e This will display the Department Summary by Service Number report form on the right of screen 4 Select the date range required 5 Enter the charge code s using the selection button e his will display the picker selector window e Use the Charge Code box to search by charge code or browse the list e Press the filter button if searching by charge code e Use the tick box to select the Charge code from your filtered list and select Submit 6 Press Execute up the top right of the form to run the report x emm BE Charles Sturt Charles Sturt University Wi University Management Reports Home Department Summary By Service Number Web Reports Extension Call Charges By Extension Enter a value for the CalendarlD Mobile A CalendariD Active Period Fri01Jul2011 To Sun 31 Jul 2011 Business Period Code By Charge Code By Service Department Summary By Service Bus Unit Path Number Department Summary By Service Type Overall Department Summary Additional Reports NECUTE All Charges for a Billing Period summarised by Department and Service Number Enter a value
4. up the top right of the form to run the report Charles Sturt University Management Reports amp Home Charge Code By Service Type E Web Reports Extension Charges By Extension Mobile g Enter a value for the EMobile Calls By Staff CalendarlD 2011 06 Wed 01 Jun 2011 To Thu 30 Jun 2011 Business Period Code By Charge Type S Charge Code By Service Type Enter a value for the Bus Unit Path Department Summary By Service Bus Unit Path Number Department Summary By Service Enter a value for the Charge Code E Overall Department Summary A102 6358 Additional Reports Charge Code Enter a customised report label that will appear under the main report title All Charges for a Billing Period summarised by Department ChargeCode and Service D Charles Sturt University Custom Report Label The maximum number of records to return in the report Maximum Record Count Page 13 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University Wi 4 6 DEPARTMENT SUMMARY BY SERVICE NUMBER The Department Summary by Service Number report will allow a budget manager to produce a report showing a summary of charges to a charge code Business Unit Tree displayed against each item individually To produce this report from the system it is necessary to specify the following
5. BY STAFF The Mobile Calls by Staff report will allow a budget manager to produce reports showing detailed call information for external mobile extensions This report is recommended when further information is required after running one of the summary reports Department Summary or Charge Code reports To produce this report from the system it is necessary to specify the following e The date you require the report to cover e The mobile phone service number you want to report on this can be multiple numbers To run the report 1 Log into management Reports 2 From the report tree on the left select Mobile 3 Select Mobile Calls by Staff e This will display the Mobile Calls by Staff report form on the right of screen 4 Select the date range required 5 Enter the mobile Service Numbers using the selection button e This will display the picker selector window e Use the Mobile box to search by number or the list to search by the users Name e Press the filter button if searching by number e Use the tick box to select the Mobile from your filtered list and select Submit 6 In the Select the report type Section at the bottom of the form select the Detail option to give a detailed call record for the selected mobile phones 7 Press Execute up the top right of the form to run the report CO Se Keep this page open to mainta TSA Software Solutions M hk amp D
6. Charles Sturt Charles Sturt University University Management Reports Home Mobile Calls By Staff B Web Reports Mobile EMobile Calls By Staff Business Period Additional Reports Page 11 of 16 E Charge Code By Charge Type Charge Code By Senice Effective Date Calendar v 2011 06 Wed 01 Jun 2011 To Thu 30 Jun 2011 Department Summary By Serice B Number Department Summary By Service ype Enter a value for the Display Name EOverall Department Summary Display a mobile billing report Enter a value for the Effective Date Display Name Enter a value for the Service Number Service Number 0409242179 2 Enter a customised report label that will appear under the main report title Custom Report Label The maximum number of records to return in the report Maximum Record Count Select the report type 9 Detail gt Summary Management Reports User Manual 1 4 28 August 2012 4 4 Wi Charles Sturt University CHARGE CODE BY CHARGE TYPE The Charge Code by Charge Type report will allow a budget manager to produce a report showing a summary of charges to a charge code grouped by charge type local call rental etc To produce this report from the system it is necessary to specify the following The date you require the report to cover based on calendar month The charge code you need to report on i e A102 6358
7. for the Bus Unit Path B Enter a value for the Charge Code Charge Code A102 6358 Enter a customised report label that will appear under the main report title Custom Report Label The maximum number of records to return in the report Maximum Record Count Page 14 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University Wi 4 7 DEPARTMENT SUMMARY BY SERVICE TYPE The Department Summary by Service Type report will allow a budget manager to produce a report showing a summary of charges to a charge code Business Unit Tree grouped by Service type mobile fixed extension Data Devices User logins etc To produce this report from the system it is necessary to specify the following e The date you require the report to cover based on calendar month e The charge code you need to report on i e 102 6358 To run the report 1 Log into management Reports 2 From the report tree on the left select Business Period 3 Select Department Summary by Service Type e This will display the Department Summary by Service Type report form on the right of screen 4 Select the date range required 5 Enter the charge code s using the selection button e This will display the picker selector window e Use the Charge Code box to search by charge code or browse the list e Press the filter button if searching by charge code e Use the tick box to select the Charge cod
8. view detailed usage based on a mobile phone A Budget Centre Manager would run this report to get further information about the usage of an external mobile device N B Charges shown with this report are based on the Telstra billing calendar and date ranges will vary slightly with the CSU Calendar month This report provides an overview charges for a department grouped by Account Code Charge Code It is further grouped by the type of charge A Budget Centre Manager would run this report to get further information about the types of calls being made Local national mobile and rental charges This report provides an overview charges for a department grouped by Account Code Charge Code It is further grouped by the Service type mobile fixed line etc A Budget Centre Manager would run this report to get a good overview of the costs incurred by their section sorted by Mobiles fixed line extension etc This report provides an overview of all devices under the specified Charge Code Business Unit tree sorted by phone number A Budget Centre Manager would run this report as a starting point giving them a good breakdown of each individual items rental charges and usage costs This report provides an overview of all devices under the specified Charge Code Business Unit tree A Budget Centre Manager would run this report to get a good overview of costs incurred in a whole section with multiple charge codes This report
9. 28 August 2012 Charles Sturt University Wi 3 2 HOW TO GENERATE MANAGEMENT REPORTS GENERAL INFORMATION Comms Accounts Management Reports are set out in the following way as shown below The left of the screen shows a folder tree containing the available reports The right side of the screen displays the report form for the currently selected report on the left p G e http comms accounts csu edu au ManagementReports default aspx TSA Software Solutions M x Convert PP Select D Charles Sturt University Management Reports Home Call Charges By Extension Web Reports Extension EiCall Charges By Extension Mobile Business Period Additional Reports Charles Sturt University Call details and actual cost grouped by call destination for each selected extension Detail or summarised by extension Enter a value for the Call Date Call Date Calendar v 2011 05 Sun 01 2011 To Tue 31 May 2011 Enter a value for the Extension Extension 000 19788 Enter a value for the Bus Unit Path Bus Unit Path Enter a value for the Call Call Type Enter a value for the Dialled Number Dialled Number Y Enter a customised report label that will appear under the main report title Custom Report Label The maximum number of records to return in the report Maximum Record Count Management Reports Select Report Parameter
10. 9 00 04 18 Browne Darren 000 34012 00 03 59 Bull Kelly 000 84684 00 06 03 Burrow 000 84037 00 04 24 Anthony Cain Brian 000 32370 00 04 03 Case Melinda 000 57312 00 06 15 Christian Mr 000 84950 00 07 14 Heath Cottee Dorothy 000 84221 00 05 13 Davis Gina nnn 84894 34 00 02 16 The Control Bar allows you to M e Jind iNest Selecta format Jewot c Show Hide the Document Map id 4 lofi b Goto Page First Prev Number Next Last Goto Parent Report 10095 Zoom in out sd Find Next Search Report Select a format Export to new format Refresh Report Print Report The Document Map left panel allows you to navigate the report by section titles Page 7 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University W 3 4 EXPORTING REPORTS TO YOUR PC Comms Accounts Management Reports can be exported from the default format to other common formats for further analysis and investigation purposes From the Control Bar select the Export dropdown Select a format Export XML file with report data CSV comma delimited TIFF file Acrobat PDF file Web archive Excel Select the required format Click Export In anew window you will be given the option to Open or Save as a new file 3 5 GLOSSARY For a glossary of terms including various Telstra charge codes please see the Glossary of Terms doc
11. Charles Sturt University COMMS ACCOUNTS Wi COMMS ACCOUNTS MANAGEMENT REPORTS User Manual August 2012 Version 1 4 W 1 INTRODUCT ION mc 3 Ld O EM Ta URE IN EINE oea eclectic yearn ep dtu 3 2 SECURITY CONCERNS wisciscscesccsicanicsccctnseccsstcssscsatescicaceuaszcccancevcasiesstisecuiessacecacincstessvcciduaaciasdnieteasen 4 IT usgeupe 4 22 cDATAMISIBIEULY 4 3 USING MANAGEMENT 5 3 1 HOW TO ACCESS MANAGEMENT REPORTS 0ccccccceccccssssssceeeeeeceecessesneeeeeeeeeeeessnsssaeeeeeeeeeeesneraaes 5 3 2 HOW TO GENERATE MANAGEMENT REPORTS GENERAL 6 3 3 NAVIGATING GENERATED MANAGEMENT REPORTS ccccseeesseeececeessseeececcessseeeeeeccssueeeeesesseeeeeeeens 7 3 4 EXPORTING REPORTS TO YOUR 8 OS 8 4 UNDERSTANDING THE DIFFERENT 9 Zo JOSUMMARYSOREACEUREPOR E UBER 9 4 2 CALL CHARGES BY EXTENSION
12. e from your filtered list and select Submit 6 Press Execute up the top right of the form to run the report 0 7 c c es TSA Software Solutions M hk D Charles Sturt University Management Reports Home Department Summary By Service Type Web Reports Extension E Call Charges By Extension al sada CalendariD 2011 06 Wed 01 Jun 2011 To Thu 30 Jun 2011 Business Period ECharge Code By Charge E Charge Code By Service Type Department Summary By Service Bus Unit Path Number Department Summary By Service Type Overall Department Summary Additional Reports Charles Sturt University All Charges for a Billing Period summarised by Department and Service Type Enter a value for the CalendarlD Enter a value for the Bus Unit Path B Enter a value for the Charge Code Charge Code A102 6358 Enter a customised report label that will appear under the main repot title Custom Report Label The maximum number of records to return in the report Maximum Record Count Page 15 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University Wi 4 8 OVERALL DEPARTMENT SUMMARY The Overall Department Summary report will allow a budget manager to produce a report showing a Summary of charges to a group of Charge codes Business Unit Tree To produce this report from the system it is
13. he Charge Code Charge Code A102 6358 Enter a customised report label that will appear under the main report title Custom Report Label The maximum number of records to return in the report Maximum Record Count Page 12 of 16 Management Reports User Manual 1 4 28 August 2012 Wi CHARGE CODE BY SERVICE TYPE 4 5 Charles Sturt University The Charge Code by Service Type report will allow a budget manager to produce a report showing a summary of charges to a charge code grouped by service type Extension Mobiles Data Devices etc To produce this report from the system it is necessary to specify the following The date you require the report to cover based on calendar month The charge code you need to report on i e A102 6358 To run the report 1 2 3 1 amp Convert v F Select Log into management Reports From the report tree on the left select Business Period Select Charge Code by Service Type e This will display the Charge Code by Service Type report form on the right of screen Select the date range required Enter the charge code s using the selection button e This will display the picker selector window e Use the Charge Code box to search by charge code or browse the list e Press the filter button if searching by charge code e Use the tick box to select the Charge code from your filtered list and select Submit Press Execute
14. he user e hen select the filter button e Use the tick box to select the Extension User from your filtered list and select Submit 6 Select the Call Types you want included using the selection button Leaving the field blank includes all calls L e e his will display the picker selector WI n d OW amp Home E Call Charges By Extension B e U S e t h e tick boxe S NE By Business Unit By Business Unit Ca3Staff to S e ct t h e C a eExtension a Enter a value for the Call Date 27 PN Call Date Calendar 2011 04 Fri01Apr2011 To Sat30 Apr 2011 Types yOU wish to C3Business Period Additional Reports n ci u d e n t h E 000 19788 m report and select Enter a vole fr the Dus Uni Path submit 7 Inthe Select the report S cti O n at th e Enter value for the Dialled Number bottom of the form select T Call details and actual cost grouped by call destination for each selected extension Detail or summarised by extension the Detail option to give a detailed call record for The maximum numer of records to etum in th the selected extensions 8 Press Execute the top right of the form to run the report Page 10 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University 4 3 MOBILE CALLS
15. necessary to specify the following e date you require the report to cover based on calendar month he charge code you need to report on i e A102 6358 OR e The Business Unit you need to report on i e 100 6350 To run the report 1 Loginto management Reports 2 From the report tree on the left select Business Period 3 Select Overall Department Summary e This will display the Overall Department Summary report form on the right of screen 4 Select the date range required 5 Enter the charge code s Business Units using the selection button e This will display the picker selector window e Use the search box to search or browse the list e Press the filter button if searching e Use the tick box to select the item you want from your filtered list and select Submit 6 Press Execute up the top right of the form to run the report e b http comms accounts csu edu au ManagementRepo rts p v x this page open to mainta e TSA Software Solutions M x Convert Select D Charles Sturt University Charles Sturt University Management Reports Home Overall Department Summary Web Reports Ens Department Summary in Total iCall Charges By Extension bees CalendarlD 2011 06 gt Wed 01 Jun 2011 To Thu 30 Jun 2011 Business Period Code By Charge Charge Code By Service Type gm Summary By Service Bu
16. nformation Reports can be exported to multiple formats to suit the needs of the user Eg XML PDF Excel spread sheet etc To access the CAAB Management Reports go to http comms accounts csu edu au ManagementReports 1 1 SYSTEM REQUIREMENTS Comms Accounts are accessed via a Web interface using Internet Explorer 8 or later running under Windows Comms Accounts reports will not work correctly with other web browsers Page 3 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University 2 SECURITY CONCERNS 2 1 USER AUTHENTICATION Authenticate to Comms Accounts Management Reports using your normal CSU Username and Password The webpage will attempt to authenticate you automatically using the login credentials you used to log into your PC However you may be prompted for your Username and Password when accessing the webpage from a PC not on the CSU domain If you have any problems accessing your Charge code or business unit please call the DIT service desk on 84357 and log a request to have this corrected 2 2 DATA VISIBILITY It is important to note that access to Management Reports does not automatically provide global permissions to data from all departments Users are typically granted permissions based on their organisational role and as such cannot view data pertaining to members outside their visibility Eg Business Unit managers have full visibility over all data for members
17. of the Business Unit However they would have no visibility over data for members outside the Business Unit Running a report for a Business Unit outside the scope of the users role will typically yield an empty report Notes on Comms Accounts Management Reports data e Data changes in End User Reporting are not retrospective If you request changes to the details of communications devices those changes will be made at the given date and will apply to all future bills Any applicable old charges will not change on previously issued bills Page 4 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt Wi University 3 1 HOW TO ACCESS MANAGEMENT REPORTS To access Comms Accounts Open Internet Explorer and navigate to htip comms accounts csu edu au ManagementReports f prompted enter your Username and Password You Will be presented with the Management Reports main page below gt http comms accounts csu edu au ManagementReports default aspx TSA Software Solutions X i x Convert v Select D Charles Sturt Charles Sturt University University Management Reports Home Web Reports to Manacement C3Extension bins anser assa ouk ia L CSUMAIN abeeson Mobile um dis Business Period Company Charles Sturt University Additional Reports Management Reports Login Page 5 of 16 Management Reports User Manual 1 4
18. provides an executive summary budget overview for a whole section It s designed to be run by a budget manager with numerous charge codes and provides a tree style breakdown grouped by organisational units with subtotals given at each level Management Reports User Manual 1 4 28 August 2012 Charles Sturt University 4 2 CALL CHARGES BY EXTENSION The Call Charges by Extension report will allow a budget manager to produce reports showing detailed call information for internal extensions This report is recommended when further information is required after running one of the summary reports Department Summary or Charge Code reports To produce this report from the system it is necessary to specify the following e he date you require the report to cover e he phone extension you want to report on this can be multiple numbers e The call type if you want to filter out in certain calls such as International calls To run the report 1 Log into management Reports 2 From the report tree on the left select Extension 3 Select Call Charges by Extension e This will display the Call Charges by Extension report form on the right of screen 4 Select the date range required 5 Enter the extensions using the selection button e This will display the picker selector window e Leave the site box set as Please Select a site e Use the extension box to search by extension or the directory box to search by t
19. s In general to run a report you will need to do the following Choose the report you wish to run from the report tree Fill in the required detail in the report form Selecting will open a popup with all available options for each field c Set options as required and Submit to save and return to the main report form Enter a Custom Report Label optional Select a Report Type if applicable Click A to Execute the report Reports will open in a separate window for each new report generated Some reports may take some time to generate so please be patient Page 6 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University Wi 3 3 NAVIGATING GENERATED MANAGEMENT REPORTS Generated Management Reports can be navigated using the Control Bar top or Document Map left panel 14 1 Find Next Select a format Export 2 g 100 6350 6355 100 6350 100 6350 6355 100 6350 6355 6358 Sub Unit No Inc Calls Out Calls Total Calls Sub Units for this Business Unit 6358 Technology Integration Totals Extensions for this Business Unit There are no extensions for this business unit 100 6350 6355 6358 Sub Units for this Business Unit There are no sub units for this business unit Extensions for this Business Unit Dir Name Extension No Inc Calls Out Calls Total Calls Beeson Mr 000 19788 00 03 51 Ayden Benton Mr Larry 000 19913 00 05 10 Brown Tim 000 8423
20. s Unit Path 100 6350 umber Enter a value for the CalendarID Enter a value for the Bus Unit Path Department Summary By Service Enter a value for the Charge Code 3 Overall Department Summary Ch Additional Reports Chage Cade 1 Enter a customised report label that will appear under the main report title Custom Report Label The maximum number of records to return in the report Maximum Record Count Page 16 of 16 Management Reports User Manual 1 4 28 August 2012
21. ument Page 8 of 16 Management Reports User Manual 1 4 28 August 2012 Charles Sturt University 4 1 SUMMARY OF EACH REPORT 4 UNDERSTANDING THE DIFFERENT REPORTS Comms Accounts Management Reports provide a variety of information with each report suited to a different task Information ranges from a high level overview of a whole section all the way down to individual usage on a single item Understanding which report provides the required information will make your reporting job easier The reports provided by the system are as follows Business Period Page 9 of 16 Call Charges By Extension Recommended to get further detail on an extension Mobile Calls By Staff Recommended to get further detail on a mobile Charge Code By Charge Type Recommended for Team Leaders Manager HoS level staff Charge Code By Service Type Recommended for Team Leaders Manager HoS level staff Department Summary By Service Number Recommended starting report for all budget managers Department Summary By Service Type Recommended for Dean Director level staff Overall Department Summary Recommended for Deans Executive Director level staff This report will allow you to view detailed usage based on an extension A Budget Centre Manager would run this report to get further information about the usage of an individual internal phone extension This report will allow you to
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