Reports: I-Billing for Business

With I-Billing, you can get detailed information about charges and call history for your business. Check out our guides below to find out how to use this powerful tool.

 

To get started with I-Billing, check out our I-Billing portal to log in, sign up, or reset your password.

 

 

Statements

Use this to view information for the last 12 months of charges.

 

  • To view statements, select Statements from the menu. The most recent statement will automatically display.
  • To view line details, select the month in the "Statement" drop-down and click Expand Statement.
  • To compare statements, select the statement date for the month you want to compare from the "Month" drop-down and the time period in the "Compare" drop-down.

 

 

Cost Allocation report

Select Cost Allocation from the Reports drop-down to see how charges are divided in your hierarchy.

 

  • To view a hierarchy, select the statement month from the Data drop-down. Drill down into a branch to see charges at the subscriber level.
  • To export report data:
    1. Select Export.
    2. Select the format.
    3. Click OK.

 

 

Spend reports

I-Billing Spend can be pulled using a Subscriber Summary Report from either the Summary Reports page or the Detail Reports page in I-Billing. Either of these reports can be customized to present the data in a variety of ways.

 

Spend Summary

Summarized by month and account. Make sure accounts are linked prior to running a report for multiple accounts.

 

  1. From the "Summary Reports" page, click Add Report.
  2. Select Start with a copy of an existing report: Subscriber Summary report type and click Continue.
  3. Group the report by Month. Subgroup the report by Account Number.
  4. Select Save.

 

Spend Detail

Summarized by Month, Account, and Subscriber. Make sure accounts are linked prior to running a report for multiple accounts.

 

  1. From the "Detail Reports" page, click Add Report.
  2. Select Start with a copy of an existing report: Subscriber Summary report type and click Continue.
    • Sort 1 by Statement Date.
    • Sort 2 by Account Number.
    • Sort 3 by Type.
    • Sort 4 by Subscriber Number.
  3. Click Save.
  4. You may need to order this report since it can be lengthy. Select the Order Report icon for the new report from the Detail Reports page.
  5. Order the report as CSV format and select All Data from the drop-down to include all available records.
  6. Select Submit Order.
  7. When the order is complete, select the report from the "Report Orders: Completed Orders: page to save to your computer.

 

 

Summary Reports & Details Reports pages (add, edit, order, or view reports)

Select Summary Reports or Detail Reports from the Reports drop-down in the menu to access the reports page.

 

Add a report

  1. Click Add Report from the "Summary Reports" or "Detail Reports" page.
  2. Select Start a new report of type or Start with a copy of an existing report and click Continue.
  3. Enter a name for the report.
  4. Select a Default Filter from the drop-down or select None.
  5. Select type(s) of information to sort by from the drop-down menus.
  6. Select to include or exclude specific columns from the report.
  7. Select Share this report if you want to share this report with other users.
  8. Click Save. The report is generated and saved.
  9. To view your report, go to the Summary Reports page and select the report.

 

Edit a report

  1. From the Summary Reports page or Detail Reports page, select the Edit Report icon.
  2. Make any changes to the report type.
  3. Click Save. The edited report type is displayed on the corresponding reports page.

 

Order a report

Ordering means setting the scope, frequency, and format of a report.

 

  1. From the "Summary Reports" or "Detail Reports" page, click the Order Report icon.
  2. Select the hierarchy level, data (month), and filter.
  3. Select One-time or Monthly to produce this report just once or every month.
  4. Choose the file format and page layout. I-Billing defaults to CSV in portrait format.
  5. Select the number of rows to return. Select All data to return all rows.
  6. Select the desired Notification option for actions that occur when the report is completed.
  7. Click Submit order.

 

View a report

  1. From the "Summary Reports" or "Detail Reports" page, click the report name.
  2. Select a month from the Data drop-down.
  3. Select the hierarchy level from the Level drop-down.
  4. Select a filter from the Filter drop-down.