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Call Accounting Reports

This report is a simple one, and is generated to show income and how that income is derived. The report contains a breakdown of all completed calls on this phone, within the specified time frame. The calls are divided into: Coin Calls, Non Coin Calls, Special Calls, Route Calls (if Use Routes was checked), and Phone Totals. Checking Use Routes reorganizes the list by pulling calls out of the Coin Calls, Non Coin Calls, and Special Calls that were rerouted. These calls are then listed under an added heading, Route Calls, and are subcategorized by route number (found in the Route Assignments window).

To create an audit CDR report (if it is already listed in the table, skip to step 3):

1. Open the Edit, View, and Print Reports window by clicking the Reports button in the Navigator or Navbar.

2. Click the New Record button, type the name for the report, and select Audit CDR from the pull-down menu. Click OK.

If the report type already exists in the list, select it, then continue below.

3. Select one of the three radio buttons: Detail Only, Summary of All Phones, Detail and Summary. Detail Only will give a detailed report on each phone, Summary of All Phones will give the totals and averages for all of the phones combined, and Detail and Summary will perform both of the previous actions. Each of the three options will produce results conforming to the description in the following paragraph.

4. Check Use Routes to include routing information in the report.

5. If option 1A5 is checked in the Unassigned tab of the Options window (and the phone has been updated with this option), then the Call Type is recorded within the Call Detail Record. The advantage of this is that the Call Accounting window and the Call Accounting report break down the Coin Calls and 0+ calls by Call Type. If this option is not checked, the Call Accounting window (and report) list all Coin Calls by the subheading Miscellaneous, and lists 0+ calls under the Special Calls heading. Again, if Use Routes is checked, calls will be pulled out of the Coin Calls, Non Coin Calls, and Special Calls that were rerouted. These calls are then listed under an added heading, Route Calls, and are subcategorized by the route number.

Another benefit of option 1A5, recording Call Type within the CDR, is that CDR can be collected from the phone by Call Type. This saves time during polling, which saves money. To do this, use the Collect CDR column in the Call Processing window and select the Call Types that should be retrieved.

Note: Recording and collecting CDR by Call Type is only available when using Y2k compliant firmware. Also, a properly configured Cost record is necessary to classify a call by Call Type. Cost files obtained from Protel and Protel�s distributors contain the necessary information to take advantage of this useful and money-saving feature.

For each of the headings, Panorama displays the Peg Count (the number of completed calls), the Average Peg Count for the range of time specified, the amount of money Collected, the Average amount of money Collected in the range of time specified, the number of Minutes of each call, and the Average number of minutes for the range of time specified. Across the bottom, the The Phone Totals row displays the sum for each column.

Panorama uses the phone�s Call Detail Records to compute averages in this window. For instance, the Average amount of money Collected adds the Amount Collected values for all of the CDR records within the date range and for the particular phone, then divides the sum by the number of days contained within the date range. If less than one day is specified, the value is divided by a fraction of one day. If one week is the specified date range, and there are only 4 CDR records available within that time frame of one week, then the sum of values from the four records will be divided by 7.

Since Panorama relies on the information contained in the CDR, the report will not produce results if the CDR has been purged or simply not collected. To make sure your phones are collecting CDR:

1. Open the Phone record of the phone in question.

2. Click on the Assignments tab.

3. Right click on the Current Call Processing field; select Edit.

4. In the Call Processing window, select Yes in the Collect CDR column for every Call Type for which you would like to collect Call Detail Records.

5. Click Save. The next time this phone is polled, the information will be downloaded.

If you have not gone through the process to Condense Call Processing and Route Records, you will need to do that first, or make the changes in the Cost window, making sure that Call Type Override is set to Yes.

Customizing this report may require a few extra steps, depending on what is desired. Please see the topic Customizing the Call Accounting, Coin, and Trouble Reports.