BT Billing Analyst Quick guide

Transcription

1 BT Billing Analyst 2.10 Quick guide

2 Using a variety of reports and its key, BT Billing Analyst enables you to examine your telephony spend across mobile, telemarketing, Featurenet, Openzone and more. The software is available free of charge to registered customers from and must be installed on a PC to be used. Customers wishing to use BT Billing Analyst must first register their copy of the software online. Registration is an important part of the process, as it will enable BT to advise customers of new enhancements and software releases of BT Billing Analyst. This Quick Guide is a map of the menu buttons within BT Billing Analyst providing you with a clear overview of the various menus and functions available. This allows you to navigate quickly and easily to the menu items you wish to use. If you are viewing this guide on a computer connected to the internet, you can access more detailed, illustrated instructions on using BT Billing Analyst by clicking on the title at the top of each page. BT Billing Analyst 2.10 Quick guide 2

3 BT Billing Analyst Pro On launching BT Billing Analyst Pro, the main screen displays five panels: Bills, Utilities, Information, Set up and Enhanced Facilities. Bills Utilities Enhanced Facilities Information Set up 1.1 Import Bills 2.1 Cost Centre Management 3.1 Scheduler Help Download program upgrade Switch to Analyst Lite 1.2 Summary Reports 2.2 Inter Site Management 3.2 Bespoke Report Generator Product Help You can easily toggle from Analyst Pro to Analyst Lite. To change your default view, right click the Switch to Analyst Lite button. 1.3 Itemised Call Reports 2.3 Phone Book Management 3.3 Trend and Budget Tracker Online User Guide 1.4 Private Circuits 2.4 Call Tag Management 3.4 Create Cost Centre Projects Video Tutorial 1.5 Mobile Handset Reports 2.5 Out of Hours Management 3.5 OneBillPlus Report Version 2.6 Password Protection 3.6 Backup/Restore Options 2.7 Group Bill Management 2.8 Mobile On-Net Management 2.9 Folder Management 2.10 Manage Project Bills 2.11 Number Monitor Management BT Billing Analyst 2.10 Quick guide 3

4 Bills 1.1 Import Bills Import Bills Select the Data type to Import Click radio button to select import type Use the file dialogue box to find the data you wish to import. Click Open Are you starting a new Project? Click New Project File Are you appending a bill to an existing project? Click Append to Existing Project File Do you want to import multiple OneBills into separate projects? Click Multiple Project Destination Folder Create and save a name for your new Project Open the existing file to append Select destination folders for multiple projects Do you want to reselect a different project? Click Reselect Project NO Does the name already exist? YES NO Stop Import Append to Existing Project? NO Do you want to overwrite it? YES Do you want to Auto Tag calls on import? NO Click the green Start Import Button YES YES Complete the call tagging options and click Accept BT Billing Analyst 2.10 Quick guide 4

5 Viewing Reports Select Report type (Summary, Itemised Call, Private Circuits, Mobile Handsets) from the panel on the Main Menu Screen. Select Project using the Select File button Select Parameters YES The coloured bars beneath each report button identify the parameters that can be applied to that report NO Select Reports Enable or disable Phone Book if appropriate Print report Export report if appropriate (Excel or CSV file) View report details Drill down if appropriate BT Billing Analyst 2.10 Quick guide 5

6 Bills -1.2 Summary Reports The report screens allow you to create tailored Summary, Itemised Call and Private Circuit reports by the use of parameters where appropriate. You can sort filter and print these reports according to your needs. BT Billing Analyst 2.10 Quick guide 6

7 Bills 1.3 Itemised Call Reports The Itemised Call Reports screen is accessed via the main BT Billing Analyst screen by clicking the third button in the Bills panel. Itemised Call Reports 100 Most Expensive 100 Most Freq Called General Reports Call Summary Reports Tagged Call Reports Conferencing Report Select Panels Mobile Reports 100 Longest All Calls All Calls All Call Records All Calls Summary Usage Summary Conferencing Summary Telemarketing International Summary Calls by Duration UK Calls UK Calls Calls to Number Summary by Tel. Number Analysis by Originating No. Participant Summary UK Reports International Reports Telemarketing Trends Countries Countries Calls Not to Number Summary by Cost Summary By Number Summary By Number Summary By Number Calls to Mobiles Calls to Mobiles Calls from Tel. Number Summary by Duration Summary By No. Group Summary By No. Group Summary By No. Group Destination Roamed from Mobile ChargeCard Calls Out of Hours Report All Records All Records All Records Roamed from Mobile Directory Enquiries Line Selection Openzone Special Call Charges Inter Site Analysis All Call Records Call Trends Cost Centre Summary Simultaneous Calls Service Charges Daily/Hourly Summary User Summary Repeat Caller Report Top 100 Hotspots Monitored Numbers report Top 100 Users by Duration Top 100 Users by Cost BT Billing Analyst 2.10 Quick guide 7

8 Bills -1.4 Private Circuits The Private Circuit Reports screen is accessed via the main BT Billing Analyst screen by clicking the fourth button in the Bills panel. I l j j BT Billing Analyst 2.10 Quick guide 8

9 Bills- 1.5 Mobile Handset Reports The Mobile Handset Reports screen is accessed via the main BT Billing Analyst screen by clicking the fifth button in the Bills panel. M ob1le Handset Reports This bu tton will only be v isi ble for f usion data BT Billing Analyst Quick guide 9

10 Utilities 2.1 Cost Centre Management Click the Cost Centre Management button in the Utilities panel on the Main Menu Screen. Select Project Update Cost Centres Cost Centre Utilities Cost Centre Address Info Edit Cost Centres Remove Cost Centres but leave Service Nos/Refs Manage Address Info Add/Find/Delete/Retrieve Deleted Service No/Ref, Remove Cost Centre Detail Add/Edit/Delete Cost Centre Update Featurenet Bill Numbers Import Address Info from CSV Find Service No./Ref Restore Cost Centre Details from Bill Address Import Exceptions Report Select Number Delete Address for Selected number Save/Cancel Changes Check for Missing Entries Add/Edit/Delete Address Save as CSV Import Cost Centres from CSV file Save/Cancel Changes Print Cost Centre Details Select CSV file to Import Save as CSV Import Service Number/ Ref and Cost Centre Levels Print Cost Centre Details Save/Cancel Changes BT Billing Analyst 2.10 Quick guide 10

11 Utilities- 2.2 Inter Site Management Click the Inter Site Management button in the Utilities panel on the Main Menu Screen. Edrt Telephone Numbers C reate DD I Ranges Save/Cance l C h a n ges Save as CSV Prrnt Te lep h one Deta r Is BT Billing Analyst 2.10 Quick guide 11

12 Utilities- 2.3 Phone Book Management Click the Phone Book Management button in the Utilities panel on the Main Menu Screen. Edrt Phone Book Add/EdIt/Delete Phone Book Names Add/Frnd/Delete Tel No Save/Cancel Changes P rrnt P h one Boo k Deta r Is l Save as CSV BT Billing Analyst 2.10 Quick guide 12

13 Utilities 2.4 Call Tag Management Click the Call Tag Management button in the Utilities panel on the Main Menu Screen. Select Project Import Telephone Details Setup Details Retrieve Tel Nos from Billing Information Append Tel Nos from CSV file Edit Generic Call Tags Select Call Tag Options Select CSV file to Import Add/Edit Call Tag Names Generic Cross Project Tagging Map data as Telephone Number, Call Tag ID, Category and Sub Category Add/Find/Delete Tel No Over Write Option Save/Cancel Changes Save/Cancel Changes Auto Tag as Private Save as CSV Auto Tag as This Business Print Call Tag Details Call Tagged at Source Accept/Cancel BT Billing Analyst 2.10 Quick guide 13

14 Utilities 2.5 Out of Hours Management Click the Out of Hours Management button in the Utilities panel on the Main Menu Screen. Select Project Select the Template Add/Edit Template Select Cost Centres Define Out of Hours by Day Define Out of Hour Holiday Period Delete Template Save Template Save Template as Default Settings BT Billing Analyst Quick guide 14

15 Utilities- 2.6/7/8 Password Protection/Group Bill & Mobile On-Net Management Click the Password Protection, Group Bill Management or Mobile On -Net Management button in the Utilities panel on the Main Menu Screen. Enter username, password and verrfy password Select ProJect Remove Password Control Add New Group Brll Name Add New M obile Number Cancel EdrtGroup Brll Name Edrt M obile Number Save changes Delete Selected Group Brll Name Delete M obile Number Delete Group Bill Name BT Billing Analyst Quick guide 15

16 Utilities 2.9/10/11 Folder Management/Manage Project Bills/ Number Monitor Management Click the Folder Management button, Manage Project Bills button or Number Monitor Management button in the Utilities panel on the Main Menu Screen. Folder Management Manage Project Bills Number Monitor Management Set Directory to Shared Select File Select Project Set BTBA Folder Delete Selected Bill Update Numbers Set Project Folder Add/Delete Set Backup Folder Save/Exit Save/Cancel BT Billing Analyst 2.10 Quick guide 16

17 Enhanced Facilities 3.1 Scheduler Click the Scheduler button in the Enhanced Facilities panel on the Main Menu Screen. Scheduler Options (Click the options button at the bottom right of the screen) Add/Edit Schedule Delete Schedule Manage Templates Backup/Restore Options Specify output path & default output option Schedule Title Edit/Delete Template Restore from Backup Set up options Selected Project Delete Backup Files Select the client Selected Template Activate System Backups Specify send or save Schedule Run Date Disable System Backups message Save as/save/delete/cancel Set Backup Folder Specify the default address Exit Add/Delete/Import/ Export Address Save changes BT Billing Analyst 2.10 Quick guide 17

18 Enhanced Facilities- 3.2 Bespoke Report Generator Click the Bespoke Report Generator button in the Enha need Facilities panel on the Main Menu Screen. Choose appropnate or default parameters J BT Billing Analyst 2.10 Quick guide 18

19 Enhanced Facilities- 3.3 Trend and Budget Tracker Click the Trend and Budget Tracker button in the Enhanced Facilities panel on the Main Menu Screen. Select Pro1ect Budget T rae kr ng T ren d r ng Reports Add Nw M astr Budget Selected Budget in Parameters Delete Trend Entry Trend Reports Add New Cost Centre Budget Delete All T rends Total Charges Ed rt Sel ected Budget C reate From ProJect Delete Sel ected Budget Recurrrng Charges Trend Telemarketr ng Usage Charges Select Cost Centre Level Option and Cost Centre or Sevice Number Option Select Accumulated Report's Cost Centre Level BT Billing Analyst 2.10 Quick guide 19

20 Enhanced Facilities 3.4 Create Cost Centre Projects Click the Create Cost Centre Projects button in the Enhanced Facilities panel on the Main Menu Screen. Select Project Select Destination Folder One Project File per Cost Centre Selected Cost Centre Create Database Select the Cost Centre Level Apply/Cancel Create Database BT Billing Analyst 2.10 Quick guide 20

21 Enhanced Facilities 3.5 OneBillPlus Report Click the OneBillPlus Report button in the Enhanced Facilities panel on the Main Menu Screen. Select Project Select Reports from Available Reports Itemised Reports for Mobile and Telephony Billing Detail Output to Printer Output to Excel Produce Report Select/Deselect BT Billing Analyst 2.10 Quick guide 21

22 Enhanced Facilities 3.6 Backup/Restore Options Click the Backup/Restore Options button in the Enhanced Facilities panel on the Main Menu Screen. Backup/Restore Options Restore from Backup Delete Backup Files Activate System Backups Disable System Backups Set Backup Folder Set Backup Folder to Default Exit BT Billing Analyst 2.10 Quick guide 22

23 BT Billing Analyst Lite On I au nching BT Billing Analyst Lite, the home page displays an at-a-glance report of your bill, plus links to Favourite Reports, Online Services, Value Added Services, the Dashboard, and Information Hotspots. Homepage Favourite Reports Online Services Value Added Services Information Hotspots You can easily toggle from Analyst P ro to Analyst Lite BT Billing Analyst 2.10 Quick guide 23

24 Customising the Lite homepage Select Favourite Reports Customise Dashboard Customise Hotspots Clrck on a lrne to c hange the defrnrtron for a horizontalrndrcator by choosrng from the d ropdown menu T h e H otspots wrll be col o ured g reen, a mbe r o r red to rnd r cate wh ere yo ur spend fa ll s r n you r Thres h o l d va lues BT Billing Analyst 2.10 Quick guide 24

25 Further Assistance A range of resources is available to provide guidance and support for BT Billing Analyst: BTBA Online User Guide A detailed, illustrated guide providing information and instructions on all aspects of using Billing Analyst Lite and Pro versions. BTBA Video Tutorial A training resource with clear, voice-over instructions and video examples covering all of the most important areas of BT Billing Analyst, such as getting started, importing bills, basic functionality and advanced functionality. For additional help or information, please contact the BT Billing Analyst Helpdesk on or btba@bt.com BT Ireland Customers should contact Please note that this number is for BTBA technical enquiries only. For billing enquires please call the phone number shown on your paper invoice. Offices worldwide The telecommunications services described in this publication are subject to availability and may be modified from time to time. Services and equipment are provided subject to British Telecommunications plc s respective standard conditions of contract. Nothing in this publication forms any part of any contract. British Telecommunications plc Registered office: 81 Newgate Street, London EC1A 7AJ Registered in England No: Produced by BT Group Designed by Westhill.co.uk Printed in England PHME 63255