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Ordering a standard detail report in Bill Analyst

If you want to understand patterns you're seeing in your telecom spending, order a standard or custom detail billing report in Bill Analyst. With it, you can get more details about your telecom use and costs. (If you want to see high-level trends, order a summary report.)

To order a standard detail report:

  1. Click Billing, then click Bill Analyst. 
Bill Analyst
  1. Select the radio button next to the account you want to view, then click LAUNCH BILL ANALYST.

    Control Center opens Bill Analyst on a new tab.
Bill Analyst (showing Home tab)
  1. Click the Reports tab, then click Detail Reports.
Detail Reports
  1. On the row for the report you want to order, click the icon.
  1. In the Order section, from the Bill Date list, select the month of the statement you want to order.
  1. In the Order Frequency section, select how often you want the report to be generated:

    • To receive the report only once, select the One-time radio button.

    • To receive the report each week, select the Weekly radio button, then select the day you want the report generated.

    • To receive the report each month, select the Monthly radio button, then select the day of the month you want the report generated.
  1. In the Order Format section, select the radio button for the file format you want your report in: PDF, CSV, or XML.
  1. Fill in the Order Delivery section:

    1. To receive an email when your order is complete, select the Notify me by e-mail when my order is complete radio button.

    2. If you select that you want to be emailed when the order is complete, select how you want to access the report by doing one of the following:

      • To receive a link to download the report without needing to sign in, select the Notify me and any additional recipients below by e-mail, and include a link to download the order without logging into the application radio button. 

      • To receive the report by email as an attachment, select the Notify me and any additional recipients below by e-mail, and attach the completed order. Files exceeding 2MB will not be attached radio button. 

      • To send the order to your SFTP location, select the Notify me and any additional recipients below by e-mail, and send the order to the selected SFTP location radio button, then from the SFTP Locations list, select the SFTP destination. Before you can select this option, you first need to add an SFTP location to your account.

    3. Type the email address of each colleague who needs to know when your order is complete in the Send Additional Notifications To field.
  1. Click Submit Order.

    Bill Analyst processes your request. Depending on the delivery option you selected, Bill Analyst notifies you when the report is complete. If you didn't select to receive the file by email, you can retrieve and download your report. If you created a recurring order for a report, you can also edit the order or delete the order later as your reporting needs change.

Note: You can change your preference whether Bill Analyst sends HTML‑ or text‑formatted emails.