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Ordering a standard summary use report

You can order a standard summary use report to examine high‑level trends in your use data in Usage Analyst. (If you want a deeper understanding of patterns you're seeing in your telecom use, order a standard detail use report.)

To order a standard summary use report:

  1. Click Monitoring, click Voice Reports, then click Usage Analyst. 
Usage Analyst
  1. Select the radio button next to the account you want to view, then click LAUNCH USAGE ANALYST.

    Control Center opens Usage Analyst in a new tab. (Depending on whether you have Bill Analyst or Usage Analyst set as the default view, you may have to click View: Usage Analyst in the upper-right corner, and select View: Bill Analyst to change views.)  
Usage Analyst (showing Home tab)
  1. Click the Reports tab, then click Summary Reports.
Summary Reports
  1. In the Voice Usage section, click on the name of the report you want to view. In our example, we chose Day of Week Breakdown.
Detail Summary
  1. Click Order.
Order Report (showing summary report)
  1. In the Order section, from the Data list, select Activity Date, then select the time period you want to pull data for.
  1. In the Order Frequency section, select how often you want the report to be generated.
  1. In the Order Format section, select the format you'd like to receive your report in by doing one of the following:

    • To receive a report in a portable document format, select the PDF radio button.

    • To receive a report in an editable Excel spreadsheet, select the CSV radio button.

    • To receive a report in Extensible Markup Language, select the XML radio button.
  1. In the Order Delivery section do one of the following:

    • For you to receive a notification by email when your order is complete, select the Notify me by e‑mail when my order is complete radio button.

    • For you and your colleagues to receive a notification by email, do one of the following:

      • To receive a link to download the report without signing in to Usage Analyst, 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 as an attachment in the email, 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.

      • 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.

    Usage Analyst processes your request. Depending on the delivery option you selected, Usage 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 Usage Analyst sends HTML‑ or text‑formatted emails.