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  • Vodafone Billing Analytics - User Guide

    Vodafone UK LTD

  • Copyright © Vodafone Billing Analytics - User Guide All rights reserved

    This document contains proprietary information of Intense Technologies Ltd; it is provided under

    a license agreement containing restrictions on use and is protected by copyright, patent, and

    other intellectual and industrial property laws.

    Except as may be expressly permitted in your license agreement for the Product, no part of this

    publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or

    translated into any language in any form by any means without the written permission of Intense

    Technologies Ltd.

  • Table of Contents

    1. Introduction 6

    2. Logging to the Application 7

    3. Working with the Dashboard 9

    4. Working with Administration module 24

    4.1. Configuring the Viewpoints 24

    4.1.1. Search the existing account 25

    4.1.2. Sorting the data 26

    4.1.3. Creating New viewpoint 26

    4.1.4. Editing the viewpoint name 27

    4.1.5. Delete the existing viewpoint 28

    4.1.6. Add account 28

    4.1.7. Delete the existing account 29

    4.1.8. Moving the account 29

    4.1.9. Uploading the viewpoint data 30

    4.1.10. Add telephone numbers 34

    4.2. Working with Address book 35

    4.2.1. Creating New group 36

    4.2.2. Editing the group name 37

    4.2.3. Delete the existing group 38

    4.2.4. Creating New contact 39

    4.2.5. Search the existing contact 39

    4.2.6. Sorting the data 40

    4.2.7. Uploading the contact 40

    4.2.8. Moving the contact 42

    4.2.9. Delete the existing contact 43

    4.2.10. Editing the contact 45

    4.3. Working with Cost centres 45

    4.3.1. Add New cost centre 47

    4.3.2. Delete the existing cost centre 47

    4.3.3. Editing the cost centre name 48

    4.3.4. Add cost code 49

    4.3.5. Search the existing cost code 50

    4.3.6. Sorting the data 50

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    4.3.7. Editing the cost code name 50

    4.3.8. Delete the existing cost code 50

    4.3.9. Uploading to cost centre 51

    4.3.10. Moving the cost code 54

    4.3.11. Add account numbers 55

    4.3.12. Add telephone numbers 56

    4.4. Working with Call tagging panel 57

    4.4.1. Creating New group through call tagging 60

    4.4.2. Editing the group name 60

    4.4.3. Delete the existing group 61

    4.4.4. Creating New contact through call tagging 62

    4.4.5. Sorting the data 66

    4.4.6. Search the existing telephone number 67

    4.4.7. Uploading the tagged contact(s) 67

    4.4.8. Delete the existing tagged contact 70

    4.4.9. Moving the tagged contact 71

    4.4.10. Editing the tagged contact details 72

    5. Generating New reports 73

    5.1. Fill in details 73

    5.2. Building your report 75

    5.2.1. Selecting the columns in Standard grid 75

    5.2.2. Setting Template filters 76

    5.2.3. Setting Report filters 77

    5.2.4. Editing the Column settings 78

    5.2.5. Sorting the order 79

    6. Managing the Reports 81

    6.1. Viewing the Billing reports 82

    6.2. Viewing the Usage reports 88

    6.3. Viewing the Accounting reports 95

    6.4. Actions performed on reports 100

    6.4.1. Scheduling the report 100

    6.4.2. Printing the report 103

    6.4.3. Exporting the report 103

    6.4.4. Sorting the reports 104

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    6.5. Managing Custom reports 105

    6.5.1. Viewing the Custom report 105

    6.5.2. Editing the Custom report 106

    6.5.3. Delete the existing Custom report 106

    7. Working with Manager module 107

    7.1. Working with Schedule reports 107

  • 1. Introduction

    Billing Analytics module helps the user in analyzing their bills. The enterprise user can view the

    bill, analyze the bill and easily manage out of bundle and reoccurring data and generate reports

    in both text and graphical formats to gain insights and to better understand the usage details

    across accounts and across historical invoices.

    The Billing Analytics module contains in-built features to depict the trend analysis and display

    usage patterns in a group of accounts.

    The Billing Analytics module generates several reports in both graphical and tabular formats to

    view usage details.

  • 2. Logging to the Application

    To login into the application:

     In a web browser, enter the e-care/ iServe application URL

    The e-care login screen appears:

    Figure.1: E-care Logic page

     Enter the Username, the eCare login – managed by Vodafone

     Enter the Password in the respective text box

    The Account Info can be either

     From e-care site

     From iServe site

     Click Go to next step

    The Account summary screen appears:

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    Figure.2: Account summary

     Click on Manage account settings

    The Bills and payments screen appears:

    Figure.3: Bills and payments

     Click on See bills & Payments | Bill analysis

    Upon landing on Billing Analytics screen, the interface contains the following modules:

     Dashboard

     Reports

     Manager

     Administration

    Click here

    Select

  • 3. Working with the Dashboard

    Upon successful Login to the Vodafone application, you are navigated to the Billing Analytics

    interface. The Dashboard1 is the default landing page of the application and allows you to view

    the account billing details for a selected view point 2and time interval, the dashboard provides a

    graphical representation of out of bundle 3and reoccurring4 charge details. From the list of

    accounts, you can view the top spender 5and top deviations 6occurred.

    The dashboard provides the following details for selected account or view point:

     You can view the Last Invoice Summary

     For selected period, in graphical representation, you can view the Invoice trends 7graph

     You can view the account history details

     In graphical representation, you can view the summary of out of bundle and reoccurring

    details

     Details of Top Spenders and Top Deviations occurred

    1 Default landing page of the application

    2 Works as a report filter to view the data for specific set of user created accounts

    3 Non-usage billing charges

    4 Usage billing charges

    5 Highest total charges incurred by an account

    6 Total charges incurred vary every month

    7 Compare and analyze the history of billing charges

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    Figure.4: Dashboard - Account Billing

     In the Dashboard, click on icon to view the field information.

     From Viewpoint drop-down list, select the account

    The account details are displayed in Last Invoice Summary (displays the last generated

    statement details)

    Last Invoice Summary displays the following details:

     Total charges

     Out of bundle charges

     Reoccurring charges

     Please note the Last invoice summary details are non-editable.

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     Invoice trend

     Please note the Invoice trend graph helps you to compare and analyze the billing charges

    based on the Out of bundle, Reoccurring, Data volume, and Number of calls.

    Figure.5: Invoice trend

     Click icon, to select graphical representation

     For selected period, you can view the trends by default in Line Chart or if required select the

    Bar chart representation

     To view the trends in Invoice generated, from the drop-down list, select the required

    month(s).

     Please note you can select only 1 to 12 months, else displays a warning message.

    You can view the invoice trend graph, by selecting following time intervals:

     This calendar month

     Last month

     Last 3 months

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     Last 6 months

     Last 12 months

     In Pick a date range option, select the time interval and click Submit

     In Pick number of months option, select the number of months and click Submit

     Please note you can select only 1 to 12 months.

     For selected period, generates the Invoice trend graph

     Click icon, to select different parameters to display the graph

    Following parameters are available to generate the graph:

     Out of bundle charges

     Reoccurring charges

     Data volume

     Number of calls

     Total charges

     In a grid, you can view the account statement which contains Account name, A

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