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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