The OneSuite Business Report Center allows you to easily create reports to help you analyze your telecom expenditures and usage, track and manage sub-accounts’ balance, subscription status and all your transaction history.
Some key features include:
Currently, OneSuite’s Report Center offers four report types:
You can choose to run the reports for one-time only, or schedule the reports to run periodically (daily, weekly, or monthly).
Yes. As long as you have sufficient balance, you can subscribe to any service at any time.
You can store up to 15 previously-generated reports and 15 scheduled reports in your Report Center at a given time (the newest reports automatically replace the oldest if more than 15 reports are requested; newest report displayed on top of list). Reports can also be sent via email if you provide an address and chose a file format when the reports are created.
The Sub-Account Balance Report allows you to review each sub-account’s balance on the date the report was requested. By default, entries are sorted by account balance, lowest to highest.
The Balance Transfer History Report itemizes balance flow between the master account and sub-accounts. You have the option to generate the history of up to 90 days from the date of request. By default, entries are sorted by date of transfer.
This report shows each sub-account’s subscription status of OneSuite Internet Fax (Basic or Plus), SuiteAdvantage, and Global Call Forwarding services, if any, on the date of request. By default, entries are sorted by user name.
This report type enumerates each sub-account’s activities. This helps you monitor all inbound and outbound usage of each sub-account, and balance details. You have the option to generate usage up to 90 days from the date of request.
Note that on-screen view is not offered as an option for this report. This report will be emailed to you either as a .csv or .xls attachment of your choice.
Yes. Scheduled reports allow you to create a report and then set it to run automatically every day, week, or month. You also provide the email and preferred file format for receiving your report which will be saved in your Report Center.
Here's how to create a new report:
Reports can be downloaded in either .csv or.xls format.
.csv (comma-separated values) files: This format is recommended for users who prefer to process or review report data in text-only format.
.xls files: This format is recommended for those who prefer to see the data in columns to further customize or remove unwanted information.
Note, however, that the “download/export” option on Report Center is only available for sub-account balance, sub-account service subscription, and balance transfer history reports. Sub-account transaction history reports will be emailed to you as a .csv or .xls attachment of your choice.
When a report is in screen view, find your browser's print option and select “Print."
If viewing exported or email attached reports, find the printing option from your current application program and select “Print.”
The Report Center stores your 15 most recent reports. Just log in to your account, go to the top menu bar and select Sub-Account, then Report Center.
Please follow the steps:
If you want to stop delivery of a regularly scheduled report to an email address you have previously supplied, do the following:
In the Report Center, choose the scheduled report you’d like to revise, and click on edit. Then you’ll be able to update former settings.
For example, to change the email recipient of a report, simply change the email address to a new preferred account, and then click “Create Report.”
For one-time reports, you will get an on-screen view and the reports will be saved in your Report Center. To export it, just click the 'Export Report' in the report result you've just created. You can then download and save it. For Sub-Account Transaction History report, or any scheduled reports, they will be emailed to you as a .csv or .xls attachment of your choice.
Daily reports are sent out to your specified email at 4AM PST each day; weekly reports 5AM PST every Monday; while Monthly reports at 6AM PST every first day of the succeeding month.
To delete a report that has been stored in your Report Center:
No, the Report Center is an enhanced feature of OneSuite Business Account, and is free of charge.p>