T Analyst - How to videos
How-to videos
Getting started with T Analyst
This overview guides you through T Analyst and its features.
[Text on screen] T Analyst
[Narrator] Welcome to T Analyst, your invoice reporting and analytics tool
T Analyst gives you the ability to download invoices, assign services to cost centres and create customised invoice reporting.
On your T Analyst dashboard you’ll see a snapshot of your billing overview, in your ‘Monthly charges’ graph and in your ‘Charges per category’ graph.
Underneath that you’ll find quick links to common activities: latest invoices, customised reports, allocate services and a quick link to Telstra Connect.
If you’re new to T Analyst, you might like to make use of the support materials, which you can find here.
From the Billing tab, you can view up to 18 months of billing data.
You can also add account tags here, a simple way of tagging your accounts in a way that makes sense to you.
Tags can be used for anything from marking accounts with unexpected charges to grouping accounts by department, office location, or city.
You can customise your view in Billing, adding and removing columns according to the information that you want to see at any given time.
Click and drag columns to move them left or right. Use sparklines to give you a visual overview of your billing.
Save your personalised view, or choose from our three default ones. Billing can be filtered by cost centre, account number or account tag.
You can download an invoice or request invoices to be emailed out to you or other recipients.
The account activity page shows a summary or detailed view of your invoices. You can perform comparisons and drill down further into your invoice.
Select ‘Export table’ from any page to download the data that you are looking at.
From the Reporting tab, you can select ‘Cost allocation’ or ‘Reports’ where you can choose from a number of default Summary or Detailed reports.
You can generate reporting based on account tags, cost centres or individual accounts and services. You can select reports for a certain month, for a 3 month period, or choose your own custom date range.
These reports can be downloaded instantly or requested to be sent out on a recurring basis. One of the most downloaded types of report is the Bill Summary report.
While this report presents a summary, you can drill down into your data to see more detail on it from here as well. This one is in table format, and you can switch to a graph view by selecting the graph icon.
The Download centre enables you to view the past 30 days of requested invoices or reports and any future pending requested invoices or reports. It also enables you to view and edit future requests.
In the Setup tab there are a number of options: Within Hierarchies, you can create and manage cost centres, accounts and services. Remember to assign accounts before you assign services.
Use Microsoft Excel to view and edit hierarchies and then import them back into T Analyst. Watch our other how-to videos for a detailed tutorial of this feature.
In Descriptions, you can make your reports easier to read by adding descriptions that will appear next to mobile numbers, or next to time periods that correspond with your daily schedules.
In Tools, you have Filters, Markups and Budgets that can all be used to add extra value to your reporting. User Profiles enable you to update your preferences and manage other users' access levels.
In Account information, you can choose to hide or unhide accounts which will apply across all your billing and reports, to declutter your view.
Select Support in the page header from anywhere in T Analyst, to visit our dedicated support page.
On the T Analyst support page, you can read help articles, sign up for knowledge training sessions, and watch our other how-to videos.
(Outro)
[Text on screen] To know more, please visit https://www.telstra.com.au/business-enterprise/support/t-analyst
T Analyst Billing
How to download invoices and set up email delivery for your invoices with T Analyst.
[Text on screen] T Analyst
[Narrator] Welcome to T Analyst
In this video, we’ll cover how to download invoices and how to set up email delivery for your invoices
[Text on screen] Downloading invoices with T Analyst
[Narrator] To download an invoice, start by selecting Billing in the top menu, from anywhere in T Analyst.
If you are on the dashboard, you also have the option to go to ‘Your Activities’ and select view latest invoices.
Once you are on the Billing page, you can change the month in the dropdown menu, or leave it as the default view, which is showing the current month.
In the table, go to the column titled view invoice and select the download icon for the invoice you want.
You’ll see the option to download a summary invoice (a two-page summary) or a detailed invoice (this is a full tax invoice).
Select ‘Click to download bill’ and your invoice will download in your browser downloads.
Note that invoices starting with 7000 can only be downloaded from T Connect currently. There’s a quick link to Telstra Connect from the T Analyst dashboard.
[Text on screen] Setting up email delivery for your invoices
[Narrator] On the Billing page, select the relevant account, then Request invoices.
On the Request invoices page, you can select multiple accounts if you want to.
To set up email delivery of the invoice on a recurring basis, make sure you have the current month selected.
For a one-off invoice, select the relevant date.
Under Frequency, select ‘Monthly’ to set up recurring email invoice delivery. Choose a day of the month that is at least two days after your invoice issue date.
Under Format, choose your preferred format. Note you can choose multiple options here.
Under Email notification, choose your preferences. You can add other email recipients here. Then Submit request.
To edit this schedule, go to the Download centre, and view pending requests. Select the relevant item from the list, then edit request, to make the necessary changes, and submit request.
[Text on screen] To know more, visit www.telstra.com.au/business-enterprise/support
T Analyst Reporting
An introduction and overview of T Analyst's Reporting features
[Text on screen] T Analyst
[Narrator] Welcome to T Analyst
This video covers Reporting.
Under Reporting on the top menu there are two options, Reports and Cost allocation.
On the Reports page, you’ll see a combined list of all your reports.
At the top, you have the option to define or drill down to any specific data you want to appear in your report when you progress to select one from the Report list.
The Report list streamlines all your reports together in one place. This includes the T Analyst default reports, as well as any customised reports you have made, or others in your organisation have made and shared with you.
You can filter the reports that will appear in the table below by using the provided filters or entering a search term.
On the left, you can favourite and unfavourite a report, and sort accordingly so you can see all your favourites at the top for easy access.
In the Report name column, you can select the name of the report to open it.
In the Description column, you’ll see the T Analyst descriptions to help you identify which is which, and you can add your own meaningful description for your own custom reports.
You can also sort by category, or report type.
Summary reports show aggregated data in a high-level view. These reports are typically used to quickly assess trends or totals, providing a record-level view showing individual charges.
Use detail reports when you need to investigate specific charges, adjustments, or service costs.
Under Owner, you’ll see your own customised reports, as well as if you’ve chosen to share it with others within your organisation.
Under actions, you can duplicate, schedule, edit, delete reports.
To create a new report, select the ‘Create new report’ button.
Choose whether to start a new report or start from an existing one.
If you choose to start a new report from scratch, you will need to select which category of report you want to create and whether you want a summary or detail report type.
Categories include Billing (to see all charges) or grouped charges like Usage, Service and equipment, etc.
Once you select Continue, you will see the Create report form.
Give your report a meaningful name and description.
If you are sharing your report, this will help others identify it.
Add a default filter if desired.
If you are creating a summary report, you have the option to select either table or graph format.
In a summary report, add and order groups, to control which data is grouped and summarised for you.
In a detail report, you can choose to pre-sort your data using the sort fields.
If you are creating a detail report, then table view is the only option.
Add and remove column data as required using the left and right arrows.
The double arrows will move all fields either into your report or out of your report.
The top entry under the Include column will appear in your report on the left-hand side.
The bottom entry will appear in your report on the right-hand side.
Under Additional options, you can add a markup or, in a detail report, restrict the number of records. You can share the report with others in your organisation by ticking this box. Select Save.
Your new report will be displayed in your Report list.
Using the toggle button, you can expand the report out to full page view, if required.
To edit or delete a report, select the relevant option against any custom report under Action. Note you cannot edit or delete a default T Analyst report.
Schedule this report to be emailed to you and colleagues on a monthly basis by selecting the Schedule option also under Action.
The other option under Reporting on the top menu is Cost allocation.
This report is a basic summary of total cost, broken down by cost centre.
This report shows you monthly data and you can select which cost centre hierarchy to apply.
This concludes our T Analyst Reporting video.
(Outro)
[Text on screen]
To know more,
visit https://www.telstra.com.au/business-enterprise/support/
Export hierarchy from T Analyst
A step-by-step guide on how to export a hierarchy from T Analyst for editing in Microsoft Excel.
[TEXT ON SCREEN: T Analyst]
NARRATOR : Export hierarchy from T Analyst
To export a hierarchy from T Analyst from the home page, select the Setup tab. From the Setup page, select Manage Hierarchies.
At the top of the page, you will see the options to Import and Export hierarchy. Select the hierarchy that you would like to export. Select Export Hierarchy.
In the Export Hierarchy window, you’ll see the options to export the hierarchy in different formats. If you are exporting a hierarchy to make changes and upload it back into T Analyst, then you must always select CSV for import. If you need to export the hierarchy for other purposes, select More for further options.
Next, select which elements you would like to download: Cost centres, accounts and services, Cost centres and accounts, or Cost centres. Select OK to download. The file will appear in your downloads. You can now open it in Microsoft Excel and start making your changes.
Upload a hierarchy to T Analyst
A step-by-step guide on how to import a hierarchy to T Analyst from Microsoft Excel.
[TEXT ON SCREEN: T Analyst]
NARRATOR : Upload a Hierarchy to T Analyst
To import a hierarchy to T Analyst from the home page, select the Setup tab.
From the Setup page, select Manage Hierarchies. At the top of the page, you will see the options to Import and Export hierarchy. Select Import Hierarchy. Give your new hierarchy a name and then select a CSV file to import.
Select the hierarchy that you would like to import. Once you have selected Import, the file will be validated. Select OK to continue processing the hierarchy. Progress of the file import will be displayed near the top of the page.
Once the load has completed, you'll be able to see if it has been imported successfully or if it has failed.
Selecting the import log will take you to the Change log page which will display any errors or warnings. You’ll see in the Issue column a brief description for each error message or warning, to help you identify where the error is in your CSV file. The Line column gives you further information about where the error is.
The file will always upload as a private file. To change it to public, check the hierarchy is selected, then select Edit.
To set up a hierarchy as the master, it must be public. Once you've made the changes, select Save. Hierarchy is ready to use.
Troubleshooting validation errors in hierarchy import
A guide to help you understand validation errors and how to fix them.
[TEXT ON SCREEN: T Analyst]
NARRATOR : Troubleshooting validation errors in hierarchy import.
After completing the hierarchy upload, the file is validated before it is imported. If the file has one or more errors, you will receive a message “Import cannot proceed”.
This example displays “Type field is required”. Select OK.
Any errors in the hierarchy will need to be fixed before attempting to load again. Check all entries in the “Type” column as advised in the error message. Find and rectify the incorrect data. Save and import again.
The most common errors received are “Value is not valid – Type" and “Type field is required”.
“Type field is required” means one or more fields are blank. Fields must contain either Cost centre, Account or Service.
“Value is not valid – Type" means there is a space or spelling error in the Type column. It’s easiest to copy and paste this field when adding rows. Fields must contain either Cost centre, Account or Service.
Hierarchy and cost centres
A step-by-step guide on creating hierarchies and cost centres.
[TEXT ON SCREEN: Telstra T-Analyst]
[TEXT ON SCREEN: How to set up your Hierarchy & Cost centres]
NARRATOR: How to set up your Hierarchy and Cost centres.
[TEXT ON SCREEN: Important part of T-Analyst]
NARRATOR: Setting up a hierarchy is an important part of T-Analyst.
[TEXT ON SCREEN: Adds much more value to your reporting]
NARRATOR: Even though you can run reports without one, having a hierarchy adds much more value to your reporting. From the Home tab you select Setup. In the Setup tab select Hierarchies drop down and Manage Hierarchy.
Once you are in the Hierarchy tab, you will be able to view the master hierarchy and all other previously created hierarchies. From here, to create a new hierarchy setup, you select Add Hierarchy.
In the popup, name the hierarchy, choose if you would like it public or private and starting with a blank hierarchy or a copy of an existing hierarchy.
Starting with a copy is helpful if you are going through a structural change within your business, enabling you to make changes to the current hierarchy while also keeping a copy of the historical setup.
In this example, we are starting with a blank hierarchy. Click on Save. Once you have clicked on save, it will take you back to the Manage Hierarchy screen. You can now view the hierarchy you have just created and see that it is currently active.
Select the Cost Centres tab. You can see the hierarchy here via the drop-down box that we have just created, and the level is Corporate. We can edit the top corporate name by highlighting and clicking on edit. The pop-up box enables you to update or change the name, add descriptions and GL codes. Click on Save once you have made the changes and you will be able to see the updated name.
At this point you can start adding in further nodes or cost centres. Click on add a node and in the pop up, name the cost centres and add any descriptions or GL codes as required. Click on Save. You will now be able to view the new Cost Centre levels and their GL codes.
The descriptions will not be visible at this point but will display in your reporting when added as well as in the Manage Accounts and Services tab. You have now added the first level to your Cost Centre structure.
You can now select and highlight one of the cost centres, click on Add Node and continue building out the cost Centre structure. You will see the drop-down box with the new nodes displaying under the Cost centre we just worked on.
[TEXT ON SCREEN: To know more, please visit www.telstra.com.au/business-enterprise/support]
NARRATOR: To know more, please visit the link below.
Assigning accounts to cost centres
A step-by-step guide on setting up accounts within your cost centre structure.
[TEXT ON SCREEN: Telstra T-Analyst]
[TEXT ON SCREEN: Assigning Accounts to Cost Centres]
NARRATOR: Assigning Accounts to Cost Centres. Assigning your accounts to your hierarchy needs to be completed before you will be able to assign your services to the Cost centres.
To assign your accounts to the hierarchy you start in the Setup tab, Hierarchies, Manage Accounts and Services. From the Hierarchy drop down, select the hierarchy you wish to work on, then Accounts from the Display dropdown.
Now you will be able to view all accounts available to copy into the hierarchy and their current pathways. Select either all or any specific accounts you wish to copy into your structure using the selection squares.
The More option can be used to search for specific accounts. Once you have selected the account or accounts you wish to assign, select Move Account.
From the pop-up, use the dropdown or search option to select the cost centre you wish to place the accounts in and click OK then Save in the confirmation box.You will now be able to view the new pathway for the accounts.
[TEXT ON SCREEN: You will only be able to assign the services from that account down that specific branch]
NARRATOR: Be aware that if you place them on a cost centre lower than the corporate level that you will only be able to assign the services from that account down that specific branch.
[TEXT ON SCREEN: To know more, please visit www. telstra.com.au/business-enterprise/support]
NARRATOR: To know more, please visit the link below.
Assigning services to cost centres
A step-by-step guide on setting up services within your cost centre structure.
[TEXT ON SCREEN: Telstra T-Analyst]
[TEXT ON SCREEN: Assigning Your Services to Cost Centres or Nodes]
NARRATOR: Assigning your services to Cost Centres or Nodes.
To assign your services to the cost centres you start in the Setup tab, Hierarchies, Manage accounts and services. From the hierarchy drop down, select the hierarchy you wish to work on, then Services from the display drop down. Now you will be able to view all services available to copy into the hierarchy and their current pathways.
The More option can be used to search for specific services or groups of service using the Match option of Exact, Starts With or Contains. Select either all or any specific accounts you wish to copy into your structure using the selection squares and click on Move.
Once you have clicked on move from the pop up, use the drop down or search option to select the cost centre you wish to place the accounts in and click save. You will now see the pathway has changed to the selected cost centre.
There is also the option to split the services between more than one cost centre. Select the service that you wish to split, enter the split percentage and the cost centres you wish to add the service to.
Click on Save and now you will be able to view the new cost centres and the percentage the service has been assigned to each cost centre. Continue through your services to complete assigning each to a cost centre level.
Be aware that if you place them on a cost centre lower than the corporate level that you will only be able to assign the services from that account down that specific branch.
[TEXT ON SCREEN: To know more, please visit www.telstra.com.au/business-enterprise/support]
NARRATOR: To know more, please visit the link below.