T Analyst Reports

Types of reports

The reports section features a number of standard reports and graphs to help analyse your billing and usage data.

Reports are organised by the type of data contained within them (e.g., usage, service and equipment). Within a report category, you will see that reports are designated by an icon indicating whether their default display is a table grid or a graph. Click anywhere within the report name area to run the report. You can filter reports by account, cost centre, tags or invoice month.

You can view a cost allocation report to see charges by cost centre, summary reports to get an overview of your usage and costs, or view detail reports for a more granular view of your data. You can run the standard reports, edit the reports that are provided, or create new ones that are specific to your needs.

The Cost allocation report shows charges allocated across the organisation by departments or locations.

Summary reports show aggregated account data as interactive graphs or tables.

Detail reports show individual usage and charges.

You can download your reports as needed or have them emailed to you, by setting up report requests.

Cost allocation report

Overview

The cost allocation report allows you to view your costs distributed across an organisational hierarchy. To use this report, create a hierarchy tree by going to Setup and selecting Manage hierarchies. This tree includes the cost centres, divisions, and departments of your choosing. Once this structure is built out, you can assign your accounts and services to this tree so that costs can be allocated.

Run a report

From the top menu, select Reports, then Cost allocation.
If you have multiple hierarchies, the report for the active hierarchy appears, or you may select a different hierarchy.
Under Data, select a month.
The View categories checkbox allows you to present or hide the charge types.
Select Apply.

Summary report

Run a summary report

Reports are organised by the type of data contained in them, such as account information, charges, or recurring services. Summary reports default to either a table or graph view. You can toggle between these views in the report, by selecting the table or graph icons above the report grid or graph display.

How to run a summary report

From the top menu, select Reports and then Summary reports.
Select the parameters for your report from the Filter, Date range and Predefined filter drop-downs.
Select the name of the report you want to run from the list of report types.
After a table report is generated, you can sort any column by selecting a column heading.
The table view can be downloaded using the Export table link.

Graph options

For graph reports, you can select multiple customisation options. Choose between graph types, such as line, bar, or pie, and various calculation methods. Set group options to include groups that have no data (the 'None' groups option) or don't meet a minimum value that you set in the report (the Include 'Below Minimum' groups option). You can also display labels for group items and calculation values per graph segment. If you want to keep your customisations to that report, you can save the adjusted settings by selecting Save options.

Drill down into the raw data

Click a summary item from table mode or a graph segment to drill down to the raw data. To return to the main summary report view, select Go to another report or Return at the top of the page.

Edit a summary report

You can customise an existing report to further refine the data output, and also add a customised filter and sorting options to meet your specific needs.

From the top menu, select Reports.
Select Summary reports.
Select and open the specific report you want to customise.
Select Edit, and the report editing view opens.
Specify any changes or additions you want to make to the report – including a default filter, default view, grouping, subtotals display, which data to include in the table view, and, if creating a graphical report, graph view options. Under Additional options, you may add a Markup, if you have created one in Setup, and also choose to share the report with other users.
Select Save. Your enhanced, customised report now appears with your other saved Summary reports.

Detail reports

Run a detail report

Reports are organised by the type of data contained in them, such as account and service information, charges and adjustments. Detail reports allow you to view individual usage and charge data, and display as a table. You can download a detail report for further analysis or to import into accounting systems.

How to run a detail report

From the top menu, select Reports and then Detail reports.
Select the parameters for your report from the Filter, Date range and Predefined filter drop-downs.
Select the name of the report you want to run.
After a table report is generated, you can sort any column by clicking a column heading.
The table view can be downloaded using the Export table link.

Running detail reports with large data sets

When you run a report with a very large data set, you may be prompted to request the report. If a report cannot be displayed in real time, you will be redirected to the Request report page where you can request the report in your preferred file format.

Edit a detail report

You can customise an existing report to further refine the data output, and also add a customised filter and sort options to meet your specific needs. After you create a detail report template you can run the report against any cost centre and date range of your choosing without making any changes to the underlying report template.

From the top menu, select Reports.
Select Detail reports.
Select and open the specific report you want to customise.
Select Edit, and the report editing view opens.
Specify any changes or additions you want to make to the report – specify a default filter, select data to include under columns, set the sorting, and select any additional options, such as number of records to include, markups, and report sharing.
Give your report a name and select Save. Your enhanced, customised report now appears with your other saved Detail reports.

Request a report

You can request reports for once-off or recurring delivery, with a variety of format and recipient options. allocated.

How to request a report

While viewing a report, select Request report.
On the Request report page, select the preferred data criteria, if you want to narrow the report scope. Choose the report parameters from Filter, Date range and Predefined filter, and then select Apply.
Under Frequency, select once-off or monthly deliveries. For recurring report requests, select either current month or previous month from the data drop-down.
Under Format, select the format you want your report in. Depending on your report type (table or graph), you may select PDF, CSV, XML, JPG or PNG.
Under Email notification, select your delivery preferences.
Select Submit request.

Create new report

When creating a new report, you will be prompted to select a report category or use an existing report as a starting point. While you can edit any of the predefined reports directly, it's a good idea to create a new report by starting with a copy so that you can experiment without losing the original report. To edit an existing report, select the edit button to the right of the report name.

T Analyst - Reports

Reporting