T Analyst - Reports
Reporting
Reporting video tutorial
For a video introduction to Reporting with T Analyst, which includes a visual walkthrough of the T Analyst platform, watch this video.
[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/
In the Reporting tab, you have two options:
The Reports page
At the top of the Reports page, you’ll see the option to select and define the data that you want to appear in your report. Underneath that, you’ll see your 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 that others in your organisation have made and shared with you.
There are many ways to filter and sort the report list so you can find what you are looking for. You can use:
- Filters, by selecting a category or owner
- Search function, by entering any search term
- Column sorting, by selecting the arrows next to the column label
Favouriting a report
In the Favourite column, you can favourite and unfavourite a report, and sort accordingly so you can see all your favourites at the top for easy access.
Selecting your report
In the Report name column, you can select the report name to open it. If you have already made data selections at the top of the page, these will be applied to the report when you open it. For example, if you’ve selected a particular billing period or account, the report you then open will show you that specified data.
Report descriptions
In the Description column, you’ll see the T Analyst descriptions on the default reports. For your own custom reports, you can add your own meaningful description to help you and your colleagues identify it.
Owner
When you sort by Owner you can see your own customised reports, as well as reports that are shared with you.
Action
To open the Action menu, select the ellipses in this column. Here you can:
- Schedule a report (set up a one-off or monthly delivery for yourself and your chosen colleagues)
- Duplicate a report (this is useful if you want to take an existing report or customise it, instead of starting from scratch)
- Edit a report
- Delete a report
- For T Analyst default reports, you can also View report template. This allows you to see how the report is built, if you’d like to replicate it or change anything in your own custom version.
Report types
In your report list, you’ll see both summary reports and detail reports.
Summary reports
Summary reports give you an overview of your usage and costs. They show aggregated data in a high-level view. These reports are typically used to quickly assess trends or totals, providing a record-level view.
Summary reports can be presented in either a graph or a table format. You can switch between the two. You’ll have the option to select and order groups of data that you want to appear summarised with subtotals.
Graph options
You can select multiple graph options. Choose between graph types such as bar, line, pie, spline, donut, column, 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 summarised data
Click the hyperlink 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.
Detail reports
Use detail reports when you need to investigate specific charges, adjustments or service costs. Table view is the only option in a detail report, as the data is presented in a more granular way. You will have the option to add and remove columns of data. As the name suggests, all the data you select will be presented to you here in a detailed list, which you can sort through as a table.
To create a new report:
- Go to Reporting > Reports > Create new report
- Start a new report or start with a copy of an existing report
- Select a category for your report. Categories include Billing (to see all charges) or grouped charges like Usage, Service and Equipment, etc.
- Select continue
- Give your report a name
- Give your report a description, that will help you identify it later
- Add a default filter if desired
- For a summary report: Select the table or graph option, then in Grouping, you can group and sort different field options, and add subtotals
- For a detail report: table view is the only option. You can add and remove column data using the left and right arrows
- In Additional options, add a markup or restrict the number of records in the report
- Select Share this report, or leave it unselected to keep it private. If your profile is removed from T Analyst, any unshared reports will no longer be available.
Cost allocation report
This report is a basic summary of total cost, broken down by cost centre. It shows you monthly data and you can select which cost centre hierarchy to apply. This displays charges allocated across the organisation by cost centres.
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. For more information, go to Hierarchies.
To run a cost allocation report:
- Go to Reporting > 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
- The include GST checkbox allows you to present or hide GST.
- Select Apply.