T Analyst - setup tools by Telstra Enterprise

Hierarchies

You can read about hierarchies specifically on our T Analyst hierarchies page.

Descriptions

Phone numbers

Add phone numbers to enter descriptions for telephone numbers you want to designate and easily identify in your reporting. This makes reports easier to read. Phone number descriptions are shared among all users of your organisation. The administrative user determines who in your organization can add or make changes.

Three phone number descriptions are available for each number which can be used together or independent of each other when selecting the group and subgroups of your reports.

Add a phone number description

From the top menu, select Setup.
Under Descriptions, select Phone numbers.
Select Add phone numbers.
Enter the phone number in the phone number column. Phone numbers may be a maximum of 25 characters and must contain at least one number.
Enter the primary description in the Description 1 column.
Enter any additional descriptions in Description columns 2 and 3.
Select Save.

Import a list of phone numbers from Microsoft Excel

Create a file in Excel in which column A contains the phone number, and columns B, C and D contain your required descriptions.
Save the file in the CSV file format.
Select Import phone numbers, then select your file to upload, and OK.
A confirmation window will be displayed.
After a successful import your phone numbers and their descriptions will be displayed in the table.

Time periods

Add time segments that can be applied to reporting, to display usage or fees over periods of time.

Select Add time periods
Add a name for the time period and then add start and end times. Start and end times must be entered in 24-hour time format as hh:mm (example: 18:00) and cannot overlap with other time periods. Once you have entered all time periods, select Save.
Apply time periods to reporting, to show a breakdown of usage or expenditure across time segments, by adding the time period data type to a report.
When editing or creating a custom summary report, select time period under group.
When editing or creating a custom detail report add it to the included data, under the Columns field and sort by Time period.

Tools

Filters

You can create custom filters to help narrow and refine the data results in your reports. You can customize an existing filter or add new filters for any report type.

Filters allow you to designate certain criteria by which to narrow the results of your reports. They are especially useful when filtering data to locate a specific group of calls (e.g. calls to clients, after-hours calls, calls made by branch offices.)

Filters are associated with a report type just as reports are (e.g., usage, service and equipment). A filter of one report type can only be used for a report of the same type.

Filters created here will appear in the Filter drop-down list within reports.

Default filters have been created to help you drill down to specific information in your reports.

Filters are made up of three specific elements:

Criteria included in a report (e.g. invoice date, charge type)
A comparison operator (e.g. contains, is equal to)
A comparison value, which will generally be specific information.

Multiple criteria are connected with the selection ‘and’ or ‘or. ‘And’ returns a result when both conditions are found to be true. ‘Or returns results when either condition is found to be true. When more than two lines of criteria are joined with both ‘ands’ and ‘ors’, ‘ands’ will be evaluated first, that is, the criteria joined by ands will be evaluated before the criteria joined by ‘ors’.

Add filters

From the top menu, click Setup.
Under Tools, click Filters.
Select Add filter.
Select Start with a copy of an existing filter and select the name of the filter to copy, or select Start a new filter and select a report type on which the filter will be used
Click Continue.
Add a name for the filter and define the filter rules.
Choose if you want to share the filter with other users in your organisation.
Select Save.

Edit filters

From the top menu, select Setup.
Under Tools, select Filters.
Select the filter you want to edit and click Edit filter.
Edit the fields you want to change.
Select Save.

Remove filters

From the top menu, select Setup.
Under Tools, select Filters.
Select the filter you want to remove and select Remove filter. When prompted, select Remove filter again.

Markups

Create markups for use on reports. You can add a percentage, a fixed amount, or both.

Add markups

From the top menu, select Setup.
Under Tools, select Markups.
Select Add markup.
Enter a markup name, percentage, or fixed amount. If you enter a fixed amount and a percentage, both are used.
Select Save.

Edit markups

From the top menu, select Setup.
Under Tools, select Markups.
Select the markup you want to edit, and then select Edit markup.
Make your edits and select Save.

Remove markups

From the top menu, select Setup.
Under Tools, select Markups.
Select the markup you want to remove, and then select Remove markup.
Select OK.

Budgets

You can set up budgets, which appear on your billing page, to track monthly expenses by account. This will allow the organisation to see a visual guide of the budget variance for every billing period for an account in Billing.

From the top menu, select Setup.
Under Tools, select Budgets.
To make it easier to locate the relevant accounts, you can use Filter to reduce the number of accounts listed.
From the account list, select one or more accounts.
select Set budgets.
Enter the monthly budget amount you want to track against each account, and then select OK.
The budget will now appear on the Billing page for each account. You can change the view on the Billing page to see Budget % and/or Budget variance.

User profiles

Preferences

Set up preferences around confirmation and pagination display, and statement notifications.

From the top menu, select Setup.
Under User profiles, select Preferences.
Make selections to change your preferences.
Select Save.

Manage users

Admin users can set up access rights and user permissions for each user.

From the top menu, select Setup.
Under User profiles, select Manage users.
Make selections to change your preferences.
Select Save.

Account information

Account display

With the Account Display module, it’s easy to hide accounts from appearing within an organization. Hidden accounts are removed from all statement, reporting, and management views except for the Account Display page itself. Data from hidden accounts is removed from all calculations used to create dashboard modules or summary reports.

You can change account visibility back to online access by selecting the account and choosing Show accounts.

The Account Display module is an organization management feature not a user-level filter. This means if an account is hidden it is hidden for all users.

To hide an account

From the top menu, select Setup.
Select Account information, then Account display
You can search for accounts by selecting the More link and entering the account number in the Search value field
Select the accounts you wish to hide
Select the Hide accounts button.

If you have many accounts you wish to hide, start by hiding all accounts and then select those accounts you wish to show by selecting Show accounts.

T Analyst - setup tools

Setup tools