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The configuration wizard contains fewer configuration options than the properties dialog that appears when you re-open the report configuration. Normally, the configuration options of the wizard are sufficient.
Example 1: Itemized Bill of Business Calls for each Department (
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2rd Organisation Chart Level) to each Department by Email
Goal: to create one report that will be executed for all departments. The report should display single business calls with date/time, destination number, city name, duration and costs for each employee in the various departments. Every supervisor should receive the report concerning his/her department as PDF via email.
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Leave the other fields like they are and continue with "next ".
The “change on execution" option
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Page "Organisation Chart": next, select the departments to be included in the report. You can also select a superior level (here "sales"), all elements below this level will then automatically be included in the report. In the first page with the option “new page by” you have defined on which organisation chart level the report is to be carried out.
Page "Date": Select the date range here. If you want to run the report automatically and regularly by schedule, please select a generic date such as "last month".
Page "ArticlesItem": On the page "articlesItem" you can define the call type you want to evaluate. Since we only want to see the business calls in this report, we only tick the box "business call".
. Equipment costs and service cost are not of interesst here, so we don't aktivate these options.
Page "Item": Depending on your programm configuration it might be that there is a page called "Item II". On this page you can define if call independant costs like basic fees should be considered in the report. In this example we don't need these settings
Page "Filter Tel.": On these two pages you can define the call directions relevant for the report, the distance zones, which trunk lines the calls were made via, and the used network carrier tariff. Since we only want to look at the calls that cause costs, select "external outgoing calls" and "use all distances" as relevant call direction. You could use the distance zones to define a report that for instance only considers international calls. Leave the other filter options at their default values.
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