How do I pull one report for two separate branches?

[Belinda Frick]

Overview:

Before you setup the different reports the user's need to be configured under different branches,
departments and sections and linked to either an extension or account code.

Also see:

Now you have to setup the user's under different branches.

Click on DATA. Choose USERS.
Click on the Branch tab.
select one of the Branches you created in Lookups.
Click on the tick to save it.
This must be done separately for each user.

Once that has been done

Try the company cost analysis report first in Standard Reports. If this does not supply you with
sufficient information procceed to the following:

Proceed to REPORTS -> CUSTOM REPORTS

DESCRIPTION: Enter a description for the report (you could use the company names)
REPORT OPTIONS: Tick "summary"
SUMMARY REPORT FORMATS: Detail with summary
ORDER BY: Group
GROUP BY: Branch
Select All Branches, departments and sections

The above Report will show you the call detail for all the branches on the same report.


If you require the report to contain detailed information such as the extensions from which the
numbers were dialed proceed to the following: (This report will have to be pulled more than once according
to the number of different branches.)

Change GROUP BY from branch to extension.
Setup report for EACH branch, Department and section.


This report will only print under the branch specified,
therefore a report must be set up for each branch. It will show
each branch with a total.