TOPAZ report: Account Code Report

[Belinda Frick]

The Account Code is linked to the User, therefore the report will
be the same if you group it by User or Account Code. We pull the
report by User to "hide" the Account Codes from the other Users.

If you want to display the account codes (which is not advised,
since everyone who sees the report has access to the codes), then
group by Account Codes in stead of User.

Creating a detailed Account Code Report by User:

Choose REPORTS.
Then choose CUSTOM REPORTS.
To create new report click on the +.
Enter the name for your report under DESCRIPTION.

For a detailed summary report tick SUMMARY and INCLUDED INCOMING
under REPORT OPTIONS.
Choose 6.DETAIL WITH SUMMARY under SUMMARY REPORT format.
Choose BETWEEN DATES under report selection.
Choose WHEN(DETAIL ONLY) under ORDER BY.
Choose USER under GROUP BY.
Enter 0 under MAXIMUM RECORDS to select all calls between the dates
specified.
Under FIELD SELECTION choose AccountCodes, then enter <>,
next <BLANK>.
You can leave SECTIONS/DEPARTMENT/SECTION blank if not used.

Enter between dates.

Save new report by clicking the tick sign at the top of the screen.

Please Note: This report will only print all calls made using
an account code.

If you want to see if people are able to make calls
without Account Codes, use the same report settings
as explained above, but change FIELD SELECTION to
the following settings:
AccountCodes, then enter =, next <BLANK>.

Creating a summary Account Code Report by User:

For a summary report Choose from option 3 to 5 under SUMMARY REPORT format.

This report will list each User (Account Code) under "description"
with a total of calls made for that user .
The calls for each user will be categorized according to the
"summary report" format you selected.
The report also has a grand total for all the calls made by the users.