BT Billing Analyst 2 · BT Billing Analyst 2.08 Quick guide 3 BT Billing Analyst Pro On launching...

BT Billing Analyst 2.09

Quick guide

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Using a variety of reports and its key, BT Billing Analyst enables you to examine your telephony spend across mobile, telemarketing, Featurenet, Openzone and more.

The software is available free of charge to registered customersfrom www.bt.com/billingvalueadd, and must be installedon a PC to be used.

Customers wishing to use BT Billing Analyst must first register their copy of the software online. Registration is an important part of the process, as it will enable BT to advise customers of new enhancements and software releases of BT Billing Analyst.

This Quick Guide is a map of the menu buttons within BT Billing Analyst providing you with a clear overview of the various menus and functions available. This allows you to navigate quickly and easily to the menu items you wish to use. If you are viewing this guide on a computer connected to the internet, you can access more detailed, illustrated instructions on using BT Billing Analyst by clicking on the title at the top of each page.

http://download.btbillinganalyst.com/


BT Billing Analyst Pro

On launching BT Billing Analyst Pro, the main screen displays five panels: Bills, Utilities, Information, Set up and Enhanced Facilities.

Bills

Utilities Enhanced Facilities

Information

Set up

1.1

1.2

1.3

1.4

1.5

Import Bills

Summary Reports

Itemised Call Reports

Private Circuits Mobile Handset

Reports

2.1

2.2

2.3

2.4

2.5

Cost Centre Management

Inter Site Management

Phone Book

Management

Call Tag Management

Out of Hours Management

3.1

3.2

3.3

3.4

3.5

Scheduler

Bespoke Report

Generator

Trend and Budget Tracker

Create Cost Centre Projects

OneBillPlus Report

Help

Product Help

Online User Guide

Video Tutorial

Version

Download program upgrade

Switch to Analyst Lite

You can easily

toggle from Analyst Pro to Analyst Lite.

To change your default view, right click the Switch to

Analyst Lite button.

2.6 Password Protection

3.6 Backup/Restore Options

2.7 Group Bill

Management

2.8 Mobile On-Net Management

2.9 Folder Management

2.10

2.11

Manage Project Bills

Number Monitor

Management


YES

NO

Bills – 1.1 Import Bills

Import Bills

Select the Data type to Import

Click radio button to select import type

Use the file dialogue box to find the data you wish to import. Click

Open

Are you starting a new Project? Click New Project File

Are you appending a bill to an existing project? Click Append to

Existing Project File

Do you want to import multiple OneBills into separate projects? Click Multiple Project Destination Folder

Create and save a name for your new Project

Open the existing file to append Select destination folders for multiple projects

Do you want to reselect a different

project? Click Reselect Project

Does the name already exist? Stop Import

NO

Append to Existing Project?

NO

Do you want to overwrite it?

YES

Do you want to Auto Tag NO

calls on import?

Click the green Start Import Button

YES YES

Complete the call tagging options and click Accept


Viewing Reports

Select Report type (Summary, Itemised Call, Private Circuits, Mobile Handsets) from the panel on the Main Menu Screen.

Select Project using the Select

File button

Select Parameters YES

The coloured bars beneath each report button identify the parameters that

can be applied to that report

NO

Select Reports

Enable or disable Phone Book if appropriate

Print report

Export report if appropriate (Excel or CSV file)

View report details

Drill down if appropriate


Bills -1.2 Summary Reports

The report screens allow you to create tailored Summary, Itemised Call and Private Circuit reports by the use of parameters where appropriate. You can sort filter and print these reports according to your needs.


Bills – 1.3 Itemised Call Reports

The Itemised Call Reports screen is accessed via the main BT Billing Analyst screen by clicking the third button in the Bills panel.

Itemised Call Reports

100 Most Expensive

100 Most Freq Called

General Reports

Call Summary Reports

Tagged Call Reports Conferencing

Report Select Panels

Mobile Reports

100 Longest

All Calls

UK Calls

Countries

Calls to Mobiles

All Calls

UK Calls

Countries

Calls to Mobiles

All Call Records

Calls to Number

Calls Not to Number

Calls from Tel. Number

All Calls Summary

Summary by Tel. Number

Summary by

Cost

Summary by

Duration

Usage Summary

Analysis by Originating No.

Conferencing Summary

Participant Summary

Telemarketing

UK Reports

Summary By

Number

Summary By No. Group

International Summary

International

Reports

Summary By

Number


Calls by Duration

Telemarketing Trends

Summary By Number


Destination

Roamed from Mobile

Roamed from Mobile

ChargeCard Calls

Directory Enquiries

Special Call Charges

Out of Hours Report

Line Selection

Inter Site Analysis

Call Trends

Simultaneous Calls

Daily/Hourly Summary

Repeat Caller Report

Monitored Numbers report

All Records

Openzone

All Call Records

Cost Centre Summary

Service Charges

User Summary

Top 100 Hotspots

Top 100 Users by Duration

Top 100 Users by Cost

All Records All Records


Bills -1.4 Private Circuits

The Private Circuit Reports screen is accessed via the main BT Billing Analyst screen by clicking the fourth button in the Bills panel.

I

• l

•

•

•

•

•

j j


Bills- 1.5 Mobile Handset Reports

The Mobile Handset Reports screen is accessed via the main BT Billing Analyst screen by clicking the fifth button in the Bills panel.

• This bu tton will only be v isi ble for f usion data

M ob1le Handset Reports


Utilities – 2.1 Cost Centre Management

Click the Cost Centre Management button in the Utilities panel on the Main Menu Screen.

Select Project

Update Cost Centres

Cost Centre Utilities

Cost Centre Address Info

Edit Cost Centres Remove Cost Centres but leave Service Nos/Refs

Manage Address Info

Add/Find/Delete/Retrieve Deleted Service No/Ref,

Remove Cost Centre Detail

Add/Edit/Delete Cost Centre

Update Featurenet Bill Numbers

Import Address Info from CSV

Find Service No./Ref

Restore Cost Centre Details from Bill

Address Import Exceptions Report

Select Number Delete Address for Selected number

Save/Cancel

Changes

Check for Missing Entries Add/Edit/Delete Address

Save as CSV Import Cost Centres from CSV file

Save/Cancel Changes

Print Cost Centre Details

Select CSV file to Import

Save as CSV

Import Service Number/ Ref and Cost Centre Levels

Print Cost Centre Details

Save/Cancel Changes


Utilities- 2.2 Inter Site Management

Click the Inter Site Management button in the Utilities panel on the Main Menu Screen.

Edrt Telephone Numbers

C reate DD I Ranges

Save/Cance l C h a n ges

Save as CSV

Prrnt Te lep h one Deta r I s


Utilities- 2.3 Phone Book Management

Click the Phone Book Management button in the Utilities panel on the Main Menu Screen.

Edrt Phone Book

Add/EdIt/Delete Phone Book Names

Add/Frnd/Delete Tel No

Save/Cancel Changes

P rrnt P h one Boo k Deta r Is

l Save as CSV


Utilities – 2.4 Call Tag Management

Click the Call Tag Management button in the Utilities panel on the Main Menu Screen.

Select Project

Import Telephone Details

Setup Details

Retrieve Tel Nos from Billing Information

Append Tel Nos from CSV file

Edit Generic Call Tags

Select Call Tag Options Select CSV file to Import

Add/Edit Call Tag Names

Generic Cross

Project Tagging Map data as Telephone

Number, Call Tag ID, Category and Sub Category

Add/Find/Delete Tel No

Over Write Option Save/Cancel Changes Save/Cancel Changes

Auto Tag as Private Save as CSV

Auto Tag as This Business

Print Call Tag Details

Call Tagged at Source

Accept/Cancel


Utilities – 2.5 Out of Hours Management

Click the Out of Hours Management button in the Utilities panel on the Main Menu Screen.

Select Project

Select the Template

Add/Edit Template

Select Cost Centres

Define Out of Hours by Day

Define Out of Hour Holiday Period

Delete Template

Save Template

Save Template as

Default Settings


Utilities- 2.6/7/8 Password Protection/Group Bill & Mobile On-Net Management

Click the Password Protection, Group Bill Management or Mobile On -Net Management button in the Utilities panel on the Main Menu Screen.

Enter username, password and verrfy password

Select ProJect

Remove Password Control

Cancel

Save changes

Add New Group Brll Name

EdrtGroup Brll Name

Delete Selected Group Brll Name

Delete Group Bill Name

Add New M obile Number

Edrt M obile Number

Delete M obile Number


Utilities – 2.9/10/11 Folder Management/Manage Project Bills/ Number Monitor Management

Click the Folder Management button, Manage Project Bills button or Number Monitor Management button in the Utilities panel on the Main Menu Screen.

Folder Management

Set Directory to Shared

Manage Project Bills Select File

Number Monitor Management

Select Project

Set BTBA Folder Delete Selected Bill Update Numbers

Set Project Folder Add/Delete

Set Backup Folder Save/Exit

Save/Cancel


Enhanced Facilities – 3.1 Scheduler

Click the Scheduler button in the Enhanced Facilities panel on the Main Menu Screen.

Scheduler

Options (Click the options button at the bottom right

of the screen)

Specify output path & default output option

Set up email options

Select the email client

Specify send or save email

Email message

Specify the default email address

Add/Edit Schedule

Schedule Title

Selected Project

Selected Template

Schedule Run Date

Save as/Save/Delete/Cancel

Delete Schedule

Manage Templates

Edit/Delete Template

Backup/Restore Options

Restore from Backup

Delete Backup Files

Activate System Backups

Disable System Backups

Set Backup Folder

Exit

Add/Delete/Import/ Export Address

Save changes


Enhanced Facilities- 3.2 Bespoke Report Generator

Click the Bespoke Report Generator button in the Enha need Facilities panel on the Main Menu Screen.

Choose appropnate or

default parameters

J


Enhanced Facilities- 3.3 Trend and Budget Tracker

Click the Trend and Budget Tracker button in the Enhanced Facilities panel on the Main Menu Screen.

Select Pro1ect

Budget T rae kr ng T ren d r ng

Reports

Add Nw M astr Budget

Add New Cost Centre Budget

Ed rt Sel ected Budget

Delete Sel ected Budget

Selected Budget in Parameters

Delete Trend Entry

Delete All T rends

C reate From ProJect

Trend Reports

Recurrrng Charges

Trend

Select Cost Centre

Level Option and Cost Centre or Sevice

Number Option

Total Charges

Telemarketr ng

Usage Charges

Select Accumulated

Report's Cost Centre Level


Enhanced Facilities – 3.4 Create Cost Centre Projects

Click the Create Cost Centre Projects button in the Enhanced Facilities panel on the Main Menu Screen.

Select Project

Select Destination Folder

One Project File per Cost Centre

Selected Cost Centre

Create Database Select the Cost Centre Level

Apply/Cancel

Create Database


Enhanced Facilities – 3.5 OneBillPlus Report

Click the OneBillPlus Report button in the Enhanced Facilities panel on the Main Menu Screen.

Select Project

Select Reports from Available Reports

Itemised Reports for Mobile and Telephony Billing Detail

Output to Printer

Output to Excel

Produce Report

Select/Deselect


Enhanced Facilities – 3.6 Backup/Restore Options

Click the Backup/Restore Options button in the Enhanced Facilities panel on the Main Menu Screen.

Backup/Restore Options

Restore from Backup

Delete Backup Files

Activate System Backups

Disable System Backups

Set Backup Folder

Set Backup Folder to Default

Exit


Reports

BT Billing Analyst Lite

On I au nching BT Billing Analyst Lite, the home page displays an at-a-glance report of your bill, plus links to Favourite Reports, Online Services, Value Added

Services, the Dashboard, and Information Hotspots.

Homepage Favourite Value Added

Online Services Services Information

Hotspots

You can easily

toggle from Analyst P ro to Analyst Lite


Customising the Lite homepage

Select Favourite Reports Customise Dashboard Customise Hotspots

Clrck on a lrne to c hange the defrnrtron for a

horiZontalrndrcator by choosrng from the d ropdown menu

T h e H otspots wrll be col o ured g reen , a mbe r o r red to r nd r cate wh ere yo ur spend fa ll s

r n you r Thres h ol d va lues

Further Assistance

A range of resources is available to provide guidance and support for BT Billing Analyst:

BTBA Online User Guide A detailed, illustrated guide providing information and instructions on all aspects of using Billing Analyst Lite and Pro versions. http://www.btbauserguide.com

BTBA Video Tutorial A training resource with clear, voice-over instructions and video examples covering all of the most important areas of BT Billing Analyst, such as getting started, importing bills, basic functionality and advanced functionality. http://www.btbatutorial.com

For additional help or information, please contact the BT Billing Analyst Helpdesk on 0870 241 4670 or email [email protected] BT Ireland Customers should contact 1800 806 806 Please note that this number is for BTBA technical enquiries only. For billing enquires please call the phone number shown on your paper invoice.

Offices worldwide The telecommunications services described in this publication are subject to availability and may be modified from time to time. Services and equipment are provided subject to British Telecommunications plc’s respective standard conditions of contract. Nothing in this publication forms any part of any contract.

© British Telecommunications plc 2011. Registered office: 81 Newgate Street, London EC1A 7AJ Registered in England No: 1800000

Produced by BT Group Designed by Westhill.co.uk Printed in England

PHME 63255

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http://www.btbatutorial.com/

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BT Billing Analyst 2 · BT Billing Analyst 2.08 Quick guide 3 BT Billing Analyst Pro On launching...

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