Bill Analysis Reports within Premier eBill

For Reporting and Billing Foundation Account Types

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Table of Contents
What are Bill Analysis Reports Report Categories in Bill Analysis Utilizing Reports within Bill Analysis Using Bill Analysis Resources 3 4 12 17 29

2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

What are Bill Analysis Reports?

In Premier eBill, Bill Analysis Reports help administrators analyze their mobility charges and usage at an account or user level. Benefits of Using Bill Analysis Reports
Begin from a set of pre-defined reports that are fully customizable. Pull data for up to 16 consolidated billing periods. Customize reports to add/remove columns, filter, sort, subtotal, and change output type.
Download or deliver reports in the following file types: PDF, CSV, XLS, XML, TXT (depending on report selected).

Report Categories
Cost Center Reports - reports allowing administrators to view results based on organizational levels through various cost centers.
Year to Date Reports - reports allowing administrators to view trends over time across multiple billing periods. Usage Detail Reports - reports allowing administrators to view detailed usage report by device. Other Reports - reports with varying purposes to allow administrators the flexibility of report customization. Remittance Reports - reports providing detail of charges as presented on the FAN remittance document.

Save customized reports as templates for monthly use. View all reports generated offline within the last 45 days. Identify settings for automatic recurrence and delivery. Access the Data Dictionary, which provides a detailed view of all information that can be included in a specific report.
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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Invoice Reports - reports providing overview of charges on a specified invoice.

Report Categories in Billing Analysis

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Report Categories Cost Center Reports

What type of information can administrators view from pulling a report within the Cost Center category?
The Itemized Feature Charges report is the only report that will show a list of all features (descriptions and charges/credits) for each user. All other reports showing feature charges will show a sum of the items as seen on this report. The Itemized Other Charges & Credits (OCCs) report is the only report that will show a list of all OCCs (descriptions and charges/credits) for each user. All other reports showing OCCs will show a sum of the items as seen on this report. These reports may include a cost center as assigned by geographic location of the user. All reports in this section can be generated on single or multiple foundation accounts.

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Report Categories Year-To-Date Reports

What type of information can administrators view from pulling a report within the Year-To-Date Reports category?

Company administrators can view the trend of summary charges and use over 2-16 months of recent history at the foundation account level (Company Summary).
Administrators can view the trend of summary charges and use over 2-16 months of recent history on each wireless number and billing account (Service Summary).

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Report Categories Usage Detail Reports

What type of information can administrators view from pulling a report within Usage Detail Reports category?

These reports provide a list of every call, data or messaging event including the date/time of the event, location when the event occurred and quantification of the event such as 5 minutes or 53 KBs. The All Data Export Usage Detail report (found in the Other Reports category) is a single report that includes all content of these 6 individual reports.

2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Report Categories Other Reports

What type of information can administrators view from pulling a report within Other Reports category?

Administrators who want all the most detailed data available for a specific billing period should pull the All Data Export Service Summary report. This report encompasses a majority of the available data elements that Premier eBill provides. For an itemized report of all equipment costs by wireless number (including tax, shipping and handling, unit charges), the Equipment Detail report will provide the most comprehensive data. For orders placed during the bill period that are charged to the monthly invoice, the OtherEquipment Detail report displays a description of each piece of equipment in the transaction. Premier eBill does not offer an inventory report that provides a list of all current equipment details.

2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Report Categories Remittance Detail

What type of information can administrators view from pulling a report within Remittance Detail category?

Company administrators can pull the FAN Remit Detail Current Charges report to view the foundation account level total charges by category, and it will always match the Foundation Account Remittance Form.
For a listing of detail items which sum up the Total NBS Charges & Credits or the Adjustments on the foundation account Remittance Form, company administrators can pull the NBS Corporate Charges & Credit report respectively.

The FAN Detail Current Charges report is an excellent break out of the total charges for the entire foundation account by charge category like Monthly Access Charges or Airtime Charges, etc.

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Report Categories Remittance Detail (cont.)

What type of information can administrators view from pulling a report within Remittance Detail category?

Reporting foundation accounts are not likely to have foundation account level charges through a Foundation Account Remittance form. Bills are paid at the billing account level but additional charges such as CD re-burns may be applied at the foundation account level. In this case, the Invoice reports in the Bill Analysis section can provide detail on charges. Billing foundation accounts are billed on the foundation account level so the FAN Remit Detail Current Charges is the proper amount to pay. All credits or charges on the billing account or wireless number level are consolidated with other billing accounts under the same foundation account.

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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Report Categories Invoice

What type of information can administrators view from pulling a report within Invoice category?

Administrators can pull similar information as presented in the invoice for a foundation account or billing account for one specific wireless number.
The Statement of Account report includes total amount billed and payments where applicable.

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Utilizing Reports in Bill Analysis

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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Utilizing Reports Within Bill Analysis

Through proper use of the reports within Bill Analysis, administrators can access the top users with the highest usages as well as those top users with no usage.

Administrators will need to pull any report showing usage summary totals like the All Data Export Service Summary (ADE-SS) or the Charges and Usage Summary and use the Filters parameters to achieve this request.

Once filters are set, select the output and other customization options, and then save the report with the report name.
This report is now saved under Saved Report Templates section on the Reports Home page.
2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

To pull all users with no usage, select the following filters:

Total Voice Minutes of use equal to 0 AND Total KB Data Usage equal to 0 AND Total Number of Events equal to 0

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Getting the Most from Your Reports

Depending on the specific information you need to manage your account, a combination of Bill Analysis Reports may be needed to provide the deepest level of detail and be able to account for all charges on the Remittance Slip. Provided below are two separate suggestions to help find the specific information needed in relation to your Remittance Slip: 1. Use the All Data Export Service Summary (ADE-SS) report for ALL charges on the wireless number and billing account level. Ensure any columns you want and are available to add to the report are included (additional columns must be added within the Report Parameters - Columns Tab). To help further detail the specific summary charges, administrators can pull the ADE-SS report AND the following report for detail charge breakdown.
Supplemental Report for a detail breakdown Associated data charges within ADE-SS report Billing Account Other Charges & Credits Service Level Other Charges & Credit

Itemized Other Charges & Credits (Under Cost Center Report Category)
Note: The Itemized Other Charges & Credits report also includes National Account Discounts and Pooling Credits

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Getting the Most from Your Reports (cont.)

Supplemental Report for a detail breakdown Associated data charges within ADE-SS report
Billing Account Equipment Charges Billing Account Equipment Taxes Billing Account Equipment S & H Total Service Level Equipment Charges Equipment Charges/Credit Amount Equipment Tax Equipment S&H Total Feature Charges Features Charges MRC Modifier Description Features Charges MRC Modifier Amount Basic Voice Features Voice Mail Features Wireless Office Services Abbreviated Office Dialing Features International Features Additional MOU Features Data Features Wi-Fi Features Messaging Features Other Fees Other Features Billing Account Feature Charges Wi-Fi Features

Equipment Detail Report (under Other Reports Category)

Itemized Feature Charges Report (under Cost Center Reports Category)

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Getting the Most from Your Reports (cont.)

2. Use the All Data Export Usage Detail report to get all voice minutes of use, data use, video share use, and messaging events.
For a specific report detailing only one of the charge types within the All Data Export Usage Detail report, administrators can pull the following reports:
Messaging All Calls (voice) Roaming Calls Voice Video Share Calling Data If any of the following appear on the foundation account Remittance Slip, administrators can generate the corresponding report under the Remittance Detail report category:

Adjustments NBS Corporate Charges & Credits Balance Transfers Payment Transfer (from Local Markets)

Note: Using the reports as an audit tool, company administrators can use the Foundation Account Remit Detail Current Charges report (located under Remittance Detail report category) to ensure all other reports total up to the Remittance slip by charge category.

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Using Bill Analysis

Accessing Bill Analysis Reports Custom Report: Creating, Using, Saving, Retrieving Data Delivery Portal Notifications

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Accessing Bill Analysis Reports

1. Log in to Premier by entering your Username and Password. 2. Click the Billing tab. This opens the Premier eBill homepage.

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Accessing Bill Analysis Reports (cont.)

3. In the Menu Options section, under Reports, click Bill Analysis.

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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Accessing Bill Analysis Reports (cont.)

4. Select the report that you want to run by clicking the name of the report or an icon next to the report name.
In the center are the predefined reports that can be immediately run in three formats simply by clicking icons. The three formats are: Open in Premier Open in Excel Open in PDF

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Creating a Custom Report Modifications Page

You can create a customized report from a predefined report. First select a predefined report from the Reports Home page. Then select the options on the Modifications page (shown below) that you want to include in your report.
The Data Dictionary provides content descriptions along with technical layout and field information for every Bill Analysis report. You can easily customize and modify your reports using these tabs.

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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Creating a Custom Report - Modification Options

Sorting
Ascending

Summarization
Similar to eBill Subtotal capability Subtotal by 9 fields Last summary level is presented in the first column

Output Format
Online Presentation Formatted Excel Format Standard Excel Report Comma (with or without heading)

Filters
10 filter conditions available 4 rows of filter criteria presented Additional 6 rows can be added

Lowest 5
Lowest 10 Lowest 20

Lowest 50
Descending

Top 5 Top 10
Top 20 Columns Ability to rename columns

Pipe (with heading)

Top 50

Tab Delimited
PDF Landscape PDF Portrait

Highlighting Easily analyze and point attention to significant items

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Working with a Custom Report

View Report attempts to generate the report in real time. Note: If the report can not generate in 10 seconds or less, it will defer automatically to run offline. The report will be available in Report History.

Reports that have been generated offline can be found in Report history.

Save Report saves your customized report template. These are available on the Reports Home page in the Saved Report Templates section.

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Saving Your Customized Template

Click Save Report to save your customized report.

Provide a distinct customized Report Name for your report (and a description if you want). Folder selection is set to Default if you do not have another folder in the dropdown. Click Save.

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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Retrieving Customized Reports

To run a new report using a saved customized report template, select the report name (linkable text) within the Saved Report Templates section. You can also run the report by clicking one of the icons next to the link. To modify a customized report, click the report name (linkable text). Modification options are displayed. Make your changes and click Update (to replace current report options) or Save Report (to save a brand new customized report).

To retrieve or modify the report templates already saved, click Bill Analysis. Youll see the Reports Home page.
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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Retrieving Saved Reports

Click Report History for a view of all reports generated offline.

Reports are automatically deleted from the Report History page after 45 days.

To retrieve or modify the reports generated offline, click Bill Analysis.

Youll see the Reports Home page.
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Report Notifications Alerts

Administrators can setup how they are notified when offline reports are available.

Both Online and Email options are selected by default. The Email option proactively notifies you through email. The Online option provides notification only when you are logged into Premier eBill.

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Click Configure Alerts under Menu Options on the Premier eBill homepage.

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Report Notifications Alerts (cont.)

The Alerts section on the Premier eBill homepage displays new online alerts.
Once you select an alert it will no longer appear in the Alerts section. Alerts remain until selected.

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Resources
For further details on Reports, click User Guide in Premier eBill and go to section 7 of the guide.

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2013 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.