Vodavi Call Sort Pro Users Guide

Entering Administration Information 4-9
May 1999System Administration
Account Codes
CallSort Pro is capable of producing detailed and summary reports for billing customers for 
telephone calls, if you configure account codes and your telephone system supports account 
codes. The account code reports save you the tedious and time-consuming task of sorting 
through the phone bill to collate billing information.
To begin entering account information:
1. Select  then , or click on the dollar sign icon at the...

4-10 Entering Administration Information
System AdministrationMay 1999
2. Enter the account information as follows:
ˆAccount -- Enter account code for this information.
ˆAccount Name -- Enter the name of the account for this account code. For example, 
this would typically be the company name associated with the Account number.
ˆOwner -- The person within the company that is responsible for this account. You 
can either type in a name, or use the pull-down menu. When you select an owner, 
you will see...

Entering Administration Information 4-11
May 1999System Administration
1. Select  then , or click on the right telephone icon at the 
top of the screen. The following screen is displayed:
2. Address the fields along the right-hand side of the screen as follows:
ˆTrunk -- Enter the number for the trunk that appears in the SMDR data.
ˆFacility -- Type the name or use the pull down menus to enter the facility name. The 
Facilities tab under the System properties defines the facilities options.
ˆPhone Number...

4-12 Entering Administration Information
System AdministrationMay 1999 

CallSort Pro v3.0 User’s Guide May 1999
5 Generating Reports
After call records are priced and processed in the Administration module, you can use the 
Callsort Pro Reports module to create and generate call reports. This chapter explains how to 
use the reporting options and describes the various reports.
Administration Setup
To begin Administration Setup, select CallSort Pro from the available CallSort options. When 
prompted to enter your user name and password for the first time, enter 
MANAGER in...

5-2Report Options
Generating ReportsMay 1999
Report Options
The right-hand of the screen contains all options that are related to reporting. Any field with an 
* (asterisk) is required for reports. Modify the fields as options:
Table 5-1: Report Options/Descriptions
Name A descriptive name for the report. 
Types* There are three general report categories.
†Traffic Reports lend insight into the operation of the phone system by 
providing information on: total/average call duration and call counts; 
costs...

Report Options5-3
May 1999Generating Reports
Level Options There are 1-4 options depending on how your system is configured. These 
options allow you to run a report for a specific level of your company.
For example:
†Level 2 is defined as Department and you have defined Sales, Technical 
Services and Accounting departments.
†If you wish to run a report on the Sales department, you define the 
Department option as Sales and all extensions within the Sales 
department.
Minimum Cost Selects calls of...

5-4Running a Report
Generating ReportsMay 1999
Running a Report
Once you’ve adjusted report filters as needed, you’re ready to run your reports. Select Run 
from the Reports pull-down menu, or press the Play button on the icon toolbar.
Once the report has been generated, it is sent to the output device you selected.
†Reports that are first sent to the screen can be printed after they are viewed.
†All other report outputs, for example: sending to the printer or to a file format, go 
directly into that...

Running a Report5-5
May 1999Generating Reports
Scheduling Reports to Run Automatically
While many of the reports you will run with CallSort Pro provide on-demand answers, there 
may be other reports you’ll want to run on a regularly scheduled basis. Any report generated by 
CallSort Pro can easily be set up to run automatically at regularly scheduled intervals.
Adding a Report to Scheduled Reports
Scheduled reports are categorically divided into Daily, Manually, Monthly, Once, and Weekly 
reports....

5-6Running a Report
Generating ReportsMay 1999
Organization Reports provide both Detail and Summary information regarding general phone 
activity within your organization.
†Detail reports itemize all telephone activity, listing the actual numbers that are dialed, or 
in the case of incoming calls, providing the time the call came in.
†Summary reports provide condensed information, including total number of calls, 
duration, and cost. Use these reports to control abuse, perform client billing, resell long...