With I-Billing, you can get detailed information about charges and call history for your business. Check out our guides to find out how to use this powerful tool.

Statements

Log in to the I-Billing portal to retrieve information for the last 12 months of charges.

• To access statements, select Statements from the menu. The most recent statement will automatically load.
• To get line details, select the month in the Statement menu and select Expand Statement.
• To compare statements, select the statement date and the time period you want to review in the Compare menu.

Cost Allocation report

Log in to the I-Billing portal and select Cost Allocation from the Reports menu to review how charges are divided in your hierarchy.

• To review a hierarchy, select the statement month from the Data menu. Open the branch to access charges at the subscriber level.
• Export report data:
  1. Select Export.
  2. Select the format, then select OK.

Spend reports

I-Billing Spend can be retrieved using a Subscriber Summary Report from either the Summary Reports page or the Detail Reports page in I-Billing. Either of these reports can be customized to present the data in a variety of ways.

Spend Summary

Summarized by month and account. Make sure accounts are linked prior to running a report for multiple accounts.

1. Log in to the I-Billing portal, and from the Summary Reports page, select Add Report.
2. Select Start with a copy of an existing report: Subscriber Summary report type and select Continue.
3. Group the report by Month. Subgroup the report by Account Number.
4. Select Save.

Spend Detail

Summarized by Month, Account, and Subscriber. Make sure accounts are linked prior to running a report for multiple accounts.

1. Log in to the I-Billing portal, and from the Detail Reports page, select Add Report.
2. Select Start with a copy of an existing report: Subscriber Summary report type and select Continue.
   • Sort 1 by Statement Date
   • Sort 2 by Account Number
   • Sort 3 by Type
   • Sort 4 by Subscriber Number
3. Select Save.
4. You may need to order this report since it can be lengthy. Select the Order Report icon for the new report from the Detail Reports page.
5. Order the report as CSV format and select All Data from the menu to include all available records.
6. Select Submit Order.
7. When the order is complete, select the report from the Report Orders: Completed Orders: page to save to your computer.

Summary Reports & Details Reports pages (add, edit, order, or access reports)

Log in to the I-Billing portal and select Summary Reports or Detail Reports from the Reports menu to access the Reports page.

Add a report

1. Select Add Report from the Summary Reports or Detail Reports page.
2. Select Start a new report of type or Start with a copy of an existing report and select Continue.
3. Enter a name for the report.
4. Select a Default Filter from the menu or select None.
5. Select type(s) of information to sort by from the menus.
6. Select to include or exclude specific columns from the report.
7. Select Share this report to share the report with other users.
8. Select Save. The report is generated and saved.
9. To get your report, go to the Summary Reports page and select the report.

Edit a report

1. From the Summary Reports page or Detail Reports page, select the Edit Report icon.
2. Make any changes to the report type.
3. Select Save. The edited report type is displayed on the corresponding reports page.

Order a report

Ordering means setting the scope, frequency, and format of a report.

1. From the Summary Reports or Detail Reports page, select the Order Report icon.
2. Select the hierarchy level, data (month), and filter.
3. Select One-time or Monthly to produce this report just once or every month.
4. Choose the file format and page layout. I-Billing defaults to CSV in portrait format.
5. Select the number of rows to return. Select All data to return all rows.
6. Select the Notification option for actions that occur when the report is completed.
7. Select Submit order.

Access a report

1. From the Summary Reports or Detail Reports page, select the report name.
2. Select a month from the Data menu.
3. Select the hierarchy level from the Level menu.
4. Select a filter from the Filter menu.