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.
On this page:
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:
- Select Export.
- 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.
- Log in to the I-Billing portal, and from the Summary Reports page, select Add Report.
- Select Start with a copy of an existing report: Subscriber Summary report type and select Continue.
- Group the report by Month. Subgroup the report by Account Number.
- Select Save.
Spend Detail
Summarized by Month, Account, and Subscriber. Make sure accounts are linked prior to running a report for multiple accounts.
- Log in to the I-Billing portal, and from the Detail Reports page, select Add Report.
- 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
- Select Save.
- 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.
- Order the report as CSV format and select All Data from the menu to include all available records.
- Select Submit Order.
- 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
- Select Add Report from the Summary Reports or Detail Reports page.
- Select Start a new report of type or Start with a copy of an existing report and select Continue.
- Enter a name for the report.
- Select a Default Filter from the menu or select None.
- Select type(s) of information to sort by from the menus.
- Select to include or exclude specific columns from the report.
- Select Share this report to share the report with other users.
- Select Save. The report is generated and saved.
- To get your report, go to the Summary Reports page and select the report.
Edit a report
- From the Summary Reports page or Detail Reports page, select the Edit Report icon.
- Make any changes to the report type.
- 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.
- From the Summary Reports or Detail Reports page, select the Order Report icon.
- Select the hierarchy level, data (month), and filter.
- Select One-time or Monthly to produce this report just once or every month.
- Choose the file format and page layout. I-Billing defaults to CSV in portrait format.
- Select the number of rows to return. Select All data to return all rows.
- Select the Notification option for actions that occur when the report is completed.
- Select Submit order.
Access a report
- From the Summary Reports or Detail Reports page, select the report name.
- Select a month from the Data menu.
- Select the hierarchy level from the Level menu.
- Select a filter from the Filter menu.
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