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Billing: How to Create Customized Reports

You can customize billing reports by creating a Preference (or report format) with selected column headings, such as Billing Period, Cost Center and Unit Type. You can create a Preference for any report type, but it can only be used for that type of report. Once a Preference is created, you can reuse, rename, edit, or delete the Preference. The last Preference used to run a report is the default Preference for that report.

You can access the customized reports through the Unit Billing Data menu item, which can be found in the following locations:

• Billing menu > Unit Billing Data
• Reports menu > Billing > Unit Billing Data

To create a customized report preference:

1. Open the Unit Billing Data page from either the Billing menu or Reports menu.
2. Select a BillingPeriod from the list of options in the pull-down menu.
3. Type the name of the new preference in the Add New Preference field and then click the add icon (+).
4. Select columns from the Columns list.
• Columns can be selected or deselected by clicking the checkbox. A check inside the checkbox indicates the column is selected.
• Columns can be moved up or down by clicking and dragging the column name.
5. Click the disk icon (below the list of column names) to save the preference.

To use a report preference:

1. Open the Unit Billing Data page from either the Billing menu or Reports menu.
2. Select a BillingPeriod from the list of options in the pull-down menu.
3. Select the name of the preference from the Preferences field.
4. Click Run Report.

To rename or edit a report preference:

1. Open the Unit Billing Data page from either the Billing menu or Reports menu.
2. Select a BillingPeriod from the list of options in the pull-down menu.
3. Select the name of the preference from the list of options in the Preferences field.
4. Edit the preference name in the field below the Columns field.
5. Select or deselect columns or move columns, as needed.
6. Click the disk icon (below the list of column names) to save the Preference.

To delete a report preference:

1. Open the Unit Billing Data page from either the Billing menu or Reports menu.
2. Select the name of the preference from the list of options in the Preferences field.
3. Click the red minus (-) icon to delete the Preference.