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Setting up a recurring order for a detail use report

You can schedule to automatically receive a detail use report once a month in Usage Analyst; select the delivery format you want, and choose how you and your colleagues will be notified when a detail report is ready to view.

To set up a recurring order for a detail use report:

  1. Click Monitoring, click Voice Reports, then click Usage Analyst. 
Usage Analyst
  1. Select the radio button next to the account you want to view, then click LAUNCH USAGE ANALYST.

    Control Center opens Usage Analyst in a new tab. (Depending on whether you have Bill Analyst or Usage Analyst set as the default view, you may have to click View: Usage Analyst in the upper-right corner, and select View: Bill Analyst to change views.)  
Usage Analyst (showing Home tab)
  1. Click the Reports tab, then click Detail Reports.
Detail Reports
  1. Click the Calendar icon next to the report you want to order.
Order Report
  1. In the Order section, from the Data list, select Activity Date, then select either Current month's data or Previous month's data, then apply a filter from the Filter list.
  1. In the Order Frequency section, select the Monthly: On day __ of every month radio button for when you want to receive the report.
  1. In the Order Format section, select the format you'd like to receive your report in by doing one of the following: 

    • To receive a report in a portable document format, select the PDF radio button.

    • To receive a report in an editable Excel spreadsheet, select the CSV radio button.

    • To receive a report in Extensible Markup Language, select the XML radio button.
  1. In the Order Delivery section do one for the following:

    • For you to receive a notification by email when your order is complete, select the Notify me by e-mail when my order is complete radio button.

    • For you and your colleagues to receive a notification by email, do one of the following:

      • To receive a link to download the report without logging into the application, select the Notify me and any additional recipients below by e-mail, and include a link to download the order without logging into the application radio button. 

      • To receive the report as an attachment in the email, select the Notify me and any additional recipients below by e-mail, and attach the completed order. Files exceeding 2MB will not be attached radio button. 

      • To send the order to your SFTP location, select the Notify me and any additional recipients below by e-mail, and send the order to the selected SFTP location radio button, then from the SFTP Locations list, select the SFTP destination. Before you can select this option, you first need to add an SFTP location to your account.

        Type the email addresses of your colleagues who need to know when your order is complete in the Send Additional Notifications To field.
  1. Click Submit Order.

    Usage Analyst lists the order on the Pending Orders tab.