Reports - Account Reports

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Reports - Account Reports

 

Overview

 

Generate or export a report based on Account Details.

 

In the 'Reports: Home' screen, click 'Account Report'.

 

 

 

 

Description

 

 

Search Options

 

 

Choose search filters.

 

Search Options

Report Type

 

Type of report to be previewed / exported. Options available are ADDRESS, LICENSE OR USER.

 

Customer

 

The customer/sub-customer to run the report for. If you do not have any sub-customers, this will be your root customer name.

 

Note that if the root customer is selected, data for that customer and all sub-customers will be returned.

Customer Status

 

Select the status of the Customer ; ACTIVE, INACTIVE or ALL.

Created From / To

 

Click to select a date. The time period of the activity you wish to report for.

 

Username

 

Free-text space to enter a specific Username.

Role

 

Choose the User's role ; Standard User, Customer Admin or All.

First / Last Name

 

Manually enter the First / Last name of the User to be filtered.

Primary User

 

Check this box if the User being searched is a Primary User.

 

 

Display the first 1000 records on-screen.

You can view the contents of a message in line by clicking on the dropdown arrow in the leftmost column.

 

 

Email a zip file containing report data. Click button and select an option from the drop-down menu

 

The export is a .csv file.

 

The file will be sent to the current user's email address as defined in their 'Personal Information' settings'.

 

Click here for more information on message report export format.

 

 

 

Maximum search timespan is one month (up to 31 days) within the recent 90 days period. Contents that are more than 90 days are automatically wiped from the system thereafter. AT&T GSMS will adjust the start/end date regardless of what is entered by the user.

This can be modified at a portal level. Raise a help ticket via help@sopranodesign.com for more information.

 

 

Report List

 

 

 

If your requested report exceeds the maximum amount of rows which can be displayed, it will be sent to you by email.