Control Tower v22.0.0 - Operations Guide
Schedule Billing Report |
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This feature helps the user to define the billing report based on scheduled mode (Everyday/Weekly/ Monthly). Reports are emailed on scheduled date and time.
Menu Navigation: Report > Billing > Schedule Billing
Search:
1.To search for a specific report, click Search on the Schedule Billing Report screen.
2.Enter the search parameters on the search screen.
3.Click [RESET] to clear the data entered.
4.After entering the details, click [SEARCH] on the expanded panel.
5.List of required items appears on the next screen.
Modify/Remove
1.To modify a billing report, select the report to be modified from the list, and details entered for that report appear in the next screen.
2.Modify the data and click [Save] to update the modifications.
3.To remove the report, click [Remove].
New Billing Report:
Report > Billing > Schedule Billing > New Schedule
1.To create a new billing report, go to New Billing Report and fill the mandatory fields.
2.Select all the required options and click [SAVE].
Note: To know how to Search , Add or Modify, click here.
Field Descriptions:
Field Name |
Authorization |
Description |
Scheduled Report Name |
Mandatory |
Enter relevant scheduled report name |
Billing Report Name |
Mandatory |
Enter/Click search icon to select a billing report name. Billing report names (Report-> Billing-> Billing Report Name-> List All) flows. |
Mandatory |
Enter specified recipients email ID to whom report needs to be sent. Multiple Email IDs can be included in the Email field separated by “,”. |
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Start Date |
Mandatory |
Click calendar icon to select start date to schedule reports |
End Date |
Optional |
Click calendar icon to select end date to schedule reports |
Schedule Mode |
Mandatory |
Select schedule mode everyday/ weekly/ monthly using radio button |
-Every Day -Weekly -Monthly |
Based on the option selected, the system generates a billing report (daily / weekly / monthly) to the specified recipients as per the schedule. |
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