How to run reports: For an individual service

🔇 Video is visual only, no Audio

 

Video Summary: This video will demonstrate how to run an individual service report.

Timeline Notes: The below will highlight notable times in the video with additional context.

  • 0.12 - In the Service Number page, click on the "Cost & Usage" tab, then click on the PDF/sheet icon to download the usage statement. 

Note: It will always generate the statement based on the most recent billing period.

 

Running a report for a service over multiple months, or in different file formats

🎧 Video and Audio

 

Video Summary: This video will demonstrate how to run a report against an individual service for multiple months and the options of different export file formats. 

Timeline Notes: The below will highlight notable times in the video with additional context.

  • 0.36 - You can run this service report for as many months as there is billing data for this service in the portal.

  • 0.59 - You can export this report in 3 different formats:

    • PDF: For a snapshot of information or sharing externally without edit functionality.

    • EXCEL: Best to drill down into the data with the flexibility that excel provides.

    • CSV: Best used for using the data to upload into external systems.

  • 1.06 - This report will allow you to export both the summary of the services usage/charges, or the full itemization data.