Customized Reports Dashboard

1. Navigate to Reports: Click on Reports (PC224) in the left-hand navigation menu.
2. Open Customize Reports: Under the Reports section, click on Customize Reports (PC1123).
3. This will open the Customize Report interface.

Report Structure

Once inside the module, you will configure how your report is built:

1. Select Base Report: Select a base report under the 4 categories: Subscriber Reports, Inventory Reports, Billing Reports, and Subscriber Lists.
2. Choose Data Columns: In the Select Fields section, check the boxes for the specific data points you want to include (e.g., Customer Name, MDN, Transaction Amount, Date).
3. Set Filters: Use the Filter section to narrow down your data, these may vary depending on report. You can set conditions such as:
   • Date Range: Specify start and end dates.
   • Status Filters: Include only "Active," "Suspended," or "Disconnected" accounts.
   • Agent/Channel: Filter by specific team members or sales channels.

Save and Execute

1. Save Configuration: Once all fields and filters are selected, you can Save My Selection, this will save your customized report to Saved Parameters (PC520). This ensures your customized report parameters are stored for future use.
2. Run Report: Click the Run Report button to view the results based on your custom criteria.

3. Export: If the output matches your requirements, use the Export button to download the data to CSV or Excel for further analysis.

Best Practices

• Start Simple: When building a new report, select only the most essential columns first. You can always edit the template later to add more details.
• Test with Small Data Sets: Use a narrow date range (e.g., the last 24 hours) when testing a new custom report to ensure the query returns the expected results before running it on larger data sets.