The Report Home page lists all available reports under their respective categories. The main categories are:
§ Main Reports
§ Trending and Variance Reports
§ Usage Reports
§ Managed Services Reports
§ Firm Fixed Price Reports
§ Diversified Group Services Reports
You perform different activities from different sections of the page.
You set up specific report parameters and run reports by clicking the required report link.
Above the list of reports are the selection fields for selecting the invoice month, services, and accounts for the report.
On the right side of the page are sections for managing your saved report templates and company report templates.
You can also view the reports history and the data dictionary for all or specific reports.
To display the Reports Home page:
§ On the main menu bar, from the Reports menu, select Reports. The Reports Home page is displayed.
Note: Firm Fixed Price reports can only be viewed by those accounts that include the Firm Fixed Price Billing Arrangement.
The Firm Fixed Price Reports includes apportioned service costs, taxes, surcharges, and fees, where the service price does not change as a result of any increase or decrease in related taxes, surcharges, and fees.
You can specify whether your invoices will or won’t display separate tax, surcharge, and fee charge line items. Firm Fixed Price functionality is applicable to bundled service charges. The bundled individual service components can have varying tax, surcharge, and fee requirements.
Two separate billing reports contain billing data where service line item charges are aggregated as service costs, taxes, surcharges, and fees. These reports are:
· Regulatory Fees Report - Firm Fixed Price
· Taxes, Surcharges, and Fees Report
Related Topics
Reports and Related Activities