AT&T IP Flexible Reach Customer Portal: Enterprise Administrator Support

Create an Account Code Summary Report

An Account Code Summary Report is a list of account codes that contains the total number of hours, minutes, and seconds for calls that used each account code during the specified report period and for other input filters you set.

To create an Account Code Summary Report

From any page in the AT&T IP Flexible Reach Customer Portal, click REPORTS in the main menu bar. (See Create a New Report.) The Enterprise Reports view of the Reports page appears.
Click New Reports.
Click Account Code Summary Report. The Account Code Summary Report page appears.
To the right of Summary Period, select a date or date range and a time zone.
- You can enter a single date in the left date field, or enter a date range in the two date fields. The date range can't exceed 35 days.
  Enter the dates in MM/DD/YYYY format, or select dates using the Calendar icons .
  
  Note: You must enter a date in the date field to the left. The date field to the right is optional.
- From the dropdown list below the date fields, select a time zone.
To the right of Account Codes, select All account codes or enter a single account code in the field provided.
To the right of Calls made using Account Codes by, select All groups, Specific group(s), or Specific departments.
- If you selected Specific group(s), click Find Group(s) to select groups. The Find Group(s) window opens.
  - To select the groups you want to generate an Account Code Summary Report for, check the boxes to the left of the group names.
  - To find specific groups, use the Search tool.
  - To select all groups on the current page, check Select Current Page. To select groups from all pages, check Select All Pages.
- If you selected Specific department(s), click Find Department(s) to select departments. The Find Department window opens.
  - To generate an Account Code Summary Report for the departments you want, check the boxes to the left of the department names to select them.
  - To find specific departments, use the Search tool.
  - To select all departments on the current page, check Select Current Page. To select departments from all pages, check Select All Pages.
- When you’re finished selecting groups or departments, click Done.
If you want summarized data, check the box to the left of Include summarized Account Code usage across groups.
Click Generate Report. After the report is created, you can access it in the Enterprise Reports view of the Reports page.
- If your enterprise contains less than 200 groups or 1,000 phone numbers, the report is available for 2 days.
- If your enterprise contains more than 200 groups or 1,000 phone numbers, the report is available for 35 days.