Run and download reports
My Business Wireless provides a wide variety of reports that can help you track and manage your wireless accounts, as well as help you make informed decisions. The following represent some of the most-used reports:
- Account unbilled usage: Current unbilled usage for the account
- Call summary: Summary of voice usage and charges for each wireless number
- Data summary: Summary of data, messaging and purchase charges for each wireless number
- Device: Summary of devices and upgrade eligibility data
- Raw data download: A comprehensive report containing all monthly statement data
- Suspend wireless numbers: A detailed report of currently suspended wireless numbers
While logged in to My Business Wireless, you can create reports for specific accounts, lines or companies. Before running a report, you need to set up how you want your reports positioned.
To set up report positioning:
- Navigate to Reports > View All > Go to Reporting Position
- Choose between Billing or Company structure type*
- Choose the desired structure (Default or one you’ve created)
- From the Period dropdown, select a month from the 12-month rolling calendar
- Scroll down, click the Add (plus sign) icon, and select the desired accounts and mobile numbers to use with your report
- Choose the Search Scope (Entire Structure or From Current Location)
- Click Submit
The reports you run in the future will now use the positioning criteria you’ve selected.
If you have a lot of wireless numbers or accounts, you can further refine your report by using the following fields with the steps above:
- Elements: Refine report data by account number or wireless number
- Attribute: Once you select an Element, you can refine further with these Element options:
- Account number: By account number or account name
- Wireless number: By subscriber name, service number, account number, description, address, city, state or ZIP code
- Keyword: Enter a number, phrase or word to refine your search
* Billing structure or company structure are the two main criteria to choose from when creating and viewing reports. Billing structures are the most common of the two types, letting you create reports by account number, wireless number or company name. Company structure reports are set up by your organization, such as by department or business unit. These structures are usually created by your Primary Contact or an administrator.
To run a report while logged in to My Business Wireless:
- Navigate to Reports > View All
- Select the desired report
- Specify the desired criteria
- Click Run report
To schedule a report while logged in to My Business Wireless:
- Navigate to Reports > View All
- Select the report you want to run
- Click Schedule report if the option is available
- Provide a name and description for the report
- If you want an email notification once the report is available, click the appropriate box and enter the emails to which you want the report sent
- Choose either the Run once or the Run Every month tab
- Select a date range (if you’re running a billing report, choose a date at least 7-10 days after the billing cycle)
- Click Submit
- Once your report is generated, you will receive an email alerting you to its availability
Raw Data Download (RDD) reports are advanced reports designed for account administrators.* These reports facilitate the organization of data for multiple accounts and mobile numbers. They also let administrators customize their analysis of data by entering it into their internal systems, such as Microsoft Excel, Microsoft Access, Google Sheets, PeopleSoft, Crystal Reports and more.
To request the receipt of RDD reports while logged in to My Business Wireless:
- Navigate to Reports > View All
- Click Show More
- In the Other Reports column, click Raw Data Download (request to receive future Raw Data Download reports)
- Click Submit
- Click Continue in the pop-up window
* Not all My Business roles have access to RDD reports. You must have access to all of your company accounts in order to access them. If the RDD link isn’t on the Reports page, you don’t have access.
While logged in to My Business Wireless
- Navigate to Reports > View All
- In the Other Reports column, click Raw Data Download
- Select a month to start your report and click Download
- You’ll receive a .zip file that contains four text files containing raw data
To copy data from one of the files into a spreadsheet, open the desired text page, highlight and copy its entire contents, open your spreadsheet program, select the top left cell and paste the data.
A memo bill shows charges and usage details for a specific wireless number. The email address associated with the wireless number gets an email with the memo bill in an HTML attachment.
You can create a memo bill for:
- A specific wireless number
- Each wireless number on an account
- Each wireless number for the entire company
- Since memo bills are sent as individual emails, only create memo bills for the numbers or accounts actually needed
To create a memo bill for a specific wireless number while logged in to My Business Wireless:
- Navigate to Reports > View All > Go to Reporting Position
- Use the dropdown boxes to assign a mobile number to your Reporting Position
- The memo bill will be generated for the bill cycle that ends in the month shown in the Period dropdown. Confirm that the Period aligns with the bill cycle you want to report on
- Select Wireless Number in the Element and Attribute dropdowns
- Enter the desired wireless number or use the Keyword field to search for it
- Click Filter
- Click the number you want the memo bill for and make sure it’s in the Wireless Number section under Details
- Click Memo bill distribution in the upper right of the screen
- Click Distribute on the Memo bill distribution pop-up window
The memo bill will be sent to every email address connected with the wireless number. You can also download the HTML file to your computer and open the information in it in a browser window.
While logged in to My Business Wireless:
- Navigate to Manage > Account > Change memo bill email
- Search for lines, select lines on each account or select all lines on an account
- Click Continue
- Enter a new email address in the box (you can add up to four more emails by clicking the Add (plus sign) icon or Add another email address
- If you want these new emails to apply to all lines, click Apply to all
- Enter the new email addresses and click Submit
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