Spend & Usage Chargeback Summary Report

This Spend & Usage Chargeback Summary Report returns billing information by cost centre and includes region, country, service provider, account number, invoice number and invoice details per cost centre.

The report is pre-filtered for services that record charges in calls, data, messages, recurring, non-recurring, hardware, adjustments, credits, or other, where the service number is not the same as the account.

To view the Spend & Usage Chargeback Summary Report

1. From the VTR menu, choose Reporting.
2. On the Reporting page, under Chargeback Reporting, click the Run button on the Spend & Usage Chargeback Summary Report tile.
3. On the report filters page that appears, select criteria to narrow the result set.
It is recommended that you set filters on the report, as VTR supports a maximum of 350,000 rows.

Invoice start date and Invoice end date are required filters: you must set this range of dates to run the report. By default, the date range is one month.

Select Filters

• Invoice start date (Between): Choose the range of dates on which you want to report. To view all invoices, choose a very early start date. To view all invoices after your start date, choose a future date. Note that this will increase processing time.
• Region: Filters the results to a specific region. Drop down and select the region from the list. Make sure you choose the is equal to/is in operator.
• Country: Filters the results to a specific country in the region. Drop down and select the country from the list. Make sure you choose the is equal to/is in operator.
• Carrier: Filters the results to those services provided by the selected carrier. Drop down and select the carrier from the list. Make sure you choose the is equal to/is in operator.
• Account number: Filters the results to only those services associated with a selected account. Type as much of the account number as you know. The results will be filtered to just those account numbers containing those matching digits. Note that if data slicing is enabled, the list is always filtered to only those accounts for which you have permission to access. Make sure you choose the is equal to/is in operator.
• Invoice number: Filters the results to specific invoices. Type as much of the invoice number as you know, and the results will be filtered to just those invoice numbers containing those matching digits. Make sure you choose the contains any operator.
• Service owner: Filters the results to service owners with the name you type. You may type a specific name, such as Maria Louisa Rivera, and see only that user's records, or you may type a partial name such as J and see all service owners with J in any place in their name. Make sure you choose the contains any operator.
• Service number: Filters the results to service numbers that contain the digits you type here. Make sure you choose the contains operator.
• Hierarchy: Type as much of the cost code hierarchy name as you know, and then results will be filtered to just those containing matching characters. Make sure you choose the contains any operator.
• Department: Filters the results to specific departments. Type as much of the department name as you know, and then results will be filtered to just those departments containing matching characters. Make sure you choose the contains any operator.
• Cost centre: From the drop-down, you may select one or more cost centres to filter your report result set. You may also type in multiple cost centre values separated by a semi-colon. The default is All.
• Currency code: Choose the currency in which you want amounts displayed. By default, the currency is the same as the one specified in your profile.

For more options on filters, see Report filter operators and advanced options.

4. Review the Spend & Usage Detail Data, as described below:
Spend & Usage Chargeback Detail Data

Cost centre: The last level in the cost code hierarchy, which is where charge will be allocated.

Currency:  The currency in which the report values appear.

Bill year-month: Year and month of the bill date.

Total (ex. Tax):  The sum of all charges, excluding tax, on the invoice.


5. Modify the report page layout in real time to see the data in the sort order and column order you want.
6. (Optional) Export the report. See Export a report.
7. (Optional) Schedule the report. See Schedule reports.