The Activity Investigator link, available from the Analyze tab in your Tool Bar, opens the Activity Investigator search tool. Activity Investigator features help you search for Voice, Dispatch, SMS, MMS, Conferencing, and Calling Card activity for a specific number during a specified month. You may search by Outgoing (recipient) number or the Incoming (sender) Number.
Note: Some of the features available in Premium Mobile may be restricted by your administrator.
To search for voice, dispatch, SMS, MMS, and conference/calling card activity information, perform the following steps:
1. From the Analyze tab in your Tool Bar, click Activity Investigator.
2. In the Activity Investigator screen:
a. Select a Billing Date from the drop-down list.
b. Select either the Invoice Cycle or Market Cycle radio button.
The Invoice Cycle perspective is helpful when viewing new data just released by your carrier(s). Invoice periods run approximately 30 days in length and will include a variety of Market Cycle end dates.
Note: While the Invoice Cycle perspective may help you better understand your carrier invoices, it is very important that you continue to pay your bills based on the totals shown on the invoice your carrier sends you. Never pay an invoice based on data displayed on your wireless management Website.
The Market Cycle perspective represents a monthly grouping of all billing data with market cycle end dates that fell in the month you selected. Since invoices rarely run from the beginning of a single month to the end of that same month, it is likely that the Market Cycle perspective will not match the Invoice Cycle perspective. Carrier market cycle periods run approximately 30 days in length and have a variety of cut-off dates for billing that are market specific. The Market Cycle perspective is helpful in examining historical usage or charge data when comparing this data from month to month. This information may help you identify billing errors and instances of double billing.
c. Enter or select your search parameters including Last Name, First Name, Outgoing or Incoming Number, Detail Type, Usage Amount, Hierarchy, and/or Department.
Search parameters help you limit the number of calls returned by your query. You may include parameters designed to return specific activity information. The length of time taken to return search results is proportional to detail you provide.
All text entry fields are wildcard enabled. You may use asterisks to search by partial field, for example: *415* or smi*.
You may search by Outgoing (recipient) number or the Incoming (sender) Number.
You may specify the Usage Amount be greater than (>) or less than (<) an amount of Minutes.
You may select a point in the Hierarchy drop-down list to search only that hierarchy.
The Department drop-down list displays the departments within your selected Hierarchy.
Use the Include Sub-Departments check box to specify whether or not you want to search all sub-departments under the Department you selected.
To quickly locate a Department level, you may enter a partial department reference in the QuickFind text box.
d. From the Sort Results By drop-down list, choose how you would like your results to be sorted.
e. Enter the % of results you would like to display.
This feature works with the selection you made from the Sort Results By drop-down list. You may leave the default (100%) to view all results, or you may choose a lower percentage of the top results to display. For example, you may choose to display only the 10% of calls with the highest charges.
f. Enter the number of records you would like to display on a single page.
g. Select the display Currency.
Native currency is the currency used on an invoice. Common currency is a currency you select for display. For example, if you have carriers from the US and Great Britain, selecting a common currency of USD converts the display currency on invoices that were loaded in British pounds to USD.
If you select Native currency, your total charges will not be summed since values cannot be summed across different currencies. Your total minutes will be summed regardless on your Currency selection.
h. Click the Search button.
The Search Results section displays the calls that matched your parameters. You may click a column header once to sort that column from A-Z for text fields and highest to lowest for numeric fields. You may click a second time to resort the column from Z-A or lowest to highest.
You may click the Recent Charges icon to open the User Summary Charges screen where you may view the most recent month and the previous two months charges for the selected employee.
You may click a User link to access the User Profile page.