Click each step to follow the guide. You can also use the arrow keys on your keyboard.

  • 1. After logging in (read the How do I sign in? topic) and selecting Bill Analyser, youʼll see the Account management page.
  • 2. Click REPORTING.
  • 3. Click Reporting Structures.
  • 4. To create a new reporting structure, click Define New Structure.
    You can add as many new structures as you like.
  • 5. Give your new reporting structure a name and click Continue.
  • 6. To add a sub-folder below your new structure, click the Actions icon.
    You can add as many folders into your new structure as you like.
  • 7. Click Insert.
  • 8. Name your new folder and click Add.
  • 9. You can have 8 levels with multiple folders and numbers below each other, to create another sub-folder inside the last, click the Actions icon next to the desired level. E.g. User group 1.
  • 10. Click Insert.
  • 11. Name the new folder and click Add.
  • 12. Now we have a folder structure we can allocate your numbers e.g. mobile / broadband / landline. Click the Actions icon next to the desired level. E.g. Users.
  • 13. Click Allocate.
  • 14. Select all accounts you wish to add.
  • 15. To search for specific details use the Search and Filter by functions at the top of the screen.
  • 16. Click Allocate selected items.
  • 17. The numbers have now been added in the relevant folder inside the Reporting Structure.
    You can only allocate a number once within a reporting structure.
  • 18. The reporting structure will automatically save changes. To edit a reporting structure, click the Actions icon, next to the desired reporting structure and click Edit.
  • 19. Your new Reporting Structure will now be visible in the Account Management page, when the View Reporting Structures toggle is enabled.