Reports and Listings
4-12
Issue 1 January 1997
Account Code Reports
Purpose
To report on calls associated with Account Codes. (Account codes are typically
dialed when placing or receiving a call to identify the call subject matter, client
account, and so on.)
MERLIN LEGEND Reporter offers an Account Code Summary Report and an
Account Code Detail Report. Details are sorted for each account as received from
the call record source and includes talk-time for incoming calls; summaries provide
the number of calls, total and average duration, and total and average incoming call
talk-time for each account.
Sample reports appear in Appendix B.
Dialog
Box
Summary of Procedures (Account Code Reports)
1.
From the Reports menu, select Account Code and then your choice of
Summary or Detail.
2.
In a Detail Report, enter a Date Range. Range values are inclusive. Default =
day before the start of the current accounting period to today’s date (or end of
period, if reached).
3.
Type or select up to 6 Account Codes. You may use wild cards in the first entry
(? = single character; % = any number of characters).
4.
In a Detail Report, enable [x] or disable page breaks between accounts.
5.
Use the Output button as described earlier in the chapter, then select OK to
generate the report and exit.
