Running the desk

Reports, usage and spend

Run a report by channel, queue, agent or campaign, read usage and charges, and see margin if you sell to clients.

Last checked For: Administrators; owners and resellers for margin

Steps

  1. Run a report

    Open Reports. Choose the group (Channel, Queue, Agent or Campaign), the From and To dates and choose Show. Every figure is computed as the metric dictionary defines it, and the number in brackets is how many items it covers.

  2. Download it

    Choose Download CSV to take the table into a spreadsheet.

  3. Go further

    Analytics has the live and trend views. Saved reports keeps the reports you run often, and Report builder makes your own.

  4. Read usage and charges

    Open Usage. Each line shows the product (voice, SMS, WhatsApp), the quantity and the amount charged to the wallet. WhatsApp messages on your own WhatsApp Business account are billed by Meta: they appear as estimates and count towards your caps, but are not charged to the wallet.

  5. Owners: read margin and spend

    Margin and spend shows what voice minutes cost to buy from each supplier and what they sold for, by supplier, client and destination. Choose Download CSV for the spreadsheet.

  6. Resellers: read margin over your clients

    Margin shows revenue, the wholesale part and the margin across your clients, from the price book in force on the day each line was rated.

Good to know

  • Calls with no known buy cost are shown beside the totals as Not costed and are left out of margin.
  • Each read of a client's figures by an owner or reseller is recorded in that client's audit log.

Still stuck?

Write to hello@ringura.com, or use the contact page, and say which guide you were following.