Reports Overview

Customers can generate a range of Reports in Cirrus Billing. The Reports tab sits within the Bills section of the portal.

Permissions

Only users with Company or Site level access can view Reports when the feature is available.

Note: User and Cost Centre logins do NOT have access.

The Site dropdown shows all sites linked to the account for Company level users.

Site level users will only see the site(s) they have access to in the dropdown menu.

Run a Report

A user can generate a Report at any time during the month. This can be a current billing report or a report from a previous Billing Period.

To run a Report:

1.  Navigate to the Bills section of the portal.

2.  Select the Reports tab.

3.  When you first visit the Reports page, it shows the current Billing Period.

4.  If needed, select an earlier period from the Billing Period dropdown.

5.  Choose a Report option from the drop-down menu.

6.  If you have access to more than one Site, choose the option you need from the dropdown.

7.  Next, select the Generate button.

8.  You have two report format options. Choose either PDF or CSV.

Note: If no data is available for your chosen report, you will see an on-screen information message.

PDF Report

If you select PDF, the report will open in a new browser window. You can view the PDF in your browser and save it to a preferred file location.

CSV Report

If you select CSV, the report download option will pop-up within your browser. You can open the file to view it and save it to a preferred file location.

Report Types (Names)

There are several Reports available. The table below provides a brief purpose for each.

Report Examples

Line Breakdown

Line Breakdown - PDF Example

Line Breakdown - CSV Example

Mobile User Summary

Mobile User Summary – PDF Example

Mobile User Summary – CSV Example

Site Spend Report

Site Spend Report – PDF Example

Site Spend Report – CSV Example