There are 2 possible reasons why this would happen.

1) If the person is only showing up in historical reports, this is because there are call records for that person up until the deactivation date. So, they will continue to show up in historical reports until those reports have been archived and that data has been removed from your database.

2) If the person still appears on your personnel list after the deactivation date, it’s most likely because the change wasn’t made on the switch. Your switch technician should remove the person from the switch; otherwise, each time your data imports it will recreate a listing for that person.

The EZ-Burst® feature of your call accounting software helps you get the right information to the right people, in the right format. EZ-Burst allows transmission of selected portions of Organization, Account Code, Billing, Cost Center Manager, and Ticket Search reports to designated individuals. This exclusive capability allows each recipient to view only the data they are allowed to see – saving time and preserving security of sensitive information.

To get started with EZ Burst, first specify in the personnel records how each person should receive reports – as an email attachment or through a hyperlink. Then, create your report distribution list with target personnel and the sections of the report they should receive. When the report runs, it will automatically “burst” sections by department or cost center to the recipients you have designated.

Recurring Charges are expenses that are assigned every billing period to billing numbers, personnel, cost centers or, where appropriate, authorization codes. With Version 9.0 of our call accounting software, you can assign a recurring charge in 2 easy steps:

1) Assign a charge code. Navigate to the CallAccounting / Charges menu and select Charge Codes. On the Charge Codes screen, click Create Charge Code. On this screen you will enter a code, description, cost, and expense type for your recurring charge. Be sure to select the Recurring check box and then click Save.

2) Add a charge rule. Navigate to the Call Accounting / Charges menu and select Charge Rules. On the Charge Rules screen, click Add Charge Rules to launch the Charge Rule Assignment Wizard. The Wizard will help you select the charge code, start date and end date, assignment type (personnel, cost center, inventory item, or authorization code), and appropriate personnel records related to your recurring charge.

If you are using Version 8.1, the process is slightly different. Click here for Version 8.1 directions >

Your call accounting software has a specific report for just this purpose – the Call Search Report. To access the template for this report, navigate to the Reporting/Create/Run Reports menu and select Call Search Report from the System Reports alphabetical menu.

By default, the report template displays Basic Criteria, which allows you to specify a date range, CDR source, extension used and/or dialed digits. You can select Advanced Criteria for additional parameters such as department code, trunk group, call start time, call destination and more. In either case, you may choose from a variety of output options. Click Run Report to generate the report and review your data.