xDRs

The xDRs are billing data records that store information about various billing events: calls, SMSes, payment transactions, etc.

On the xDRs panel, you can filter the recently produced (for the current billing period) or archived (produced for the previous billing periods) xDR records.

Specify one or more of the search criteria and click Search. If you want to stop the search, press “Esc” on the keyboard or click Stop .

Click More to view all available search criteria. Click Default filters to reset search criteria to their initial values.

PortaBilling loads the list of records automatically, once you open the page. To disable data autoload, click Settings and clear the Automatically start searching upon opening the page checkbox. In this case, the list of records won’t load until you click Search.

Filter xDRs per service, e.g., for voice calls. The list includes the default services and the services you have created. You can also filter xDRs separately for subscriptions, payments, taxes, DID usage.

Filter the xDRs by the phone number of the session originator (a caller or the message sender). This field is available for Voice calls, Conferencing, and Messaging service types only. By default, PortaBilling filters phone numbers that start with your input.

To change the search mode for this field, click Matching mode and select another option to filter xDRs by the originating phone number that:

• Exactly matches – exactly matches your input.
• Starts with – starts with your input.
• Contains – contains your input (anywhere in the number).
• Ends with – ends with your input.

PortaBilling automatically saves matching mode from the previous search.

Filter the xDRs by the destination phone number or the message recipient. This field is available for Voice calls, Conferencing, and Messaging service types only. By default, PortaBilling filters phone numbers that start with your input.

To change the search mode for this field, click Matching mode and select another option to filter xDRs by the destination phone number that:

• Exactly matches – exactly matches your input.
• Starts with – starts with your input.
• Contains – contains your input (anywhere in the number).
• Ends with – ends with your input.

PortaBilling automatically saves matching mode from the previous search.

Specify the date and time in the current billing period that the search period starts from and ends with. Click Calendar to select the date and time or type it in the format YYYY-MM-DD hh:mm:ss (2019-03-19 00:00:00). To clear the selected date, click Cancel .

Filter the xDRs produced for roaming or domestic usage. This field is available when Voice calls, Messaging, or Internet services are selected in the Service field.

Filter the xDRs by the quality status set for calls. The options are:

• Any – PortaBilling searches xDRs regardless of their status.
• Unknown – PortaBilling filters xDRs that don’t have a quality status defined.
• Good – PortaBilling filters xDRs with the quality status set as good.
• Fair – PortaBilling filters xDRs with the quality status set as fair.
• Poor – PortaBilling filters xDRs with the quality status set as poor.

This option is available for Voice calls, Conferencing, and Messaging service types only. Turn on the toggle to include xDRs for unsuccessful session attempts in the results list.

You can browse the list of xDRs filtered by your search criteria, view the xDR summary information, and download xDRs. Here you can see the session details, open the session log, and reverse one or several xDRs.

Note that the columns differ depending on the selected service. These are main columns:

This column is only displayed when “Any” is selected in the Service field on the Search panel. It shows the name of the service, e.g., “Voice calls,” or transaction type, e.g., “Credits/Adjustments.”

This column is only displayed when a specific service is selected in the Service field on the Search panel. It indicates that the xDR has been Reverted or reverted and Hidden (both the original and correction xDRs are marked as “Hidden”). Refer to the Reverse an xDR chapter for more details.

The ID of the account or alias that is charged. The ID is the link to this account’s page or the related alias tab.

The date and time of the transaction.

The sum of charges applied.

If call quality monitoring is configured, this column shows the voice call quality grades, e.g., “Good,” “Poor,” etc.

To see the call quality details for the filtered xDRs, you must select “Voice calls” in the Service field before applying filters.

Shows additional information about the transaction, e.g., subscription name.

Click Info to view detailed information about the session. There you see general information about the session, such as time zone, transaction status and/or error code, duration, etc. Click the tabs in the details window to see session details for an account, reseller and vendor, separately. Find available auxiliary information about a session:

• information about roaming country and carrier,
• information about cloud PBX calls such as hunt group or an extension number that made, accepted or redirected the call, as well as information about split sessions, if available.

If the Download call record button is unavailable for a successful call, hover over the Info next to it to see the reason. The possible explanations are:

• call recording was off at the time of the call
• recording is still being processed
• codec used during the call is not supported by call recording

The Details column is available for xDRs for Voice calls, Messaging, Netaccess and Conferencing service types.

Click View to view the log of this session in the Log viewer.

To download filtered xDRs in the .csv format, click Download , then click Notifications on the toolbar, open the notification, and click Download.

Click Summary on the toolbar to view the xDR summary for the selected period.

The xDR summary includes the following information:

• Total charges – the sum of charges (except taxes), broken down as:
  • Service charges – the sum of all usage charges. Each service is listed separately with its total charges.
  • Recurring charges – charges for subscriptions, DID usage, and measured services.
  • Other charges – manual charges, one-time fees (such as bundle renewal fees, subscription activation fees, or bundle top-ups), and cleanup xDRs (consolidated records that replace the removed xDRs after the cleanup procedure). Calculated as: Total charges − (Service charges + Recurring charges).
• Taxes – the sum of all tax charges.
• Payments and credits include the following:
  • Payments – the sum of all payments.
  • Refunds – the sum of all refunds.
  • Credits and promotions – the sum of all credits and promotions.

    

To reverse an xDR, select it from the list and click Revert. Comment about your actions (e.g., the reverse reason).

A long internet session may include several authorization requests, and PortaBilling groups them into one aggregated xDR. When you reverse such a record, you can select all included xDRs or only specific ones.

If you select both aggregated and individual xDRs for reversal, all xDRs included in the aggregated record will be reverted.

To reverse the xDR as if it never happened, turn on the Hide the original and reversal xDRs from the end user toggle switch. This marks the original and correction xDRs as Hidden . End users will neither see these xDRs in their invoices, nor on self-care interfaces nor in statistics. This option is only available when a reverse transaction amount is equal to the original transaction(s) amount and all of the transaction xDRs are included in an open billing period or invoice under review.

Note that you must be very careful with the Hide the original and reversal xDRs from the end user option. Once an xDR becomes hidden, it’s not possible to reverse it. So if you reverse a transaction by mistake and mark it as hidden, you can only correct this by manually charging for the transaction amount or by importing an analogous xDR.

To customize the search result list, click Settings . Adjust which columns to display, the row style, or reset the settings to the default ones.

• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, this panel displays records in chronological order, starting from the newest one. You can re-sort them in reverse order.
• Change the default number of results globally – use the Rows per page dropdown list in the lower-right corner to adjust the maximum number of rows displayed on the page.