xDRs

The xDRs are billing data records that store information about various billing events, including calls, SMS messages, and payment transactions.

The Recent xDRs tab allows you to filter xDRs created in the current billing period and that have not been archived yet.

Specify one or more search criteria and click Search. To obtain more precise results, click More to open advanced search criteria.

Click Default filters to reset the search criteria.

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, etc.

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 the 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 the matching mode from the previous search.

Specify the time period for which xDRs should be displayed. Click Calendar to select a period (for example, the last 24 hours) or a specific date and time.

To clear the selected date, click Cancel .

Filter the xDRs per account type. By default, PortaBilling searches for xDRs produced for the customer and all their credit accounts. Select Debit accounts to see the xDRs produced for the customer’s debit accounts.

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.

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

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.

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

This column is displayed only when the Service filter is set to Any. It shows the service name (e.g., Voice calls) or the transaction type (e.g., Credits/Adjustments).

This column is displayed only when a specific service is selected in the Service filter. 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 charged. The ID is the link to this account's page. It is empty if the charge is applied directly to the customer.

Shows 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. Click Call quality status to review the extended info on the call quality metrics.

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 the detailed information about the session. You can see the 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 the session details for an account, reseller, and vendor separately. Find the available auxiliary information about the session:

• information about the roaming country and carrier,
• information about 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.

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

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

Click Summary on the toolbar to see the xDR summary information for the selected period. The xDR summary includes the following information:

• Total number of xDRs filtered
• Total by services
• Total sum of taxes
• Total sum of payments and credits

To reverse an xDR, select it from the list and click Revert. Make some comment about your actions (e.g., the reason for the revert).

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 an xDR as if it had 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 not see these xDRs in their invoices, or on self-care interfaces or 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 the open billing period or in the invoice that is 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 that 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 xDRs 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 Number of rows per page dropdown list in the lower-right corner to adjust the maximum number of rows displayed on the page.

On this tab, you can choose the parameters of the archived xDRs report (the xDRs become archived once the customers’ billing period closes). To download a report with archived xDRs, set the search criteria and then click the relevant date on the calendar.

Shows the customer’s billing period (defined in Finances > General info > Billing period).

Select the year when the archived xDR report was generated.

Select the type of xDR report you want to download:

• Standard xDRs report – generated for all customer’s accounts.
• Site based report – generated for accounts that belong to a specific customer site. This option is disabled by default. To allow downloading reports of this type, specify the file format (Sites_Based_Report_CSV and/or Sites_Based_Report_PDF) in CustomXDRReport.EnabledPlugins option on the Configuration server web interface.

Choose what xDRs to include on the report by account type. By default, PortaBilling searches for the xDRs produced for the Customer and all their credit accounts. Select Debit accounts to download the archived xDRs produced for the customer’s debit accounts.

Choose the file format to download xDR report.

• .csv
• .pdf – is available only for a site-based report (if the .pdf format is allowed).

By default, the archived xDRs are downloaded as compressed archived files (.zip). You can clear the checkbox, and then the archived xDRs are downloaded in the format defined in the

File format field.

To download the archived xDRs, click the exact date in the calendar, and the file is automatically downloaded.