Recent xDRs
On the Recent xDRs tab, you can filter the recently produced (for the current billing period) xDR records, browse a list of xDRs filtered by your search criteria, view the xDR summary information, and download xDRs.
xDRs search
The xDRs are billing data records that store information about various billing events: calls, SMSes, payment transactions, etc.
Specify one or more search criteria and click Search.
If you want to stop the search, press “Esc” on the keyboard. Click More 
to view all available search criteria.
Click Default filters 
to reset the search criteria to their initial values. To refresh the search results, click Search.
PortaBilling automatically loads the list of records once you open the recent xDRs tab. You can turn off data autoload if you don’t want all records to load each time you open the page. To disable data autoload, click
Settings 
and clear the Automatically start searching upon opening the page checkbox. The list of records won’t load until you click Search.
Service
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, and DID usage.
From (CLI)
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:
- Contains – contains your input (anywhere in the number).
- Starts with – starts with your input.
- Ends with – ends with your input.
- Exactly matches – exactly matches your input.
PortaBilling automatically saves the matching mode from the previous search.
To (CLD)
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:
- Contains – contains your input (anywhere in the number).
- Starts with – starts with your input.
- Ends with – ends with your input.
- Exactly matches – exactly matches your input.
Period
Filter xDRs by the date they are produced.
Show unsuccessful attempts
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.
xDRs list
Each entry of the xDRs list consists of:
Service
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., “Incoming calls,” or transaction type, e.g., “Credits/Adjustments.”
Status
This column is only displayed when a specific service is selected in the Service field. It indicates that the xDR has been Reverted 
or reverted and Hidden 
(both the original and corrected xDRs are marked as “Hidden”). Refer to the Reverse an xDR chapter for more details.
Account/Alias
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. If the charge is applied to the reseller directly, it is empty.
From (CLI)
The phone number of the session originator.
To (CLD)
The phone number of the party called or the message recipient.
Transaction time
The date and time when the transaction was recorded.
Charged amount
The sum of charges applied.
Details
Click Info 
to view detailed information about the session, such as time zone, transaction status, and/or error code, duration, etc. Find the available auxiliary information about the session:
- information about the roaming country and carrier;
- information about cloud PBX calls, such as hunt group or extension number that made, accepted, or redirected the call, as well as information about split sessions, if available.
View log
View the session log for the xDR in the Log viewer.
Additional info
Additional comments about the transaction (e.g., manual payment, etc.). This column is available when “Any” is selected in the Service field on the Search panel.
Connect time
The timestamp at which the session connection was established.
Charged time
The time period during which charges were applied.
Disconnection error
Error indicating the reason the session disconnected.
Download xDRs
To download the selected xDRs for further analysis, statistics purposes, click Download 
. Then click
Notifications on the toolbar, open the notification, and click Download. The output file is in the .csv format.
xDR summary
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.
Reverse an xDR
To reverse an xDR, select it from the list and click Revert. Add a 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 revert the xDR as if it never happened, enable the
Hide the original and reversal xDRs from the end user
option. This marks the original and corrected xDRs as
Hidden 
. End users will not see these xDRs in their invoices, on their portals, or in the statistics. This option is only available when the reverse transaction amount is equal to the original transaction(s) amount and all the transaction xDRs are included in the open billing period or in an 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 this by manually charging for the transaction amount or by importing an analogous xDR.
Customize the panel
- Change table settings – click Settings
in the title bar to customize columns, change row style, or reset table settings. - Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
- Change the default number of results globally – use the Number of results drop-down list in the bottom-right corner to adjust the maximum number of rows that appear on the panel. By default, the xDRs list panel displays 25 rows. Once the number is changed, it's automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.
Archived xDRs
On this tab, you can select the parameters of the archived xDRs report.
To download a report with archived xDRs, set the search criteria and then click the relevant date on the calendar. To compress the file, select the Zip the file before download option.
Billing period
This option is read-only and shows the reseller’s billing period (defined in Finances > Financial info > Billing period).
Year
Select the year when the report with the archived xDR was generated.
Report type
Select the type of xDR report you want to download:
- Standard xDRs report – generated for all customer’s accounts that the reseller is assigned for.
- Site based report – generated for accounts that belong to a specific customer site that the reseller is assigned for. 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.
