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xDR History

To easily view the xDR history for a particular entity you can use the xDR browser. It is not directly accessible from the main menu, since it needs to be accessed in the context of a specific customer / account etc.

Let’s assume that you want to view the xDR history for a particular customer. To go to the xDR view page click the View  icon on the Customer Management page.

The browser is also accessible from the Edit Customer page by clicking the xDRs button.

On the xDR History page you can make an extensible search via:

• A date and time range by clicking the  Calendar icon.

• A certain service type.

• The required accounts type (for customers only).

 If you want the information about the CDR_Failed to be included in the results list, select Show Unsuccessful Attempts.

To initiate a query, click the Show xDRs button. The result page will contain a summary displayed on the top of the screen and a table listing all of the calls and charges from a specified time period.

To browse for additional information about a call, with your mouse cursor point at the More Info icon next to the required xDR. A dialog window displaying the following information appears:

• The extension number to which the call was redirected.
• Via – The extension or huntgroup number that dispatched the call.
• Call duration – The time during which the owner of the account to be billed was speaking.
• Caller Extension ID – The extension number where the call originated from.
• Called Extension ID – The extension number that accepted the call.
• Calling Party Identity – The actual caller identity from where the call originated.

This information is available for the following IP Centrex calls:

• Calls to voicemail (direct and missed calls).
• Forwarded / follow-me calls.
• Call pick-up.
• Transferred calls (via blind and attended transfer).

How to revert a transaction

If you want to reverse any type of transaction (voice calls, credits / adjustments, etc.), complete the following steps:

1. Select the xDRs you want to reverse.
2. Click the Revert button.
3. In the Revert dialog box define the following:

   • Transaction amount to be reversed (only if you have selected the sole xDR in step 1).

   • Comment (for example, the reason for reversing this amount; keep in mind that this comment is visible to the customer).

   • Whether to hide the original and correction xDRs from the end user.

4. Click Revert.

Note that the Amount field in the Revert dialog box is inactive if you select multiple xDRs in step 1 – the transaction amount in this case is always equal to the sum of all selected xDRs amounts.

In case you want to reverse a transaction as if it never happened, use the Hide original and correction xDRs from end user option in step 3.  Therefore, both the original and correction xDRs will be given the  Hidden xDR icon in the Hidden column and end users will neither see these xDRs in their invoices, nor on self-care interfaces or in statistics.

This option is only available when the 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 an invoice that is under review.

Note that you must be very careful when applying Hide original and correction xDRs from end user – 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.

How to view information in totals by service

If you want to view information (charged quantity and amounts due) for all of the services, click the Show Totals by Services button.

How to view all xDRs for a session with several rating period

A call session with several rating periods produces multiple xDR records, each linked to the applicable discount level / rate. This makes it very easy for both administrators and end users to check the accuracy of all transactions billed. To view xDRs records for the same session, click on the plus sign left to the visible xDR:

How to view transfer information

On the xDR History page perform the following search steps:

1. Specify a date and time range by clicking the Calendar icon.
2. Select Credits / Adjustments service type.
3. Select the Debit Accounts account type (for customers only).
4. Click the Show xDRs button.

The resulting page will contain a table that lists all the money transfers made during a specified time period.

Roaming identification in xDRs

For customer and administrator convenience, PortaBilling® distinguishes between xDRs produced for roaming services and those produced for home network service usage. Thus, if a customer has been using the services while roaming, their xDRs are displayed as a separate Roaming group in the xDR browser. Depending on whether the call / message was incoming or outgoing, the name of the country and carrier visited are displayed next to the phone number in the From or To columns, respectively.

To browse for additional information about the roaming country and carrier, point to the More Info icon with your mouse cursor. A dialog window displaying the following information appears:

• Roaming CLI in E.212 – Information about the roaming ID of the caller in the E.212 format.

• Roaming CLD in E.212 – Information about the roaming ID of the callee in the E.212 format.