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What format is the
Excel spreadsheet in, what can I do with the data?
The reports delivered by the system are delivered as .xls Excel files so they can be opened by any compatible software or on most BlackBerrys.
The spreadsheet / workbook has 5 tabs / worksheets within it; Calls, Emails, Expense, Activities, and a Summary sheet.
Taking the Calls worksheet as an example, here are the columns that are provided for each tagged call (the format is similar but not identical for the Emails, Expenses and Activities worksheets);
Ref# (a unique number in our database, not used by you)
Date, as YEAR/MO/DY
Time, as HH:MM:SS
Time zone offset, as a numeric value, e.g. -7 would mean
that the call was tagged in Mountain timezone, +1 would mean that the call was
tagged in
Contact, in text format
Project, in text format
Duration of call, as HH:MM:SS
Minutes of duration of call, as an integer number (e.g. a call
of
Number (i.e. the number of the other party on the call, if available), shown in international format with the + symbol, or ‘Unknown” if no number was available
Billable?, denoting whether the call was flagged by the user as billable, in text format, either Both, Time, Cost or Non-Billable
Direction, in text format, either incoming or outgoing
Notes, in text format, i.e. the notes typed by the user
Hourly rate, an integer number, the user will have set this up within the application, it’s the hourly rate at which that contact is billed
Billable time, if the call was flagged as billable this will the same HH:MM:SS as in the Duration of Call column
Total billable, this is a number, it is a calculation done on the system (not in the worksheet), where the duration is multiplied by the hourly rate to get the monetary amount that should be billed
As it is a standard workbook, it is easy to set up filters so that you can filter and sort by contact, project, billable, etc. You can also search for keywords within the spreadsheet. You can also add up the numeric columns, e.g. total duration of calls for Contact A, total amount billable to Contact B Project C, etc. You can also import the spreadsheet into other packages.
You can see screenshots of what the spreadsheet looks like at http://www.momentem.net/reports.asp (since those screenshots were done one further column has been added, the one marked * above)
You might also find these knowledgebase articles to be of interest
http://www.otaview.com/kb_excel_filters.htm
http://www.otaview.com/kb_standalone.htm
If this doesn’t answer your question please complete a Support form.
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