Dynamic reporting tool for conferencing customers
A dynamic reporting tool presents conferencing data to customers in a useful and flexible manner. Customers may customize standard reports using dynamic, comprehensive search criteria. Customers may also create custom ad hoc reports as needed. Furthermore, customers may access unbilled usage data and conduct searches on the unbilled usage data.
1. A computer-implemented method for reporting data related to conferencing services, comprising:
receiving, at a computer, data related to a conference conducted by participants associated with a customer, wherein the data comprises customer-supplied information related to a client of the customer, and wherein the participants are organized into groups using at least one identifier previously supplied by the customer;
receiving, at the computer, a request for data related to a conference conducted by participants associated with a customer;
receiving, at the computer, a primary search criteria selected from among a set of data fields in the data related to the conference;
receiving, from the customer, a secondary search criteria; and
providing a report containing data related to the conference meeting the primary search criteria and the secondary search criteria, wherein the report includes the customer-supplied information and wherein the report includes the at least one identifier previously supplied by the customer.
2. The method of claim 1 , wherein the providing further includes at least one of: displaying the report to the customer, enabling the customer to download the report, or enabling the customer to print the report.
3. The method of claim 1 , wherein the customer-supplied information includes at least one of a client name, a payment amount, a check number, a credit amount, or a transaction type.
4. The method of claim 1 , wherein the set of primary or secondary filter criteria includes at least one of: invoice date, invoice number, office code, moderator, biller code, client code, or matter code.
5. The method of claim 1 , wherein the report includes historical invoice data.
6. A system for reporting data related to conferencing services, comprising:
a data receiving component configured to receive, at a computer, data related to a conference conducted by participants associated with a customer, wherein the data comprises customer-supplied information related to the client, and wherein the participants are organized into groups using at least one identifier previously supplied by the customer;
a request receiving component configured to receive, at a computer, a request for data related to the conference;
a primary search criteria receiving component configured to receive, at a computer, a primary search criteria to identify one of the groups of participants associated with the customer;
a secondary search criteria receiving component configured to receive, at a computer, a secondary search criteria;
a providing component configured to provide a report containing data related to the conference meeting the primary search criteria and the secondary search criteria, wherein the report includes the customer-supplied information.
7. The system of claim 6 , wherein the providing component is further configured to
enable a user to at least one of: display the report, download the report, or print the report.
8. The system of claim 6 , wherein the client supplied information includes at least one of a customer name, a payment amount, a check number, a credit amount, or a transaction type.
9. The system of claim 6 , wherein the set of primary or secondary filter criteria includes at least one of: invoice date, invoice number, office code, moderator, biller code, client code, or matter code.
10. The system of claim 6 , wherein the report includes historical invoice data demonstrating top users of conferencing services.