Viewing Services Data

Content

If you are a ShoreTel Connect CLOUD Decision Maker or Phone Manager, you can view, search, and export data related to services and service orders for your account.

The following information is displayed on the Services page of the ShoreTel Connect Portal:

  • Service ID
  • Name (Service Name)
  • Invoice Group
  • Order ID
  • Requested By
  • Service Type
  • Location
  • Status
  • Circuit Status
  • Circuit ID
  • Created (Date)
  • Live Actual (Date)
  • Forecast (Date)
  • Currency
  • MRC (Recurring Fees)
  • NRC (One-time Fee)
  • TN
  • Profile Name
  • Product

To view services data:

  1. Log in to theĀ ShoreTel Connect Portal.
  2. On the Organization menu, under Billing, click Services.
  3. To filter the list, do one of the following:
    • Type your filter criteria in the search field on the toolbar.
    • Type your filter criteria under the appropriate column heading.
    • Select an invoice group under the Invoice Group column heading.
    • Select a service type under the Service Type column heading.
    • Select a status under the Status column heading.
    • Select a circuit state under the Circuit State column heading.

Exporting Services Data

You can export services data for your account to a .csv (Comma Separated Values) file.

  1. Log in to theĀ ShoreTel Connect Portal.
  2. On the Organization menu, under Billing, click Services.
  3. Filter the list of services data as desired.
  4. Click Export on the toolbar.
  5. Follow the prompts to open or save the file.

Related Articles

Managing Invoices and Payments
Viewing Services Data
Viewing the Usage Log
Exporting Call Detail Records
Viewing Courtesy Usage Reports
Viewing Fax Usage Reports
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-08-07


Article: 000012083