Service Billing Detail Report
Objective
This article describes the service provider billing features in the Atria Service Billing Detail Report
Applies to
Introduced in version 12.0.0
Service Billing Detail Report Overview
Purpose of the report
This Service Billing Detail Report presents service billing information at a very low level of granularity, identifying when services were provisioned and de-provisioned and who actioned them, down to the minute.
This information enables service providers to invoice their customers for services consumed for part of the billing month. The report also identifies which services are billable and non-billable as well as the reason for them not being billed (note this is only displayed in the Excel/API output).
Accessing the report
The report can be accessed by service providers and their customers and is located in the Atria Reports menu item.
Billing Detail Page
Note: Atria provides service providers and their customers with full transparency of all billing items. This enables customers to answer their own billing queries and for both the customer and service provider to access a billing 'single source of the truth'.
Billing Period Data Generation
Billing data is automatically generated at the end of the billing period which must be configured by the Service Provider. All service changes during the month are billable by default and the non-billable exceptions are recorded by applying Service Billing Configuration Rules when the data is generated.
Filtering Billing Period Data
The Service Billing Details report has comprehensive filtering capabilities in the top filter bar. All items are inclusive and further restrict the data after clicking the 
link.
Filter items are defined as follows:
Filter Item | Description |
| Billing Period | The billing month in which services were used. The data for the billing period is automatically generated according to the Billing Period End date which is configured for the service provider. This defaults to the current billing period on entry to the screen but users can select previous billing periods. |
Customer | Lists all customers applicable to the currently logged in user. When selected, only billing items related to the selected customer will be displayed. |
Service | Lists all available services. Selecting a service will further restrict the data items. |
User | A free text box where a specific user UPN can be entered to restrict all records to that user. |
Billable | Use these radio buttons to restrict the data to only display items that are billable, non-billable or both. |
Action | All service items have an 'action' for the current billing period. Items can either have been provisioned (Added), De-provisioned (Removed) or Carried over from the previous billing period (Carried). |
Actioned Date | The date the billing item was added or removed. |
Actioned By | The name of the Atria user who performed the add/remove. |
Note: Billing Items are always ordered by customer and actioned date with the most recent at the top.
Service Billing Report Page Items
Service Billing Details Page Item | Description |
Customer Name | The full name of the customer |
Service Name | The name of the billing item service. |
Service Plan Name | The name of the service plan if applicable. |
SKU | The SKU identifier as set by the service provider. (See the billing setup user guide for instructions on how to set up Product SKUs) |
SKU Type | Describes if the SKU applies to a customer or a user. |
Billable | Set to Yes or No depending on the billing rules in place. Search for Billing Summary Report article for more information about billing rules. |
Line Description | Describes the Service that is billable. The service name has a pre-defined pattern. Check-out Billing Display Patterns for more information |
User Name | The first name and last name of the user the service applies to where relevant. |
UPN | The UPN of the User of the user the service applies to where relevant. |
Action | All service items have an 'action' for the current billing period. Items
can either have been provisioned (Added), De-provisioned (Removed) or
Carried over from the previous billing period (Carried). |
Actioned Date | The date the billing item was added or removed. |
Actioned By | The name of the Atria user who performed the add/remove. |
Billing Detail Data Export
Filtered Service Billing Detail Report data can be exported into Excel by clicking the 
link in the filter bar. The columns included in the Excel spreadsheet are defined as follows:
Column Name | Applies To | Description |
| BillPeriodId | All Records | A unique identifier for the billing period |
| Period Name | All Records | The month and year of the billing period. |
| Bill Period Start Date | All Records | The date the billing period began. |
| Bill Period End Date | All Records | The date the billing period ended. |
| Customer ID | All Records | The internal Atria ID of the customer |
| Customer Code | All Records | The Atria Customer Code used to identify the Customer. |
| Customer Name | All Records | The full name of the customer. |
| Customer Account Code | All Records where configured | The service provider configured billing ID for the customer. |
| Address1, Address2, Country, Postcode | All Records where configured | The address of the customer. |
| Email | All Records where configured | Email Address for the customer entity. |
| Bill Customer ID | All Records | The internal Atria ID of the Customer to be billed for this service item. |
Bill Customer Name | All Records | The full name of the customer to be billed for this service item. |
Bill Customer Account Code | All Records where configured | The customer billing ID of the billed to customer. |
Bill Item ID | All Records | The internal Atria id of the billing item record. |
Service Change ID | All Records | The internal Atria Id of the service change that sourced the billing item record. |
UserId | For all users | The internal userid of the user who consumed the service. |
UPN | For all users | The UPN of the user who consumed the service. |
User Full Name | For all users | The first name and last name of the user who consumed the service. |
ServiceID | For all services | The internal Atria ID for the service which has been actioned. |
ServiceCode | For all services | Service code for the service which has been actioned. |
ServiceName | For all services | The full service name for the service which has been actioned. |
Instance Name | For all instantiations of services. | The name of the instance. |
Product SKU | For all records where configured. | The service provider configured product SKU for the service. (see Billing Setup User Guide ) |
SKU Type | For all records | User or Customer |
Plan Code | For all services where a plan has been configured. | The name of the plan. |
LineDescription | For all records | The predefined line description as defined in Service Billing Display Patterns |
Summary Grouping | For all records | Indicates how the item has been grouped up into the service billing summary report. |
Billable | For all records | True = Billable, False = Non-billable. |
Override Reason | For non-billable records | Details the reason the item was marked as non-billable as defined in the billing rules. (see Billing Rule Engine User Guide |
BillConfigRuleId | For non-billable records | The internal Atria id of the billing rule applied. |
Change Type | All records | Either A (added this period), R (removed this period) or C (carried from previous month) |
Added by User Name | For all records where change type is A | |
Removed by User Name | For all records where change type is R | |
Result Count | For all records | The total count of records exported into the Excel file for QA purposes. |
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