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GSMRT Chargeback Reports Training Documentation

GSMRT Chargeback Reports Training Documentation. Purpose of this Training Presentation. Provide instructions on how to get access to the GSMRT Chargeback reports Explain the basic functions of the GSMRT Chargeback reports including navigation, download, print and basic searches

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GSMRT Chargeback Reports Training Documentation

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  1. GSMRT Chargeback Reports Training Documentation

  2. Purpose of this Training Presentation • Provide instructions on how to get access to the GSMRT Chargeback reports • Explain the basic functions of the GSMRT Chargeback reports including navigation, download, print and basic searches • Provide an overview of report content for the following reports: • Infrastructure Invoice • MNS Invoice • Infrastructure Resource Usage Trend & Variance • MNS Resource Usage Trend & Variance GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  3. What is GSMRT? • Global Systems Management Reporting Technology (GSMRT) is a Web-based reporting solution accessible via the Georgia Enterprise Technology Services (GETS) portal. • GSMRT reporting provides clients, IBM account management and support teams a way to view their business via chargeback, operational and service level reports. • The built-in search and analytical functionality enables users to interpret detail data and view useful summary information from any detail report. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  4. Access Instructions

  5. GETS Portal Sign-in Page First Step Toward Accessing the GETS Portal Go to the GETS Portal Sign-in page at URL https://www.ibm.com/services/connection/portal Click the register now link at top of screen and you will be presented with the IBM registration page All Users have to self-register to complete the GETS portal boarding process GETS Portal access is required to access GSMRT Super Users have the ability to request GSMRT access through the Service Catalog for users in their agencies GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  6. GSMRT Overview

  7. Sign in to GETS Portal • Enter your IBM ID • Enter your Password • Click Submit GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  8. Navigation to GSMRT within GETS Portal Click on the Click here to access… link in the Operational Report Viewer GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  9. Navigation to GSMRT within GETS Portal If you do not have this link or if you have any questions about the Chargeback Reports, contact your Agency Super User GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  10. Chargeback Folder Clicking on the Chargeback link will generate a list of documents the user is authorized to view GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  11. Chargeback Documents Clicking on the Chargeback Reports link will generate a list of reports the user is authorized to view GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  12. Report List From the Report List, the user selects which report to view. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  13. Interface – Trend Reports Depending on the report chosen, the user is presented with an interface allowing selection of the data to be included in the report. Interface – Other Reports GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  14. Report Output If there is additional drill down in the report, the field is identified by a blue hyperlink. This signifies there is a detail report available for that line item. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  15. Drilling Down on Resource Units - Identifiers • In order to validate the number of resource units billed, the GTA customer can drill down on the quantity and view additional information. • For each resource unit, a limited number of fields, called identifiers, will be available to allow the customer to better understand what is being billed. • Because the RUs represent a wide range of services, the identifiers are unique to the type of resources being counted. • The identifiers provide meaningful but limited information and are designed to allow the customer to determine whether the charges are correct or if additional research is needed. • All resources units will have identifiers for the accounting (invoice) date and the usage dates. Note: All invoices will be issued the month following the actual usage so the April invoice will show usage dates incurred in March. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  16. Drilling Down on Resource Units – Identifiers (cont’d) • Identifier options are associated with the selected RU • Select up to five Identifiers for the drilldown report. • The Identifiers will be returned in a "nested" order. • The drilldown report will include one line for each unique set of selected Identifiers. Central/Campus Desktops Drill GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  17. Invoice Detail Report The detail report is grouped by the Identifiers selected by the user. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  18. Drilling Down on Resource Units – Identifiers (cont’d) • Identifier options are associated with the selected RU • Select up to five Identifiers for the drilldown report. • The Identifiers will be returned in a "nested" order. • The drilldown report will include one line for each unique set of selected Identifiers. Voice Port - Basic Drill GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  19. Invoice Detail Report The detail report is grouped by the Identifiers selected by the user. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  20. Drilling Down on Resource Units – Identifiers (cont’d) • Identifier options are associated with the selected RU • Select up to five Identifiers for the drilldown report. • The Identifiers will be returned in a "nested" order. • The drilldown report will include one line for each unique set of selected Identifiers. INF Miscellaneous Charge Drill GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  21. Invoice Detail Report The detail report is grouped by the Identifiers selected by the user. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  22. Basic GSMRT Features and Functionality • Navigation using the Navigation Bar • Navigation using the Table of Contents • Download and Print • Search GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  23. Navigation using the Navigation Bar (Nav Bar) • The Show TOC button is described on slide 25 • The First button takes you to the very first page in the report you are currently viewing • The Prev button takes you to the page numerically preceding the current page that you are viewing, rather than the previously viewed page • The Next button takes you to the page numerically following the current page that you are viewing • The Last button takes you to the very last page of the current report that you are viewing • The Goto function allows you to view a particular page by typing a page number in the Page box • Resizing is possible using the drop down menu with percents - 100% is the default viewing GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  24. Navigation using the Navigation Bar (cont’d) • The Search functionality allows for searching enabled elements within the report as described on slides 31 - 33 • The Download/Print button is described on slides 26 – 30 • The Help button directs the user to information about how to use the reporting tool (not the report specific content) • The X button will close the current report/parameter screen and display the previous report/parameter screen GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  25. Navigation using the Table of Contents (TOC) twistie links • The TOC is built based on the groupings within the report. • When you click on the TOC button, a navigation pane appears on the left hand side of your screen • Clicking on the twisties (right-pointing triangle) expands the detail underneath • Clicking on a link (underlined words) takes you to the page of the report containing that information GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  26. Download and Print • The Download/Print button allows users to download or print using Adobe Acrobat Reader (.pdf), Microsoft PowerPoint (.ppt), Microsoft Excel (.xls), and Rich Text Format (.rtf). • PDF is the recommended format as it will retain the formatting contained within the report. • From the report view, click on the Download/Print button GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  27. Download • Select desired output format and page range • Click Save Report GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  28. Download (cont’d) • Select Open to download and view locally • Select Save to download to your hard drive GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  29. Print • Select desired output parameters and Click View Report GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  30. Print (cont’d) • Print using the print functionality for the output option chosen. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  31. Search When you click on Searchon the NavBar, the left pane area of the browser opens up as your search window Search Pane • Search can be used to identify specific data elements or groups of data elements in the report. • Search can be used to filter data within the report. • Search can be used to download data into comma delimited, tab delimited, unicode tab delimited and MS Excel without formatting. • Examples: • User may want to find all accounts that used a specific RU. • User may want to find which accounts have used more than X amount of a specific RU. • User may want to download report content into MS Excel for further analysis and manipulation. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  32. Search (cont’d) • By moving your cursor into the report, you can tell that a particular field is searchable when your cursor turns to a little hand, and when you stop moving your cursor, a pop-up box tells you that the field is searchable • Select as many fields as you would like to bring into your search window • Apply filter logic as needed. Use the wildcard “*” feature to match values • Click Search Now GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  33. Search (cont’d) • Search results show up in the left panel as hyperlinks. Clicking on any of the results will take you to the page of the report where that data exists. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  34. Exporting Data to MS Excel • Use the Search feature and download to MS Excel • This function exports search results into columns and rows with no additional formatting carried forward from the GSMRT report. For example, if there are groupings and headers in the GSMRT report they will not be carried forward into the exported file. • Users are restricted to size limitations imposed by MS Excel. For example, MS Excel 2002 has a limit of 64K rows per worksheet. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  35. Downloading Search Results to MS Excel • Use the Search feature as described on slides 30 - 32 • Select MS Excel File from the Download search results as: drop down box • Click Go GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  36. Downloading Search Results to MS Excel (cont’d) Click Open or Save GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  37. Downloading Search Results to MS Excel (cont’d) • At this point, the user can manipulate and analyze the data using the features and functionality in MS Excel. • The search results are put into columns in the order the fields were selected in the search panel. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  38. Reports Overview

  39. GSMRT Reports MNS and INF INF - Infrastructure reports are available on or about the 15th work day of each month. Trend reports show history for cost and resource usage MNS - Managed Network Services reports are available on or about the 10th work day of each month. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  40. Length includes leading period GTA Account Code Structure GTA Account Code Structure GTA Account Code Structure GA01.10000.00000000.000000000135280 GA01.20000.00000000.000000000140114 GA01.46200.00000000.000000000107778 The Account Code structure is used to define which clients will be included in the generated reports and invoices. Note: Security allows the user to only view data for the user’s Agency or Customer Account. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  41. GSMRT – Invoice (Both MNS and Infrastructure) Defines at what level of the Account Code the report will be generated Defines the range of Account Codes that will be included in the Invoice. You are defining the starting and ending account code values. All account codes within the range will be included in the generated invoices. Defines date range for data contained in the generated invoices. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  42. GSMRT – Invoice (Both MNS and Infrastructure) Number of RU units used Rate charged for each RU unit used RU – Resource Unit RU units * Rate per unit GTA Fee (RU units * Rate per unit) + GTA Fee GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  43. GSMRT – Invoice (Both MNS and Infrastructure) Resource Unit Group or Tower Totals for RU Group Grand Total charged to Account Code GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  44. GSMRT – Usage Trend & Variance (Both MNS and Infrastructure) Defines at what level of the Account Code the report will be generated Defines the range of Account Codes that will be included in the Report. You are defining the starting and ending account code values. All account codes within the range will be included in the report. The report will include totals for the indicated month as well as the previous “Number of Months” requested. The variance and delta displayed will span the requested month and previous month. GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  45. GSMRT – Usage Trend & Variance (Both MNS and Infrastructure) Variance and Delta for selected and previous month RU quantity billed One line for each RU GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  46. If you have questions about a Chargeback Report or the Chargeback Invoice,please contactGTA Chargeback Administrator Joyce Porterfield at 404-657-1122 or send an email to Chargebackadmin@gta.ga.gov GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  47. Q&A GSMRT Chargeback Reports Training chargebackadmin@gta.ga.gov

  48. End of GSMRT Chargeback Reports Training Documentation

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