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1. click on the blue circle with the cross to pop up a 'new' rate card
   
   
2. Fill out the rate card as appropriate, both Name and Prefix are mandatory as these are the fundamentals of the report. Without any other figures in the report will be blank!
   
   The following example has been created, once complete click OK or cancel if you wish to start again
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3. Once created the rate card will be shown in the list on the rate cards tab (current tab). You can edit or delete the card by clicking on the icons at the right Note. the action to delete is permanent and can not be recovered.
   
   
4. Click on the Reports tab, from here you can:
   

   A. Generate specific - Run a report between the start and end date for a single rate card. Select the required dates, pick a card from the drop down and click on Generate specific. Once generated, click on Export to create a .csv file
   B. Generate all - Run a report between the start and end date for all rate cards on the system. Select the required dates and click on Generate all. Once generated, click on Export to create a .csv file
   C. Export - A or B can be exported to a .CSV file - Click on Export once a report has been generated
   
   The following is an example report generated by Rate Card 994 calling between 29th April 2018 & 2nd May 2018
   
   
   
   
   

   
   
   

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