GSMRT Chargeback Reports Training Documentation

IBM Global Technology Services

© 2009 IBM Corporation

GSMRT Chargeback Reports Training Documentation


© 2008 IBM Corporation2 GSMRT Chargeback Reports Training [email protected]

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



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.



Access Instructions



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 Overview



Sign in to GETS Portal

Enter your IBM ID

Enter your Password

Click Submit



Navigation to GSMRT within GETS Portal

Click on the Click here to access… link in the Operational Report Viewer



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



Chargeback Folder

Clicking on the Chargeback link will generate a list of documents the user is authorized to view



Chargeback Documents

Clicking on the Chargeback Reports link will generate a list of reports the user is authorized to view



Report List

From the Report List, the user selects which report to view.



Interface – Trend Reports

Interface – Other Reports

Depending on the report chosen, the user is presented with an interface allowing selection of the data to be included in the report.



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.



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.

Drilling Down on Resource Units - Identifiers



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.

Drilling Down on Resource Units – Identifiers (cont’d)

Central/Campus Desktops Drill



Invoice Detail Report

The detail report is grouped by the Identifiers selected by the user.








Voice Port - Basic Drill












INF Miscellaneous Charge Drill







Basic GSMRT Features and Functionality

Navigation using the Navigation Bar

Navigation using the Table of Contents

Download and Print

Search



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



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



Navigation using the Table of Contents (TOC)

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

twistie

links



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



Download

Select desired output format and page range

Click Save Report



Download (cont’d)

Select Open to download and view locally

Select Save to download to your hard drive



Print

Select desired output parameters and Click View Report



Print (cont’d)

Print using the print functionality for the output option chosen.



Search

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.

When you click on Search on the NavBar, the left pane area of the browser opens up as your search windowSearch Pane



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 Now32 GSMRT Chargeback Reports Training [email protected]

Search (cont’d)



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.



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.



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



Downloading Search Results to MS Excel (cont’d)

Click Open or Save



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.



Reports Overview



GSMRT Reports MNS and INF

MNS - Managed Network Services reports are available on or about the 10th work day of each month.

INF - Infrastructure reports are available on or about the 15th work day of each month.

Trend reports show history for cost and resource usage


© 2008 IBM Corporation40

GTA Account Code Structure

Name Length Total Length

GA 4 4

Agency 6 10

Customer Defined 9 19

Identification 16 35


GA01.10000.00000000.000000000135280GA01.20000.00000000.000000000140114GA01.46200.00000000.000000000107778


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 [email protected]

Length includes leading period



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.




RU – Resource Unit

Number of RU units used

Rate charged for each RU unit used

RU units * Rate per unit GTA Fee

(RU units * Rate per unit) + GTA Fee




Resource Unit Group or Tower Totals for RU Group

Grand Total charged to Account Code



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 – Usage Trend & Variance (Both MNS and Infrastructure)



GSMRT – Usage Trend & Variance (Both MNS and Infrastructure)

One line for each RU

RU quantity billed

Variance and Delta for selected and previous month



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

[email protected]



Q&A



End of GSMRT Chargeback Reports Training Documentation

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