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How to Pull Billing Data from the ATT Mobility - Vincent Frisina

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How to
Pull Billing Data from the AT&T
Mobility Premier Portal
Why:
в–є To obtain your monthly invoice data from AT&T and provide to Visage for upload
into MobilityCentral
Prerequisites:
п‚Ј Account created in the AT&T Premier Portal
п‚Ј Foundation Account of type Billing or Reporting
How to Pull Reports from the AT&T Premier Portal
The following reports must be pulled from the AT&T Mobility Permier Portal and
sent to Visage for all your Reporting and Billing Foundation Account (FAN)
names. These FANs are usually identified with an “R” or “B” suffix.
Expanded Wireless User Inventory Report
This report must be pulled for all your Billing and Reporting FANs. See steps 6-10
Bill Analysis Reports
There are four of these reports required for Billing and Reporting FANs. See steps
11-24
Raw Data Output File
This report must be pulled for all Billing and Reporting FANs. See steps 25-28.
*Important Note:
Opening any of these reports in Excel will result in formatting issues. If you must
view the report in Excel, please see the note in step 7.
How to Pull Reports from AT&T Premier Portal v3.2
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How to Pull Billing Data from the AT&T Premier Portal
1
Go to URL:
http://www.att.com/gen/landing-pages?pid=9214 and the Log In link below the AT&T
Premier label. Then enter your username and password to log in as usual.
How to Pull Reports from AT&T Premier Portal v3.2
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2
Click on Foundation Account
How to Pull Reports from AT&T Premier Portal v3.2
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3
Click the Reset All Fields link
How to Pull Reports from AT&T Premier Portal v3.2
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4
Select the FAN by clicking on the radio button
Note: If you are unable to discern whether your FAN is Billing or Reporting, please
contact your Visage representative for assistance.
How to Pull Reports from AT&T Premier Portal v3.2
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5
After selecting the FAN, scroll back up to the top of the page and click on “Reports” in
the menu bar. Select �Request Reports’ from the list.
How to Pull Reports from AT&T Premier Portal v3.2
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6
Click on the Expanded Wireless User Inventory Report
How to Pull Reports from AT&T Premier Portal v3.2
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7
On the Request Report page, scroll down and make the following selections in the
“Report Account Level” and “Format” sections:
• Under Report Account Level select “FAN Account Level Report”
• Under Format select “Comma Separated Values (CSVV”
When these selections have been made, click the Continue button
NOTE: The CSV format is recommended because it supports larger files than Excel. When
viewing the CSV file in Excel 2007 or later please follow these steps to avoid data
truncation on the IME and SIM values in the report.
1. Save the CSV file (do not open it in Excel)
2. Launch Excel and select the Data menu
3. Under the Get External Data, select From Text
4. Import the CSV file
5. Choose the Delimited radio button, click Next
6. Select Comma and deselect Tab
7. Choose {none} from the Text Qualifier drop down list, and click Next
8. Select the SIM number column and set Column Data Format as Text. Repeat for
the IMEI field
How to Pull Reports from AT&T Premier Portal v3.2
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8
The “Name Requested Report” screen allows you to change the name of the report if
desired. No changes are required. Click the Continue button.
How to Pull Reports from AT&T Premier Portal v3.2
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9
The “Verify Report Request” screen displays the Report Details and provides information
on receiving and viewing the report. Click the Request Report button at the bottom of
the page
How to Pull Reports from AT&T Premier Portal v3.2
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10 The “Confirm Report Request” page will be displayed. Repeat steps 4-9 for any other
FANs. This report takes 24 hours to generate and will be stored in the “Reports>View and
Download Requested Reports” section of the portal.
How to Pull Reports from AT&T Premier Portal v3.2
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11 Follow these steps to pull the Bill Analysis Reports for your Billing and Reporting FANs.
Click the Billing tab at the top of the page to return to the Billing section of the portal.
In order to pull the required files, you will need to use a Custom Hierarchy. If a hierarchy
does not already exist, you will need to create one.
How to Pull Reports from AT&T Premier Portal v3.2
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12 Under the Menu Options select “Custom Hierarchy”
How to Pull Reports from AT&T Premier Portal v3.2
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13 If the Hierarchy List is blank, create a new Customer Hierarchy by clicking the New
button
If a hierarchy exists (there will be defined entries in the Hierarchy List), go to step 18
14 Enter a value in the Hierarchy Name field. Set the Select Template value to “Corporate”
and check the box to the left of the appropriate Foundation Account Number
Click Next
How to Pull Reports from AT&T Premier Portal v3.2
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15 On the next screen, set the values as below:
- Node Type: Company
- Node Name: Visage
Click Next
16 Make no changes to this screen. Just click the Next button
How to Pull Reports from AT&T Premier Portal v3.2
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17 Click Finish
How to Pull Reports from AT&T Premier Portal v3.2
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18 Under the Menu Options go to the Reports section and click on the “Bill Analysis” link
How to Pull Reports from AT&T Premier Portal v3.2
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19 There are four Bill Analysis Reports that need to be pulled for MobilityCentral
- All Data Export – Service Summary
- Itemized Feature Charges
- Itemized Other Charges & Credits
- Mobile Purchases & Download Charges
How to Pull Reports from AT&T Premier Portal v3.2
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20 Follow these steps to pull each report.
- Click on the link for the desired report
- You will be navigated to the Report Parameters view
o Select the desired Billing month using the drop-down box
o Select “Entire Foundation Account”
o Select “Use Custom Hierarchy” (you will be navigated back to the Hierarchy
List where you will select the appropriate Hierarchy Name)
How to Pull Reports from AT&T Premier Portal v3.2
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21 Click the Columns tab and click the All button to move all fields to the “Included” side.
22 Click the Output Format tab and select “CSV” from the drop-down box. Click Generate
Offline
How to Pull Reports from AT&T Premier Portal v3.2
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23 Enter an Offline Report Name that you will be able to recognize in the Reports Queue
24 Repeat steps 20-24 for each report listed in step 19
How to Pull Reports from AT&T Premier Portal v3.2
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25 Follow these steps to pull the Raw Data Output File.
Under the Menu Options, click on the “Raw Data Output” link.
How to Pull Reports from AT&T Premier Portal v3.2
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26 Select the “Foundation Account Cycle” for the requested report. Then click Generate
Offline.
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27 Offline reports can take from a few minutes to hours to complete.
Once your report is ready it will appear under the “Report History” section. A notification
email will also be sent to the address specified on your Premier Online Care login profile.
How to Pull Reports from AT&T Premier Portal v3.2
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28 Click on the Report Type (CSV) next to the report(s) you generated and save the file(s)
to your computer
29 Send the files to your Visage representative.
How to Pull Reports from AT&T Premier Portal v3.2
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