Menu

Colt help

Adding descriptions to phone numbers

You can add up to two descriptions to each phone number to give your reports more meaning in Usage Analyst. Add descriptions to one phone number at a time using the online form, or add descriptions to multiple numbers at once by uploading a spreadsheet (saved as a .csv file) to Usage Analyst.

Add a description to one number
Add descriptions to multiple numbers

Adding a description to one number at a time

To add a description to a phone number:

  1. Click Monitoring, click Voice Reports, then click Usage Analyst. 
Usage Analyst
  1. Select the radio button next to the account you want to view, then click LAUNCH USAGE ANALYST.

    Control Center opens Usage Analyst in a new tab. (Depending on whether you have Bill Analyst or Usage Analyst set as the default view, you may have to click View: Usage Analyst in the upper-right corner, and select View: Bill Analyst to change views.)  
Usage Analyst (showing Home tab)
  1. Click the Setup tab.
Setup
  1. In the Descriptions section, click Phone Numbers.
Phone Numbers
  1. Click Add Phone Numbers.
Add Phone Numbers and Descriptions
  1. Type the phone number(s) you want to add description(s) to and one or two descriptions for each into the form.
  1. Click Save.

Adding descriptions to multiple numbers at once

You can upload a list of phone numbers and their descriptions to Usage Analyst.

Create an Excel spreadsheet in which column A contains the phone number (format: xxx-yyy-zzzz), column B contains Description 1, and column C contains Description 2. Save the spreadsheet as a .csv file.

To add descriptions to multiple phone numbers:

  1. Click Monitoring, click Voice Reports, then click Usage Analyst. 
Usage Analyst
  1. Select the radio button next to the account you want to view, then click LAUNCH USAGE ANALYST.

    Control Center opens Usage Analyst in a new tab. (Depending on whether you have Bill Analyst or Usage Analyst set as the default view, you may have to click View: Usage Analyst in the upper-right corner, and select View: Bill Analyst to change views.)  
Usage Analyst (showing Home tab)
  1. Click the Setup tab.
Setup
  1. In the Descriptions section, click Phone Numbers.
Phone Numbers
  1. Click Import Descriptions.
Phone Numbers
  1. Do the following:

    1. Select the .csv file file you want to upload.

    2. If the phone numbers in your list already have descriptions, click one of the radio buttons to Replace existing descriptions or Keep existing descriptions.
  1. Click Save.

    Usage Analyst gives you a confirmation message.