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MTS: Running & Printing Telephone Billing Reports

Getting Started

The MTS Application Suite is an Expense Management Application that will create printable reports for a

department’s telephone billing. The types of reports that you will be able to print depend on your level

of access in the program.

Note: This application will only run using the Internet Explorer browser 5.5 or higher.

1. Launch the Internet Explorer.

2. In the Address Bar, type https://uhd.mtsasp.com:7188/AppUI/Public/LoginPage.aspx

3. You will not need to log-in to the application. The application will automatically launch if you are

logged on to the computer using your Network ID.

https://uhd.mtsasp.com:7188/AppUI/Public/LoginPage.aspx

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Running Reports

1. From the My Portal screen, click My Reports.

2. You will see the default billing report that was created for you by the Application Admin. This report

will generate billing for your departments and all of the organizations that fall under your

department.

3. Double click on the Report Name of the billing report you would like to view. In this case, it will be

the Detail Bill Report. You will see additional reports as you create them.

Double Click

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4. Your billing report may take several seconds to generate.

5. You may now view your billing report.

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6. To print the billing report, click the Print as PDF document icon .

Note: It is not recommended that you make adjustments to the Page Setup, but the option is available

to you. The report will automatically print in landscape.

7. Click OK.

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8. After several seconds, depending on the size of your reports, a PDF document will open.

9. The file will open in Adobe Reader or Adobe Acrobat. You may now print this document as usual.

10. A signature page will be included on the final page of the print out of your billing report.

11. Sign the billing report and return the report to the Office of the Vice President for Administration,

910-S.

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Creating Custom Reports

You may use the filters to create custom reports. For example, you may want to print a Billing Report for

one individual organization versus all of the organizations that fall under your department.

1. From the My Portal Page, click Reports.

2. On the left-hand panel you will see the billing report(s) that you have saved under the My Portal

tab.

3. Select the report you would like to filter, by double clicking the title of the report. In this case, it will

be the Detail Billing Report.

Reports

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4. Choose the button to the left of Select and then click Select to search for the entity by which you

would like to filter your report. (You may also type in the name of the entity if you know it.)

For example, if you do not want to print the reports for all of the organizations that fall under your

departments, you may want to filter your report by selecting one or multiple organizations that you

would like to include.

5. In the new window begin typing the filter you would like to add to your report and then press Enter

on your keyboard to retrieve the results. If you do not know the name of the entity, simply press

Enter on your keyboard

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6. Double click the Organization Unit Name you would like to add and then click OK.

7. Once you add the filter, select a time period if necessary.

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8. Click the Display Option Tab.

9. Ensure that the Include Fixed Charges checkbox is checked.

10. To view the report, click the Preview button in the top right corner.

Display Options

Include Fixed Charges

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11. To save the report and have it appear on the My Portal tab, or to print it at a later date, click the

Save button.

Note: This report will generate according to the time period that was specified in Step 5.

12. Add a Name and a Description for your saved report, and then click OK.

Save

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13. The saved report will be listed on the My Portal page, under Reports.

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Printing Reports

1. To print the billing report, click the Print as PDF document icon .

Note: It is not recommended that you make adjustments to the Page Setup, but the option is available

to you. The report will automatically print in landscape.

2. Click OK.

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3. After several seconds, depending on the size of your reports, a PDF document will open.

4. The file will open in Adobe Reader or Adobe Acrobat. You may now print this document as usual.

5. A signature page will be included on the final page of the print out of your billing report.

6. Sign the billing report and return the report to the Office of the Vice President for Administration,

910-S.

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Recurring Emails for Custom Reports

After creating a custom report, you can set distribution parameters to have the report emailed to you

on a recurring schedule, such as once a month or bi-weekly.

1. Set up a custom report. For more information on creating Custom Reports, please see page 6 of this

document.

2. From the My Portal page, ensure that you have a report available for email distribution.

Note: Reports that are published to the public are not available for email distribution. Emails that are

available for email distributions will have ‘False’ in the Published column.

3. From the My Portal Page, click Reports and then select the report you would like sent in the

recurring email from the left panel.

4. Select the Distribution tab.

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5. From the File Type drop-down menu, select PDF.

6. Select the E-mail Recipient checkbox and then enter the email address where you would like to

send the report.

Note: You may enter multiple addresses by separating each address with a semi-colon.

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7. In the Scheduled Jobs area, click the Create New Job button.

8. The Job Scheduler dialog box will open. Give the job a name and a description.

9. Select Recurring.

10. To set up a job that will email your custom report once a month, select Monthly and enter the day

of every 1 Months.

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Note: Monthly phone billing reports will not be available until after the 5th day of each month. Please

select a day that falls on or after the 5th when emailing billing reports.

11. Select the time in which you would like the email sent and then click OK.

12. You will receive an alert stating that your job was created successfully. Click OK.

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13. To change the settings or to Edit a recurring email job, select the job and then click the Edit Button.

You will be taken back to the Job Scheduler dialog box to make edits.

14. To Stop a recurring email job, select the job and then click the Delete Button.

15. Confirm the deletion by clicking OK.