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Task1 | Introduction |
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Task2 | Running the report |
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Task3 | Creating the report |
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Task4 | The report's results |
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Introduction
The Call Volumes report enables you to get a complete picture of your call volumes by site, group or user. This drill-able report provides a clear, graphical and tabular representation of your outbound, answered and abandoned calls, broken down into hourly blocks. Internal and external calls are itemised separately and every value can be shown as either a percentage or a number.
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<a id="Running the report"></a> |
Running the report
On the Reports screen, select the Account summary report from the left hand-side pane, and press theSelect this reportbutton.
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A new window will appear, where you can select the criteria for your report.
Selecting the reporting period
Every report requires a period to run over. This is generally defined as the "Reporting period".
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There are several preset periods that can be selected from a drop-down list. The predefined periods are based on a standard Gregorian calendar and are defined as follows:
Period | Description |
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Today | The start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59. |
Yesterday | The start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59. |
This week | The start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
Last week | The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59. |
This month | The start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
Last month | The start date for this period is set in three stages. The day is set to 01, the month is set to the current month minus one, or in the case of January, it is set to 12. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
This year | The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
All calls | The start and end dates and times are set to the date and time of the first and last call in the entire call database, respectively. |
Custom period | Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates. |
If you want to be more specific, you can choose the Custom period from the drop-down list. This option will allow you to define the Start date and End date yourself, as well as the Start time and End time of the calls you want to report on.
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When the report is executed, the reporting engine will substitute the start and end dates based on the current date or the relevant selection made by the user.
Once you have set the report's period, click on theNextbutton to set more of the report's parameters or select theFinishbutton to run the report.
Selecting the reporting entity
The reporting entity paramater allows you to select which part of your organisation you want to run the report for (site, extension group, channels or individual extensions).
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Site
TIM Plus will allow you to log information from up to five sites. If you want to report on a particular site, select your preferred site from the drop-down list, alternatively leave the default settings as All sites.
Reporting_filter |
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Filter | Sites |
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Value | All sites |
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The username and password you have been allocated might be restricted to a specific site or group. If you need additional permissions, please contact your system administrator. |
Group
There is no limit to the number of groups you can create on one site. Groups, like sites are available as a drop-down list. You can choose to report on a specific group or leave the default setting as All groups.
Reporting_filter |
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Filter | Groups |
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Value | All groups |
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Please note that the drop-down list for each group will appear only if a site has already been selected.
User
Once a site and group has been selected, you can also choose to report on a particular user from the drop-down list, or you can leave the default setting as All users.
Once you have set the report's entities, click on theNextbutton to set more of the report's features or select theFinishbutton to run the report.
Selecting the report filters
This option allows you to filter out certain calls from your results, by selecting the values of the parameters.
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These filters allow you to be very specific, when deciding the call information you would like to display in the final report.If you do not want to select any filters, simply press theNextbutton to skip.
Please find a brief description of all filters below:
Account code
If you want to produce a bill consisting of all chargeable calls made using a particular account code, enter this code in the field provided.
Reporting_filter |
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Filter | Account code |
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Value | 0140 |
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To report on more than one account code, you can use a comma to separate the entries.
Call type
This filter allows you to define the type of call you would like to report on. If you would like to report on all calls, leave the default setting as All calls.
Reporting_filter |
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Filter | Call type |
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Value | All calls |
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If you want to report on one call type in particular, expand the drop-down list and select from the available options.
Carrier
If you use more than one carrier, you can choose which carrier's calls to report on. To report on all calls from all carriers, leave the default setting as All carriers.
Reporting_filter |
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Filter | Carrier |
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Value | All carriers |
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If you only use one carrier, there will be no drop-down list available and no option to choose a different carrier.
CLI
The Caller Line Identification (CLI) is a phone number that calls your organisation. This is sometimes withheld by the person making the call.
You may choose to report on calls from a particular CLI or from numbers beginning with a particular CLI. For example, for calls from Tri-Line you would enter 02072652600.
Reporting_filter |
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Filter | CLI |
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Value | 02072652600 |
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This filter accepts the comparison operators ! and * (e.g. to exclude calls from Tri-Line, you would use !020726526*). To report on more than one CLI, user a comma to separate the entries.
Cost
If you want to add a filter for call costs, type in the cost you wish to define, as shown below.
This filter allows you to specify a range (-) or use comparison operators (>, <, ! and *).
Destination
If you want to filter calls to a specific, known destination, you can type the destination in the field provided. This filter accepts the comparison operators ! and *.
For example, if you want to exclude all calls to France, enter
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Filter | Destination |
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Value | !France* |
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Dialled number
To filter calls to a specific number, type the number that was dialled in the box provided. The dialled number can be a number that you dial out, or a DDI number within your organisation that someone dials in to get to a particular extension.
To filter calls to a specific area, a partial number may be entered (e.g. 0033, for calls to France).
Reporting_filter |
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Filter | Dialled number |
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Value | 0033 |
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This filter accepts the comparison operators ! and * (e.g. to exclude calls to 0207 265, enter !0207265* ).
Duration
To filter calls above or below a particular duration, enter the number of seconds and the relevant symbol in the box provided. This filter allows you to specify a range (-) or use comparison operators (>, <, ! and *).
In the above example, the filter will look for calls longer than 1800 seconds (30 minutes). Alternatively, you may want to exclude calls below a certain threshold (e.g. below 3 seconds).
LCR code
If you are using Least Cost Routing (LCR), you may want to filter your results the by LCR code, in order to check a bill from your LCR provider. To do this, enter the LCR code in the box provided.
This filter accepts the comparison operators ! and * (e.g. to exclude a specific LCR code, add the code with the required operators !162*)
Response
This option allows you to filter calls based on their response time.The results will be filtered according to the response time threshold that you define in the provided field. The threshold you specify will be measured in seconds.
Reporting_filter |
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Filter | Response time |
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Value | >10 |
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In the above example, the search results will display calls that have a response time above 10 seconds.
Start time
This option allows you to filter calls based on the start time of the call, which is basically the time of day the call started. Enter your preferred start time in the field provided, using the following format hh:mm:ss.
For example, if you want your results to include calls logged after 10 a.m. only, you need to enter 10:00:00 in the Start time field, as shown below:
Reporting_filter |
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Filter | Start time |
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Value | 10:00:00 |
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Trunk access code
If you want to filter your results by a trunk access code, enter this in the field provided. For example, to exclude all calls with access code 9, add !9 in the filed provided.
Reporting_filter |
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Filter | Trunk access code |
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Value | 9 |
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This filter accepts the comparison operators ! and *.
Selecting the report options
This section allows you to further narrow down your report results, by excluding certain types of calls or sorting the results in a particular manner. The filters are fairly self-explanatory. For example, if you would like to exclude weekend calls from the report, simply tick the option to exclude weekend calls. If you would like to ignore missed calls shorter than a specific duration, simply enter the duration in the box.
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Exclude weekends
If you would like to exclude weekend calls from the search results, simply select the tick-box to exclude weekend calls.
Show unconnected calls
If you want to show unconnected calls, tick this box.
Reporting_option |
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Option | Show unconnected calls |
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Hide unused
Tick this option if you would like to exclude any entity which has not been used.
Sort order
Expanding the drop-down list available, you can choose whether you would like the results of the report to appear in ascending or descending order.
Reporting_filter |
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Filter | Sort order |
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Value | Ascending |
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Option | Sort order |
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Sort results by
You may choose the order in which results are sorted by selecting the appropriate option from the list provided:
Reporting_filter |
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Filter | Sort results by |
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Value | Name |
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<h2>Introduction</h2>
<p>Get a complete picture of your call volumes by site, group or user.</p>
<p>This drill-able report provides a clear, graphical and tabular representation of your outbound, answered and abandoned
calls, broken down into hourly blocks.</p>
<p>Internal and external calls are itemised separately and every value can be shown as either a percentage or a number.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/call_volumes_1.png" alt="Call volumes" />
<h2>Running the report</h2>
<p>On the <span class="reference">Reports</span> screen, click on <span class="reference">Call volumes</span> in the reports list and then press the <span class="button">Select this report</span> button.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/call_volumes_2.png" alt="Call volumes" />
<p>The following report selection criteria window appears:</p>
<h4>Reporting period</h4>
<p>Every report requires a period to run over. This is generally defined as the "Reporting period".</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/period_screen.png" alt="Call volumes" />
<p>There are several pre-defined periods that can be selected from a simple drop-down list as shown above.</p>
<p>The built-in periods are based on a standard Gregorian calendar and are defined as follows:</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh" width=98>Period</th>
<th class="confluenceTh">Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Today</b></td>
<td class="confluenceTd">The start date and end date is set to the current date. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Yesterday</b></td>
<td class="confluenceTd">The start date and end date is set to the current date minus one day. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This week</b></td>
<td class="confluenceTd">The start date is set to the Monday of the current week, whilst the end date is set to the current day. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last week</b></td>
<td class="confluenceTd">The start date is set to the last Monday, whilst the end date is set to the start date plus seven days. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This month</b></td>
<td class="confluenceTd">The start date is set to the 1<span class="exponent">st</span> day of the current month and the end date to today. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last month</b></td>
<td class="confluenceTd">The start date for this period is set in three stages. The day is set to <span class="keyword">01</span>, the month is set to the current month minus one, or in the case of January,
it is set to <span class="keyword">12</span>. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to
<span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This year</b></td>
<td class="confluenceTd">The start date is set to the first day of the first month of the current year. The end date is set to today's date. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>All calls</b></td>
<td class="confluenceTd">The start date is set to the date of the first call in the database, whilst the end date is set to the date of the most recent call in the database. Times are also set to the times of the first and last calls in the database.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Custom period</b></td>
<td class="confluenceTd">Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates.</td>
</tr>
</tbody>
</table>
<p>If you want to be more specific, you can choose the <span class="keyword">Custom period</span> from the bottom of the drop-down list. This option
will allow you to define the start date and end date yourself, as shown below. When you need to be even more specific,
you can also choose a start time and end time.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/custom_period_screen.png" alt="Call volumes" />
<p>When the report is executed, if the user has selected an in-built period, the reporting engine simply substitutes the start
and end dates based on the current date and the period the user selected.</p>
<p>Once you have set the report's period, click on the <span class="button">Next</span> button to set more of the report's features or select the <span class="button">Finish</span> button to run the report.</p>
<h4>What do you want to report on?</h4>
<p>In addition to the reporting period, each report offers you the opportunity to define exactly what you want to report on. This is
generally a site, group or user.</p>
<h5>Site</h5>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/entity_screen_1.png" alt="Call volumes" />
<p>TIM Plus will allow you to log information from up to five sites. If you want to report on a specific site, select that site from
the drop-down list or to select all sites' data, leave it at the default <span class="keyword">All sites</span> as shown above.</p>
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