Introduction
The Custom report allows a wide range of options and filtering criteria to be selected, enabling you to search for very specific phone calls. The results are displayed as an itemised list, grouped by call type: All, Outbound, Answered, Missed, Internal and Tandem.
Screenshotmacro URL http://docs.tri-line.com:8090/download/attachments/2785316/custom_report_1.png
Running the report
Click on the Reports tab and select Account summary from the left-hand pane. The screen displaying the parameters of the report will appear, where you can configure the entity, period, filters, options and format of the report.
| Screenshotmacro | ||||
|---|---|---|---|---|
|
For details about how to configure these parameters, refer to the relevant page in the list below:
Creating the report
When you have configured the report's parameters, click on the button to run the report immediately; alternatively, you can save the report's definition or schedule the report for future delivery.
| Screenshotmacro | ||||
|---|---|---|---|---|
|
The report's results
Below is an example of this report's output in Web format:
| Screenshotmacro | ||
|---|---|---|
|
The Web format is the most interactive of all formats: all column headers are click-sortable and most graphical and tabular elements can be drilled down into, allowing deeper analysis of your results. By clicking on the About this report link at the top-right corner of the page, you can review any filters and options that have been applied to the report.
As with all reports produced by TIM Enterprise, each page of the report includes the following information:
- the report's title
- the date and time that the report was generated
- the name of the report, if applicable
The report consists of a table containing an itemised list of the calls that matched your selection criteria. Each column header of the table is described below:
| Header | Description |
|---|---|
| Date & Time | The date and time the call started |
| Source | The place from where the call originated |
| CLI | The telephone number of the remote caller for inbound calls |
| Route | The information displayed in this field is determined by the type of call:
|
| Destination | The information displayed in this field is determined by the type of call:
|
| Response | The length of time it took for the call to be answered (i.e. the response time) |
| Duration | The duration of the call (in hours, minutes and seconds) |
| Cost | The cost of the call |
To modify your report to cover a larger organisational scope, click on an element of the breadcrumb as shown below:
| Screenshotmacro | ||||
|---|---|---|---|---|
|
| HTML |
|---|
<h2>Introduction</h2> <p>Many of the reports available on TIM Enterprise focus on a particular area. The Custom report is the most flexible report on the system and as the name suggests is completely customisable. You can create almost any conceivable report and if you want to save for future use, you simply save it to <span class="button">My reports</span> and allocate your own friendly name to it so it remains available for future use.</p> <p>The Custom report can comprise of any number of filters and there are numerous options available to allow you to display the data output in the most appropriate way.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/custom_report_1.png" alt="Custom report" /> <h2>Running the report</h2> <p>On the <span class="reference">Reports</span> screen, click on <span class="reference">Custom report</span> in the reports type list, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/custom_report_2.png" alt="Custom report" /> <p>You can tailor the report to your specific requirements by selecting the entity you'd like to apply the report to as well as the output format required. You can also limit the results by adding filters and options as detailed below: </p> <h4>Entity</h4> <p>The <span class="reference">Entity</span> allows you to choose which area of the directory you would like to report on. If you want to run a report for your entire organisation, you do not need to choose an entity.</p> <p>If you want to select a specific area for reporting, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Add Entity button" /> button to get a pop-up window showing the areas of the directory you can report on.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/reports_3.png" alt="Add Entity" /> <p>To drill up and down simply click on the hyperlinks provided, shown in the screenshot below as Aberdeen, Birmingham, Brighton, Cardiff etc.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_1.png" alt="Entity panel" /> <p>Once you have reached the area you would like to report on, click on the green <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/tick_button.png" alt="Add Entity button" /> as highlighted in red below.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_2.png" alt="Entity panel" /> <p>Alternatively if you are looking for a specific area e.g. person, department, site, name etc, you can just enter the name and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_button.png" alt="Search" /> button as shown in the example below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_3.png" alt="Entity panel" /> <h5>Selected Entity</h5> <p>Once your entity you would like to report on had been selected, it will appear, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/selected_entity.png" alt="Selected entity" /> <h5>Delete an Entity</h5> <p>In order to delete an entity, just select it with your mouse and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/red_delete_button.png"> button above it, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/delete_entity.png" alt="Delete entity" /> |
...