<h2>Reporting<p>Each options</h2>report has <p>Youits haveown alreadyparameters, selectedmost theof reportwhich thatare youcommon want to configureall andreports. the pop-upThese are
windownormally thatset appearsusing allowsthe youreport's toselection setcriteria thewindow
parametersand ofis thedifferent reportfor each wizardone.</p>
Click
on<p>You thecan <span class="button">Next</span> button at the bottom right of
the window, until you reach the <span class="reference">Options</span> screenoverride a report's selection criteria by adding parameters to a special
section in the main configuration file. This sectionmeans allowsthat, youalthough toa
adduser moremay set a specific filtersparameter toin yourthe report. selection Becausecriteria
thesewindow, optionsit arewill specificbe to overwritten by that set in the reportmain youconfiguration
arefile. running, This allows you to willfix noticecertain thatsettings, theyfor differexample fromthe
report to 'percentage mark-up' in a billing report.</p>
<p>Alongside<p>Each eachreport optionhas isits anown InformationID iconnumber <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/info_button.png" />
which, if clicked on, will display a help prompt for that specific option.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_options.png" alt="Report options" />
<p>In the example below, the user wants to exclude weekends and transferred calls, as well as missed calls that are shorter than 3 seconds.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_options_1.png" alt="Report options" />
<h2>Run/Schedule the report</h2>
<p>To run/schedule the report without setting any further parameters, simply click on the <span class="button">Finish</span> button. To continue adding parameters, click on the <span class="button">Next</span> button, which
will lead you to the <a href="Setting the report Format">Format</a> options.</p> - the billing report has an ID of 2.
This corresponds to the setting in the main configuration file that you need to alter.</p>
<p>As an example, let's fix the % mark-up in every billing report to
50% and set the surcharge to £1.00.</p>
<p>Edit the main configuration file via the Set-up screen, and in the
section entitled [Report Customisations], add or amend the line Report2Extra to read:</p>
<p>Report2Extra = &markup=50&surcharge=1.00</p>
<p>From now on, when a billing report (ID = 2) is run, these extra settings are forced upon
the reporting engine and override any values that the user selected.</p> |