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<h2>Introduction</h2>
<p>A simple, quick, easy-to-use, fully-clickable report which begins with
a complete summary of all extension groups' activity (outgoing and
incoming calls) and each group's total call costs. Click on the
group you're interested in, and the report zooms in to show the same
summary information for each individual extension in that group.
Zoom in further by clicking on a particular extension, and the report
will show you a detailed log of all activity on that extension. An
added bonus of this report is its ability to identify calls on
extensions that you mightn't have thought even existed! These are
shown separately at the foot of the extension groups, and can
sometimes create a few surprises!</p>
<h2>Running the report</h2>
<p>Click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/reports_button.png" /> function button, on the top right-hand side of the main application window to access the <span class="reference">Reports</span> screen.</p>
<p>From this screen, either double-click on the <span class="reference">Organisation Drill-Down</span> report in the reports list or select it and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/run_now_button.png" /> button, as shown below:</p>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_1.png" alt="Organisation Drill-Down" />
<p>The following <span class="reference">Report Selection Criteria</span> window will be displayed:</p>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_2.png" alt="Organisation Drill-Down" />
<h4>Select a report period</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/report_period.png" alt="Organisation Drill-Down" />
<p>You need to select a time period for which you want the report to produce information for. You can select a pre-set period from the drop-down list, as shown above.</p>
<p>The default is set to <span class="keyword">Last Month</span> (the period from the first day to the last day of the previous calendar month, and NOT the last 30 days).</p>
<h4>Or enter your own custom period</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/custom_period.png" alt="Organisation Drill-Down" />
<p>If you want to specify a period not shown in the list, go back to the <span class="reference">Select a report period</span> field and select <span class="keyword">Custom
Period</span> from the drop-down list and then enter your <span class="reference">Start</span> and <span class="reference">End</span> dates and times manually
into the boxes provided, as shown above.</p>
<h4>Select a specific site</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/select_site.png" alt="Organisation Drill-Down" />
<p>If your system is set-up to administer multiple sites, you have the
option of selecting a particular site here. Select the blank line
(or leave the box empty) to report on all of your sites.</p>
<h4>Select an extension group</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/select_extension_group.png" alt="Organisation Drill-Down" />
<p>You can shortcut the extension group summary by explicitly choosing an
extension group from this list. Leave the selection blank in order
to produce a clickable summary of all extension groups, along with
their summary information.</p>
<h4>Specify a partial dialled number</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/specify_partial_number.png" alt="Organisation Drill-Down" />
<p>You can report on calls to a particular area or number by entering a
partial or full number in the field below. e.g. enter '07' if you
would like to see how much each department is spending calling
mobiles or '00' for International calls. Leave the selection
blank if you are not interested in calls to specific locations.</p>
<h4>Specify call duration (secs)</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/duration.png" alt="Organisation Drill-Down" />
<p>If you want to exclude calls below a certain duration, enter a minimum
duration here e.g. '5' for five seconds. Leave the selection blank if
you are not interested in a minimum call duration.</p>
<h4>Select a field to order the results by</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/order.png" alt="Organisation Drill-Down" />
<p>Results, by default are ordered by cost. If you want to order the results in
any other order, select the field here e.g.</p>
<h4>Sort order</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/sort_order.png" alt="Organisation Drill-Down" />
<p>Results, by default are ordered in ascending order. If you want to order the
results in descending order, tick on <span class="keyword">Descending</span> here.</p>
<h4>Options</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/options.png" alt="Organisation Drill-Down" />
<p>Selecting (ticking) the options above allows you to traverse the report by
clicking on the hyperlinks for each extension group, or individual
extension. Hyperlinks are usually shown with a blue underline, but
these can be undesirable when printing reports. By deselecting this
option (clearing the tick mark), you can have the system produce a
static report that doesn't allow the user to drill down.</p>
<p>To show a summary of all calls, rather a breakdown of all unanswered,
answered and outgoing calls, select the option to <span class="keyword">Combine call totals</span>.</p>
<h2>Creating the Report</h2>
<p>When you have chosen a reporting period, and are happy with your selections, click on the <span class="button">Run Now</span> button.</p>
<h2>The results</h2>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_3.png" alt="Organisation Drill-Down" />
<p>In the top left-hand corner of the report is the report's title,
followed by the selection criteria you selected when you ran the
report. The body of the report consists of detailed summary
information about each extension group (or individual extension if
you already selected an extension group during the criteria selection
process). A description of each column header is described here, in
order from left to right:</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh">Column header</th>
<th class="confluenceTh">Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Extension Group</b></td>
<td class="confluenceTd">This shows the name of each extension group which the system determined made calls. If an extension group is missing from this list, then the system did not find any calls made or received by any extension in that group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>#Exts</b></td>
<td class="confluenceTd">This shows the number of extensions in the group that made or received calls.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Unans</b></td>
<td class="confluenceTd">Shows how many unanswered (or abandoned) calls lost by all active extensions in the particular group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Ans Calls</b></td>
<td class="confluenceTd">Shows the number of incoming calls that were successfully answered by extensions in the group. Transferred calls are included in this total.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Total Dur</b></td>
<td class="confluenceTd">Total duration of all incoming calls by all extensions in the group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Avg Dur</b></td>
<td class="confluenceTd">Average duration of all incoming calls for the group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Out Calls</b></td>
<td class="confluenceTd">Total number of outbound calls made by the extension group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Out N/C</b></td>
<td class="confluenceTd">........................................................................</td>
</tr>
<tr>
<td class="confluenceTd"><b>Total Dur</b></td>
<td class="confluenceTd">The total aggregate duration of all outgoing calls by all active extensions in the group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Avg Dur</b></td>
<td class="confluenceTd">Average duration of an outgoing call by extensions in the group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Cost</b></td>
<td class="confluenceTd">Total aggregate cost of all outbound calls made by all active extensions in the extension group.</td>
</tr>
</tbody>
</table> |
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