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<h5>Group</h5> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/account_summary_6.png" alt="Account summary" /> <p>There is no limit to the number of groups available on each site. Groups, like sites are available as a drop-down list. You can choose to select a specific group or leave at the default <span class="keyword">All groups</span>. Please note that the drop-down list for each group can only appear if a site has already been selected.</p> <h5>User</h5> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/account_summary_7.png" alt="Account summary" /> <p>Once a site and group has been selected, you can decide whether you would like to report on all users or select a particular user from the drop-down list as shown above.</p> <p>Once you have set the report's entities, 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>Filter call information</h4> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/account_summary_8.png" alt="Account summary" /> <p>You have the option of filtering the information, based on a number of call filters. These filters allow you to be very specific, when deciding the call information you would like in the final report.</p> <p>If you do not want to select any filters, simply press the <span class="button">Next</span> button to skip.</p> <p>Please find a brief description of all filters below:</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh" width=122>Filter</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><b>Account code</b></td> <td class="confluenceTd">If you want to produce a bill consisting of all chargeable calls made using a particular account code, enter the account code in this filed. To report on more than one account code, simply comma separate.</td> </tr> <tr> <td class="confluenceTd"><b>Call type</b></td> <td class="confluenceTd">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 at the default <span class="keyword">All calls</span>.</td> </tr> <tr> <td class="confluenceTd"><b>Carrier</b></td> <td class="confluenceTd">If you use more than one carrier, you can choose which carriers calls you would like to report on. <p>To report on all calls from all carriers, leave at default.</p> <p>If you only use one carrier, there will be no drop-down list available and no option to choose a different carrier.</p></td> </tr> <tr> <td class="confluenceTd"><b>CLI</b></td> <td class="confluenceTd">The Caller Line Identification (CLI) is the number associated with the incoming call. This is sometimes withheld by the person making the call. <p>You may choose to report on calls from a particular CLI or from numbers beginning with a particular CLI by entering the number in here. To report on more than one CLI, simply comma separate.</p></td> </tr> <tr> <td class="confluenceTd"><b>Cost</b></td> <td class="confluenceTd">If you want to add a filter for call costs, select calls above (<span class="keyword">></span>) or below (<span class="keyword"><</span>) the cost you wish to define. The value entered should be in your major denomination expressed as a fraction, e.g. GBP 0.04 equates to 4 pence.</td> </tr> <tr> <td class="confluenceTd"><b>Destination</b></td> <td class="confluenceTd">To filter calls to a specific named destination (e.g. a place name, or a destination added to your Locations list) enter it here. e.g. London.</td> </tr> <tr> <td class="confluenceTd"><b>Dialled number</b></td> <td class="confluenceTd">To filter calls to a specific number, type the number in the dialled number field. <p>For partial numbers, such as those to a particular area code, just enter the beginning of the number, e.g. <span class="keyword">0033</span> for calls to France, <span class="keyword">0161</span> for calls to Manchester. To report on more than one dialled number, simply comma separate.</p></td> </tr> <tr> <td class="confluenceTd"><b>Duration</b></td> <td class="confluenceTd">To filter calls above or below a particular duration, select the appropriate 'Above' or 'Below' option, then enter the value to compare against, in seconds, in the filed alongside. For example, to show only calls above 30 minutes long, you'd choose <span class="keyword">>1800</span>, since 30 x 60 seconds = 1800.</td> </tr> <tr> <td class="confluenceTd"><b>LCR code</b></td> <td class="confluenceTd">If one or more of your PBX uses Least Cost Routing (LCR), you can filter by LCR code by entering the specific code in the LCR field.</td> </tr> <tr> <td class="confluenceTd"><b>Response</b></td> <td class="confluenceTd">This filter allows you to filter based on the response times to calls. <p>You have the option of filtering calls above or below a specific threshold.</p> <p>The figure you specify is measured in seconds.</p></td> </tr> <tr> <td class="confluenceTd"><b>Start time</b></td> <td class="confluenceTd">To filter calls based on the start time, specify it in the format HH:MM:SS e.g. 8 am would be expressed as <span class="keyword">08:00:00</span>.</td> </tr> <tr> <td class="confluenceTd"><b>Trunk access code</b></td> <td class="confluenceTd">If you use specific access codes (prefixes) to route calls through specific trunks (channels), you can filter those here by simply entering the code used.</td> </tr> </tbody> </table> <h4>Specific Options</h4> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/account_summary_9.png" alt="Account summary" /> <p>This section allows you to add more specific filters to your report. The filters are fairly self-explanatory. 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. In the example above, a filter has been added to exclude weekends and any calls shorter than 3 seconds.</p> <h5>Exclude weekends</h5> <p>This option gives you the option of excluding weekend calls from any results shown. If you would like to exclude weekend calls, simply select 'Yes' to exclude weekend calls.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/account_summary_10weekends.png" alt="Account summary" /> <h5>Exclude transfers</h5> <p>Select this option if you would like to exclude transfers when running a report. For example if you were running an incoming call analysis report and wanted to see only how well calls were answered when first presented, you would choose the option on excluding transfers.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/account_summary_11transfers.png" alt="Account summary" /> <h5>Don't replace numbers with contact names</h5> <p>Tick this option if you do not want dialled numbers, CLIs and account codes replaces with their named equivalents, as they are defined in your web user's contacts list(s).</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/account_summary_12numbers.png" alt="Account summary" /> <h5>Sort order</h5> <p>Choose whether you would like the results of the report to appear in Ascending or descending order, by selecting from the drop-down box.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/accountsort_summary_13order.png" alt="Account summary" /> <h5>Sort results by</h5> <p>You may choose the order in which results are sorted bay selecting the appropriate option from the list shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/accountsort_summary_14results.png" alt="Account summary" /> <h5>Ignore missed calls shorter than</h5> <p>If you would like to exclude short calls from your report, enter the duration below which you'd like to ignore calls. If you would like to exclude very short calls, e.g. calls below 3 seconds, simply enter the number '3' in the box. As shown here.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/accountignore_summarymissed_15calls.png" alt="Account summary" /> <h2>Understanding the Results</h2> <p>When selecting <span class="reference">Web</span> as the output format, this report will appear as above.</p> <p>The Web format allows for complete flexibility when viewing any report. To view details of any filters or selection parameters used in creating this report, simply click on <span class="link">About this report</span> at the top right of the page.</p> <p>All headers are clickable allowing you re-arrange the report layout in seconds, to sort the calls in ascending or decending order based on the header clicked. The headers of this report are as follows:</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh" width=110>Header</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><b>Carrier</b></td> <td class="confluenceTd">This column shows the carrier used to route the call. </td> </tr> <tr> <td class="confluenceTd"><b>Charge band</b></td> <td class="confluenceTd">It shows the chargeband applied to the call. </td> </tr> <tr> <td class="confluenceTd"><b><img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/sigma.png" alt="Squiggle" /></b></td> <td class="confluenceTd">It shows the total number of calls to that chargeband. </td> </tr> <tr> <td class="confluenceTd"><b>Total duration</b></td> <td class="confluenceTd">The total time spent on calls to that chargeband. </td> </tr> <tr> <td class="confluenceTd"><b>Total cost</b></td> <td class="confluenceTd">The total cost of calls to that chargeband. </td> </tr> </tbody> </table> <p>In the above example, the numbers <b>'52001'</b>,<b>'52002'</b> etc. represent the account code.</p> <p>If you would like to go back and view any report for a larger section of the organisation, simply click on the appropriate link in the breadcrumb as shown below:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_plus/breadcrumb.png" alt="Breadcrumbs" /> |
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