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<a id="Running the report"></a> |
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A new window will open, allowing you to configure the parameters of your report:
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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 the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. 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 dates and times of the first and last call in the entire call database, respectively. |
In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the
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drop-down list and specifying your
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own Start
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and End dates, as shown below:
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Choose a site
If your system is set up to log multiple sites, you can select a particular site from the drop-down list. To report on all sites, select the blank line.
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Select an extension group (optional)
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Table format
By default, the The report's results will be displayed in a table, whose default width is 50%. To change the width of the table, enter the desired percentage in the box provided, as shown below:
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Column header | Description |
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Extension | The extension number of the user |
Extension Name | The name of the person associated with the extension |
First Call | The time the first call of the day took place |
Last Call | The time the last call of the day took place |
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<h2>Introduction</h2>
<p>This report allows you to produce a report showing when the first and last call took place for any extensions selected.</p>
<p>These figures allow you to see when team members actually start taking calls and when they finish allowing you to plan your staffing requirements throughout each working day.</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">First & Last Calls</span> report in the reports list or highlight the <span class="reference">First & Last Calls</span> report 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/first_last_calls_1.png" alt="First & Last Calls" />
<p>The following <span class="reference">Report Selection Criteria</span> window appears:</p>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/first_last_calls_2.png" alt="First & Last Calls" />
<h4>Select a report period</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/report_period.png" alt="First & Last Calls" />
<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="First & Last Calls" />
<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>Choose a site</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/choose_site.png" alt="First & Last Calls" />
<p>If your system is set-up for 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 (optional)</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/select_extension_group_optional.png" alt="First & Last Calls" />
<p>You may want to concentrate on a specific group of extensions; in this
case, select the group of interest from the drop-down list, or leave
blank so as not to specify a particular extension group.</p>
<h4>Table format</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/table_format.png" alt="First & Last Calls" />
<p>The default is 50%, which means the results are compacted to display on the first half of the screen. To display at full screen, change to 100%.</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/first_last_calls_3.png" alt="First & Last Calls" />
<p>The report includes the usual headings, including the report's title, any Friendly Name you assigned to it, the period of the report, and any options you selected in the report's selection criteria window.</p>
<p>The body of the report consists of a detailed table showing a breakdown of each half-hour timeslot in the day.</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh">Column header</th>
<th class="confluenceTh">Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Extension</b></td>
<td class="confluenceTd">The number of the extension.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Extension Name</b></td>
<td class="confluenceTd">Shows the name of the person associated with the extension.</td>
</tr>
<tr>
<td class="confluenceTd"><b>First Call</b></td>
<td class="confluenceTd">The time of the first call of the day is displayed here.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last Call</b></td>
<td class="confluenceTd">The time of the last call of the day is displayed here.</td>
</tr>
</tbody>
</table> |