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The Organisation Drill-Down report is an interactive, click-able report, showing call summaries for inbound and outbound calls. The report is useful for comparing call statistics between different parts of your organisation and allows you to drill-down into each value to see the same call information for subsequent groups or users. Totals, maximums and averages are displayed at the foot of each column.

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<a id="Running the report"></a>

Running the report

On Access the Reports screen, select the Organisation Drill-Down report from the reports the list and click on the Run now button.

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In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the Period dropdrop-down list and specifying your own  own  Start dateStart timeEnd date and End time of the period you want to report on. and End dates, as shown below:

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Select a site

If your system is set - up for 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

To further limit your report's results, you can select a particular group to report on from the drop-down list, or leave select the blank line to report on all groups.

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Specify a partial dialled number

You can To report on calls to a particular area or number by entering enter 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.provided. For example, to monitor how much you spend on calls to mobile numbers, enter 

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in the field provided or, for international calls, enter
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.

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Specify call duration

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If you want to exclude calls below a certain duration, enter a the minimum duration here e.g. '5' for five seconds. Leave the selection blank if you are not interested in a minimum call durationin the field provided.

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Select a field to order the results by

Results, by default By default, the report's results are ordered by cost. If you want to order the results in any other order, select the field here e.g.To sort the results by a different column, select it from the drop-down list.

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Sort order

Results, by default are ordered By default the report's results are displayed in ascending order. If you want to order To display the results in descending order, tick on Descending herethe appropriate option.

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Options

Selecting (ticking) the options above the

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option, 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 downdrill-down into the report's results to see call information for an extension group or individual user. However, as the hyperlinks are usually underlined, for printing purposes you may prefer to deselect this option and produce a static report.

To show a summary of all calls, rather a breakdown of all answered, unanswered , answered and outgoing calls, select the option to Combine call totals option.

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<a id="Creating the report"></a>

Creating the report

 

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<a id="The report's results"></a>

The report's results

 

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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">Total number of outgoing calls that were not connected (assuming the PBX attached provides this data).</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>
Note
NOTE: In addition to the summary information, totals and averages of all extension groups are shown in footer for each column.
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<h4>Drilling down</h4>

<p>Having seen the summary information for each extension group, you may wish
to see the same information for each individual extension in a
particular group.  Assuming
the <span class="keyword">Enable click-throughs</span> option was selected in the report selection criteria
screen, each extension group will be coloured blue and underlined,
indicating a hyperlink.</p>

<p>Click on the extension group you're interested in, and a new report will be
produced showing the same summary information, but this time for each
individual extension in the selected group, as shown below:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_4.png" alt="Organisation Drill-Down" />

<p>Finally, by clicking on the hyperlink of a particular extension, a new report
is produced showing, in chronological order, the actual calls that
were made and received by that particular extension.</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_5.png" alt="Organisation Drill-Down" />

<p>The output for this, the lowest level in the Organisation Drill Down
report, is slightly different than the previous summary screens. 
Because this is an itemised list of all calls made and received,
there is no summary information, and so there is a different
structure, as defined below:</p>

<table class="confluenceTable">
	<tbody>
		<tr>
			<th class="confluenceTh">Column header</th>
			<th class="confluenceTh">Description</th>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Date & Time</b></td>
			<td class="confluenceTd">The date and time the call started.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Extension</b></td>
			<td class="confluenceTd">The extension number (including the name in brackets).</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Destination</b></td>
			<td class="confluenceTd">The destination (place name) where the call terminated, or a brief description of the type of call if it was an incoming one.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>CLI</b></td>
			<td class="confluenceTd">The caller line identification of the incoming call will be shown here, if output.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Dialled Number</b></td>
			<td class="confluenceTd">The number dialled, in the case of an outbound call.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Trunk</b></td>
			<td class="confluenceTd">The number of the trunk carrying the call will be shown here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Response</b></td>
			<td class="confluenceTd">If output, the time taken to answer the call will be shown in the response field here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Duration</b></td>
			<td class="confluenceTd">The duration of the call in hours, minutes and seconds.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Cost</b></td>
			<td class="confluenceTd">The cost, if any, incurred by the call.</td>
		</tr>
	</tbody>
</table>

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When you have selected a reporting period and have chosen the report's criteria, click on the Run now button, as shown below:

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<a id="The report's results"></a>

The report's results

The results of this report show a summary of call volumes - organised by call type - for the entity you selected. Totals and averages of all extension groups are displayed at the foot of each column.

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The header of the report will display its title, any friendly name you assigned to it, the period of the report and any options you have selected in the report's selection criteria window.

The body of the report will display call summary information for each extension group. A description of each column header is presented in the table below:

Column headerDescription
Extension GroupThe name of each extension group the system has logged calls for. If an extension group is missing from this list, no calls were registered for the user group within the time period the report was run for
#ExtsThe number of extensions contained within the respective group
UnansThe number of unanswered (abandoned) calls
Ans CallsThe number of incoming calls, including transferred calls
Total DurThe total duration of all incoming calls
Avg DurThe average duration of all incoming calls
Out CallsThe total number of outbound calls
Out N/CThe total number of outgoing non-connected calls
Total DurThe total aggregate duration of all outgoing calls
Avg DurThe average duration for all outgoing calls
CostThe total aggregate cost of all outbound calls

Drilling down

Having seen the summary information for each extension group, you may wish to see the same call information for each individual extension within a particular group. To drill down into the report, click on an extension group hyperlink, as shown below:

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To drill-down even further into the report, click on an extension hyperlink and a new report will be produced, showing - in chronological order - an itemised list of calls made or received by the selected extension:

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The headers of the itemised call table are described below:

Column headerDescription
Date & TimeThe date and time the call started
ExtensionThe name or number of the extension that made or received the call
DestinationThe name of the destination where the call terminated, or a brief description of the type of call, for incoming ones
CLIThe telephone number of the remote caller for inbound calls
Dialled NumberThe number dialled, in the case of an outbound call
TrunkThe number of the trunk carrying the call
ResponseThe length of time it took for the call to be answered, e.g. the response time
DurationThe duration of the call in hours, minutes and seconds
CostThe cost of the call, if applicable