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Task1 | Introduction |
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Task2 | Running the report |
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Task3 | Creating the report |
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Task4 | The report's results |
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<a id="Introduction"></a> |
Introduction
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.
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<a id="Running the report"></a> |
Running the report
Access the Reports screen, select the Organisation Drill-Down report from the list and click on the Run now button.
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A new window will open, allowing you to configure the parameters of your report:
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<h4>Select an extension group</h4>
<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>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_6.png" alt="Organisation drill-down" />
<h4>Specify a partial dialled number</h4>
<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>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_7.png" alt="Organisation drill-down" /> |
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<h4>Specify call duration</h4>
<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>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_8.png" alt="Organisation drill-down" />
<h4>Select a field to order results by</h4>
<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>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_9.png" alt="Organisation drill-down" />
<h4>Sort Order</h4>
<p>Results, by default are ordered in Ascending order. If you want to order the
results in descending order, tick on Descending here e.g.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_10.png" alt="Organisation drill-down" />
<h4>Options</h4>
<p>Selecting (ticking) the options below 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 Combine call totals
below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_11.png" alt="Organisation drill-down" />
<h2>Creating the Report</h2>
<p>When you have chosen a reporting period, and are happy with your selections, click on the Run Now button.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_12.png" alt="Organisation drill-down" />
<h2>The results</h2>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_13.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 Durn</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 Durn</b></td>
<td class="confluenceTd">Average duration of all incoming calls for the group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Out Call</b></td>
<td class="confluenceTd">Total number of outbound calls made by the extension group.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Total Durn</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 Durn</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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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 Enable click-throughs 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" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_14.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" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_15.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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Select a report period
For each report, you must specify a time span that covers the calls you want the report to include.
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There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:
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 drop-down list and specifying your own Start and End dates, as shown below:
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Select 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
To further limit your report's results, you can select a particular group to report on from the drop-down list, or select the blank line to report on all groups.
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Specify a partial dialled number
To report on calls to a particular area or number enter a partial or full number in the field provided. For example, to monitor how much you spend on calls to mobile numbers, enter
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Specify call duration
If you want to exclude calls below a certain duration, enter the minimum duration in the field provided.
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Select a field to order the results by
By default, the report's results are ordered by cost. To sort the results by a different column, select it from the drop-down list.
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Sort order
By default the report's results are displayed in ascending order. To display the results in descending order, tick the appropriate option.
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Options
Selecting the
option, allows you to drill-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 and outgoing calls, select the Combine call totals option.
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<a id="Creating the report"></a> |
Creating the report
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 header | Description |
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Extension Group | The 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 |
#Exts | The number of extensions contained within the respective group |
Unans | The number of unanswered (abandoned) calls |
Ans Calls | The number of incoming calls, including transferred calls |
Total Dur | The total duration of all incoming calls |
Avg Dur | The average duration of all incoming calls |
Out Calls | The total number of outbound calls |
Out N/C | The total number of outgoing non-connected calls |
Total Dur | The total aggregate duration of all outgoing calls |
Avg Dur | The average duration for all outgoing calls |
Cost | The 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 header | Description |
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Date & Time | The date and time the call started |
Extension | The name or number of the extension that made or received the call |
Destination | The name of the destination where the call terminated, or a brief description of the type of call, for incoming ones |
CLI | The telephone number of the remote caller for inbound calls |
Dialled Number | The number dialled, in the case of an outbound call |
Trunk | The number of the trunk carrying the call |
Response | The length of time it took for the call to be answered, e.g. the response time |
Duration | The duration of the call in hours, minutes and seconds |
Cost | The cost of the call, if applicable |