<h2>Introduction</h2> <p>Quickly identify any unused devices on any entity i.e. site, team group etc. This is useful for finding channels no longer required or extensions that can be reallocated elsewhere.</p> <p>The report shows two sections; Users and Channels. The <span class="button">Users</span> tab displays a list of all users that haven't been utilised over the given report period. The <span class="button">Channels</span> tab displays a list of all channels that haven't been utilised over the given report period.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/unused_devices_1.png" alt="Unused devices" /> <h2>Running the report</h2> <p>On the <span class="reference">Reports</span> screen, click on <span class="reference">Unused devices</span> in the reports type list, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/unused_devices_2.png" alt="Unused devices" /> <p>You can tailor the report to your specific requirements by selecting the entity you'd like to apply the report to as well as the output format required. You can also limit the results by adding filters and options as detailed below: </p> <h4>Entity</h4> <p>The <span class="reference">Entity</span> allows you to choose which area of the directory you would like to report on. If you want to run a report for your entire organisation, you do not need to choose an entity.</p> <p>If you want to select a specific area for reporting, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Add Entity button" /> button to get a pop-up window showing the areas of the directory you can report on.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/reports_3.png" alt="Add Entity" /> <p>To drill up and down simply click on the hyperlinks provided, shown in the screenshot below as Aberdeen, Birmingham, Brighton, Cardiff etc.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_1.png" alt="Entity panel" /> <p>Once you have reached the area you would like to report on, click on the green <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/tick_button.png" alt="Add Entity button" /> as highlighted in red below.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_2.png" alt="Entity panel" /> <p>Alternatively if you are looking for a specific area e.g. person, department, site, name etc, you can just enter the name and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_button.png" alt="Search" /> button as shown in the example below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_3.png" alt="Entity panel" /> <h5>Selected Entity</h5> <p>Once your entity you would like to report on had been selected, it will appear, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/selected_entity.png" alt="Selected entity" /> <h5>Delete an Entity</h5> <p>In order to delete an entity, just select it with your mouse and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/red_delete_button.png"> button above it, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/delete_entity.png" alt="Delete entity" /> |
NOTE: If you have restricted access, you may not be able to see the entire directory. You will need to speak to your system administrator to get access rights to other areas. |
<h4>Period</h4> <p>TIM Enterprise allows complete flexibility in the way you can select your time periods.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/period.png" alt="Period panel" /> <p>You have three types of period to select from. These are:</p> <ul> <li><b>Preset period</b></li> <li><b>Last period</b></li> <li><b>Custom period</b></li> </ul> |
NOTE: Running this report over longer periods increases the reliability of its results. |
<h6>Preset period</h6> <p>The standard Preset periods are shown below and can be selected from this simple drop-down list.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/preset_period.png" alt="Preset period" /> <p>The built-in periods are based on a standard Gregorian calendar and are defined as follows:</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh" width=98>Period</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><b>Today</b></td> <td class="confluenceTd">The start date and end date is set to the current date. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td> </tr> <tr> <td class="confluenceTd"><b>Yesterday</b></td> <td class="confluenceTd">The start date and end date is set to the current date minus one day. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td> </tr> <tr> <td class="confluenceTd"><b>This week</b></td> <td class="confluenceTd">The start date is set to the Monday of the current week, whilst the end date is set to the current day. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td> </tr> <tr> <td class="confluenceTd"><b>Last week</b></td> <td class="confluenceTd">This is Monday to Sunday of the previous week. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td> </tr> <tr> <td class="confluenceTd"><b>This month</b></td> <td class="confluenceTd">The start date is set to the 1<span class="exponent">st</span> day of the current month and the end date to today. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</td> </tr> <tr> <td class="confluenceTd"><b>Last month</b></td> <td class="confluenceTd">The start date for this period is set in three stages. The day is set to <span class="keyword">01</span>, the month is set to the current month minus one, or in the case of January, it is set to <span class="keyword">12</span>. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td> </tr> <tr> <td class="confluenceTd"><b>This year</b></td> <td class="confluenceTd">The start date is set to the first day of the first month of the current year. The end date is set to today's date. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td> </tr> <tr> <td class="confluenceTd"><b>All calls</b></td> <td class="confluenceTd">The start date is set to the date of the first call in the database, whilst the end date is set to the date of the most recent call in the database. Times are also set to the times of the first and last calls in the database.</td> </tr> </tbody> </table> <h6>Last period</h6> <p>The last period allows complete flexibility, e.g. last 3 hours, last 7 days, last 2 quarters.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/last_period.png" alt="Last period" /> |
NOTE: We define last week from the pre-set periods as Sun-Sat of the previous week and last 7 days as the preceding 7 days. |
<h6>Custom period</h6> <p>The user defined custom period allows the user to define the exact date and time that the report is required from and to.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/custom_period.png" alt="Custom period" /> |
<h4>Format</h4> <p>This allows you to define the format of the output. Simply click on your preferred output format to determine whether you would like the report output in Web format, to PDF, CSV, as XML or Excel.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/formats.png" alt="Formats panel" /> <p>To select, simply click on your chosen format from the list as shown above. Note that any report can be run several times with different formats selected for the output if required.</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh" width=196>Format</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/web_icon.gif" /> <b>Web</b></td> <td class="confluenceTd">When a report is run, its output is displayed in the Report Output window, which is a mini web-browser containing the HTML output generated by the report engine. It is the common interface for all reports. The report body is shown in a window that can be panned around by using the horizontal and vertical scrollbars. If the report is made up of multiple pages, you can navigate it by using the <span class="button no_margin">Back</span> and <span class="button no_margin">Fwd</span> buttons at the bottom. You can print the report by pressing the <span class="button no_margin">Print</span> button, or save the report to an HTML file by pressing the <span class="button no_margin">Save</span> button and choosing a filename and location. <p>Universally-accessible, this format provides clickable column headers for dynamic sorting of table data, with clean graphical charts in the popular Flash format, so you can zoom into them for more detail. Each report is fully customisable - right down to the individual table fields. To view these reports, all that's needed is your favourite web browser - with no need for obscure add-ons!</p> </td> </tr> <tr> <td class="confluenceTd"><img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/pdf_icon.gif" /> <b>PDF <br/>(Portable Document Format)</b></td> <td class="confluenceTd">PDF is a file format created by Adobe Systems in 1993 for document exchange. PDF is used for representing two-dimensional documents in a manner independent of the application software, hardware, and operating system. <p>PDFs will run over several pages depending on the report selected. Because of the nature of PDF reports, headers are fixed and not selectable as in web reports above. You may however pre-sort before running or scheduling using the filters available in the <span class="reference">Options</span> section. PDFs are ideal for producing reports like <span class="reference">Phone Bills</span>. PDFs are ideal when distributing to colleagues inside and outside of your organisation - while guaranteeing they'll look identical across all operating systems when viewed on the screen or printed out.</p> </td> </tr> <tr> <td class="confluenceTd"><img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/xml_icon.gif" /> <b>XML <br/>(Extensible Markup Language)</b></td> <td class="confluenceTd">XMLs purpose is to aid information systems in sharing structured data, especially via the internet, to encode documents and to serialise data. XML, in combination with other standards, makes it possible to define the content of a document separately from its formatting, making it easy to reuse that content in other applications or for other presentation environments. Most importantly, XML provides a basic syntax that can be used to share information between different kinds of computers, different applications, and different organizations without needing to pass through many layers of conversion. <p>Since all reports are derived from this native format, we pack each one with all the data you'd ever need, so you'll always be able to extract the report data into your favourite reporting packages, such as Business Objects, Crystal Reports, or even your favourite Office spreadsheet.</p> </td> </tr> <tr> <td class="confluenceTd"><img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/csv_icon.gif" /> <b>CSV <br/>(Comma Separated Values)</b></td> <td class="confluenceTd">A CSV file is used for the digital storage of data structured in a table of lists form, where each associated item (member) in a group is in association with others also separated by the commas of its set. Each line in the CSV file corresponds to a row in the table. Within a line, fields are separated by commas, each field belonging to one table column. CSV files are often used for moving tabular data between two different computer programs, for example between a database program and a spreadsheet program. <p>This option is ideal for interacting with your own back office systems, all CSV data is fully customisable using XSLT from the report's original XML format.</p> </td> </tr> <tr> <td class="confluenceTd"><img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/excel_icon.gif" /> <b>Excel</b></td> <td class="confluenceTd">Select Excel as your preferred report format, if you would like to manipulate the data and possibly integrate with data in other Excel spreadsheets. </td> </tr> </tbody> </table> |
<h4>Filters</h4> <p>The filters option allows you to add one or more filters to the report to allow you to sift through information in more detail.</p> <p>Seeing from the screenshot below, the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" > button is deactivated, meaning <b>you can not add filters to this report</b>.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/filters_5.png" alt="Add filter" /> |
<h4>Options</h4> <p>Unlike Filters, this report does have a lot of Options. The options available for the Unused devices report are shown below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_unused_devices.png" alt="Options" /> <p>Upon selecting the Option, then click on the <span class="button">Add</span> button to add this option or just select the <span class="button">Close</span> button if you no longer want to include this Option.</p> <p>A list with the available options for the Unused devices report can be seen below:</p> <h5>Sort results by</h5> <p>When running this report, you may want to order the results to suit. You can select the criteria by which you want to order the results from the list as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_results_unused_devices.png" alt="Sort results by" /> <ul class="content"> <li><span class="keyword">Name: </span>The device or channel name.</li> <li><span class="keyword">ID: </span>The device or channel ID.</li> <li><span class="keyword">Email: </span>The e-mail address associated with the user.</li> <li><span class="keyword">DDI: </span>The Direct dial inwards number (DDI) associated with the user.</li> <li><span class="keyword">Mobile: </span>The mobile number associated with the user.</li> </ul> <p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p> <h5>Sort order</h5> <p>Decide if you would like the results displayed in ascending or descending order.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_order.png" alt="Sort order" /> <p>You may choose to order the results in either ascending or descending order. Note that all web reports have clickable headers so you can reorder on-the-fly. However for other report formats e.g. PDF, it's best to decide on the Sort order before running. </p> <ul> <li><span class="keyword">Ascending: </span>:Results are ordered lowest first</li> <li><span class="keyword">Descending: </span>Results are ordered highest first</li> </ul> <p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p> <h5>Audio only</h5> <p>This option allows you to display only calls that have an associated voice recording in the results.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/audio_only.png" alt="Audio only" /> <p>As shown above, you have the following two options:</p> <ul> <li><span class="keyword">Yes: </span>The report results will only show calls with an audio file attached</li> <li><span class="keyword">No: </span>The report excludes all calls with audio attached</li> </ul> <p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p> <h5>Notes only</h5> <p>This option allows you to display only calls that have an associated note in the results.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/notes_only.png" alt="Notes only" /> <p>As shown above, you have the following two options:</p> <ul> <li><span class="keyword">Yes: </span>The report results will only show calls with a note attached</li> <li><span class="keyword">No: </span>The report excludes all calls with a note attached</li> </ul> <p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p> <h5>Scored only</h5> <p>This option allows you to limit the search to scored calls only.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/scored_only.png" alt="Scored only" /> <p>As shown above, you have the following two options:</p> <ul> <li><span class="keyword">Yes: </span>The report results will only show calls with a score attached i.e. calls that have been scored</li> <li><span class="keyword">No: </span>The report excludes all calls with a score attached. i.e. all calls that have not been scored</li> </ul> <p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p> <h4>Show "Do not log"</h4> <p>It can be ocasionally possible to report on calls for users that have been set to "Do not log" in reports.</p> <p>When the "Do not log" option is selected, calls are NOT logged and the associated recording are NOT available so you can NEVER report on these calls.</p> <p>When the "Do not record" option only is selected, calls are still logged but the recording are available (when line-side recording in place) for 24 hours as default. That 24 hour period can be reduced. The wait time is a system-wide setting that can be altered in the Registry so could be reduced if required.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/do_not_log.png" alt="Show Do not log" /> <p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p> <h5>Added Options</h5> <p>Once your options are added, they will appear under the <span class="reference">Options</span> section, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_2.png" alt="Added Options" /> <h5>Delete an Option</h5> <p>In order to delete an option, just select it with your mouse and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/red_delete_button.png"> button above it, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_3.png" alt="Delete Options" /> |
NOTE: You may add more than one Option to any report. |
<h2>Creating the report</h2> <p>When you have chosen a reporting period, and are happy with your selections, you have two options:</p> <ul> <li>Run the report now</li> <li>Schedule for future delivery</li> </ul> <p>To choose your preferred option, select the appropriate button.</p> <p>If you choose to run the report now, click the <span class="button">Run now</span> button, as shown below. The results will appear immediately in your chosen format.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/run_report.png" alt="Run report" /> <p>To schedule the report for delivery at a later date, follow the instruction given on the <a href="Schedule a report">Schedule a report</a> section.</p> <h2>Unused devices - The results</h2> <p>When selecting <span class="reference">Web</span> as the output format, this report will appear as below.</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>As with all reports, the header of the report includes the report title, any name you may have given to it, and the date and time it was run.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/unused_devices_1.png" alt="Unused devices" /> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/unused_devices_3.png" alt="Unused devices" /> <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.</p> <p>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>Name</b></td> <td class="confluenceTd">The Name of any unused user or channel will appear. e.g. Joe Bloggs or Main ISDN. </td> </tr> <tr> <td class="confluenceTd"><b>ID</b></td> <td class="confluenceTd">The ID of any unused user or channel will appear. e.g. Ext 278 or 13578. </td> </tr> <tr> <td class="confluenceTd"><b>Email</b></td> <td class="confluenceTd">If the user has an associated e-mail address in the directory, it will appear here. </td> </tr> <tr> <td class="confluenceTd"><b>DDI</b></td> <td class="confluenceTd">If the user has an associated DDI (Direct Dial No) in the directory, it will appear here. </td> </tr> <tr> <td class="confluenceTd"><b>Mobile</b></td> <td class="confluenceTd">If the user has a mobile number associated with it in the directory, it will appear here. </td> </tr> </tbody> </table> <p>The Name and any associated ID for any unused user or channel will appear. If additional properties have been added e.g. E-mail, DDI, Mobile etc. these properties will be displayed also.</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_enterprise/breadcrumb.png" alt="Breadcrumbs" /> |