Inter-Tel Inside Track User Guide Issue 2

Chapter 5— Using Inside Track
63 Inside Track User GuidePreferences:These command buttons allow you to adjust the settings for the buffer
connection (for the PollCat, CRB unit, ILB unit, andAXXESSORY/AxxentTalk) and the
RS-232 connection.
When you select the Buffer command button, a window appears that
allows you to program the Buffer settings. The Buffer Preferences win-
dow is shown on page 109.
When you select the RS-232 command button, a window appears that
allows you to program the RS-232...

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64 Inside Track User Guide
Programming SMDA Reports
There can be up to 300 programmed reports per system, divided among the locations as
desired. Refer to page 68 for sample report formats. (If you have only one location, it can
have up to 300 reports). The default reports are as follows:
·
Account Code by Time:This report groups calls by account code and lists them
chronologically (by date and start time).
·
Account Code Summary:This report summarizes the number, length and...

Chapter 5— Using Inside Track
65 Inside Track User Guide·
Station Summary:This report summarizes the number, length and cost of calls
associated with each station.
·
Toll Calls by Time:This report lists toll calls (toll local, toll long distance, national
(European), and operator/international calls) for each station in chronological order
(by date and time).
·
Trunk by Time:This report groups calls by trunk and lists them chronologically (by
date and time).
·
Trunk Summary:This report summarizes the...

Chapter 5— Using Inside Track
66 Inside Track User GuideThe Template drop-down list box allows you to choose the type of report. Move the high-
light bar to the desired template. There are six templates, as follows:
·
Detailed by Time (default):This lists the call records in the report by the time of the
call. It details calls by date and time, breaking the calls into sections using the first sort
key.
·
Detailed by Time withSubheaders:This is the same as the Detailed by Time report,
except that the...

Chapter 5— Using Inside Track
67 Inside Track User GuideTo select theSMDR databases that are included in the report, select the
Database command button. A window appears as shown on page 98.
(Database programming is explained on page 90.)
To program the sort keys for the report, select the Sort By command
button. The window shown on page 75 appears.
Criteria
The Criteria list box shown on page 64 allows you to select the criteria for calls that will be
included in the report. Use the Program command...

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68 Inside Track User Guide
Sample Report Formats
There are several pre-defined report templates:
·
Detailed By Time Report
·
Summary Report
·
Totals Summary Report
·
Summary By Number Report
·
Reports With Subheaders
For more information about them, as well as some sample reports, refer to the following
pages. Each of the sample reports have been sorted by extension number. Many other sort
options are available. You can sort by account code, start time, call duration,...

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69 Inside Track User Guide
Detailed By Time Report
The“Detailed by Time” report shown below gives you a comprehensive call listing for a
group of extensions. The information given includes the call date, call start time, number
dialed, type of call, approximate call cost, and call duration. This report is the most de-
tailed of the call reports.
One application for this report would be detection of toll fraud. This report details all toll
calls made by a particular...

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70 Inside Track User Guide
Summary Report
The“Summary” report shown below gives you a breakdown of the number of calls, dura-
tion, and approximate cost of incoming, outgoing, special, and internal calls by extension.
It also gives the total number of calls made, total length of those calls, and the approxi-
mate cost of the calls, regardless of call type.
This report could be used for tracking various promotions. If you assign a specific exten-
sion number for each...

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71 Inside Track User Guide
Totals Summary Report
The“Totals Summary” report shown below gives you a list of the total number of calls
made by each extension, the duration of those calls, and an approximate call cost. This
report gives you a condensed version of the “Summary” report.
This report could be used to measure call volume being generated by the company’s cus-
tomer service representatives. By doing so, you can measure productivity as well as gauge
additional...

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Summary By Number
The“Summary by Number” report shown below gives you the frequency of calls made to
a particular number. The sample report is broken down by extension number. It tells you
how often a number was called, what number was called, the approximate total call costs
and total duration of the calls made.
A possible use of this report is to track the number of times a particular customer was
called. If your company does a sales blitz of...