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Lucent Technologies CentreVu Call Management System Custom Reports Manual
Lucent Technologies CentreVu Call Management System Custom Reports Manual
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Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Bars in a Report4-33 Step 6: Define the Maximum Graph Value 4 Enter an x in the Maximum Graph Value list to select either a fixed or variable maximum graph value. The maximum graph value is the value that the bar represents when the bar is at its maximum length or height (see Figure 4-9 ). The value must always be a whole number or decimal. If you select Fixed, you must also enter, in the accompanying field, the value the bar should represent when the bar is at its maximum length or height. If you select Variable name, you must also enter, in the accompanying field, a variable name that references a report input field. Thus, selecting Variable name allows the user to enter a maximum graph value for the bar when ordering the report. The variable name you enter must be identical to a variable name defined in the Define Input window. Figure 4-9: Bar Graph Thresholds 04/19/95 00:30 AM CentreVu(TM) CMS Windows: 1 of 5 ^ Custom Reports: Historical: split status Maximum graph valueSecond threshold Row 1 Col 1 First threshold .............................................. .............................................. .............................................. Normal. (Bar is dim intensity or green.)Caution. (Bar is bright intensity or yellow.)Warning. (Bar is blinking dim/bright intensity or red.)
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Bars in a Report4-34 Step 7: Define the First Threshold 4 Enter an x in the First threshold list to select a fixed threshold, variable threshold, or no threshold. The first threshold identifies the point at or above which the bar changes color — normally to indicate a caution condition (see Figure 4-9 ). The first threshold should have the lower value of the two thresholds. The value must always be a whole number or decimal. If you select None, the bar does not have a first threshold at which the bar changes color. If you select Fixed, you must also enter, in the accompanying field, the value at or above which the bar changes color. If you select Variable name, you must also enter, in the accompanying field, a variable name. The variable name, which references a report input field, allows the user to enter a first threshold value for the bar when ordering the report. The variable name you enter must be identical to the variable name you assign to a report input field (see “Defining Fields for the Report Input Window” in this chapter). Step 8: Define the Second Threshold 4 Enter an x in the Second threshold list to select a fixed threshold, variable threshold, or no threshold. The second threshold identifies the point at or above which the bar changes color — normally to indicate a warning condition (see Figure 4-9 ). The second threshold should have the higher value of the two thresholds. The value must always be a whole number or decimal. If you select None, the bar does not have a second threshold at which the bar changes color. If you select Fixed, you must also enter, in the accompanying field, the value at or above which the bar changes color. If you select Variable name, you must also enter a variable name in the accompanying field. The variable name, which references a report input field, allows the user to enter a maximum graph value for the bar when ordering the report. The variable name you enter must be identical to the variable name you assign to a report input field (see the “Defining Fields for the Report Input Window” section in this chapter).
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Bars in a Report4-35 Step 9: Select Normal or Reversed Thresholds 4 Enter a y or n to select reversed threshold colors or normal threshold colors. n means the bar changes to a caution color at the first threshold and change to a warning color at the second threshold. Enter y if you want to reverse the meanings of the thresholds. With meanings reversed, the bar is a normal color when it is above the second threshold. The bar changes to a caution color when the bar is at or below the second threshold but is above the first threshold. The bar changes to a warning color when the bar is at or below the first threshold. Reversed colors would be appropriate for a bar that represents the percentage of calls answered within service level (see Figure 4-10 ). In this case, you would want the bar to be a normal color when the percentage is high, a caution color when the percentage goes down, and a warning color when the percentage is very low. Figure 4-10: Reversed Bar Graph Thresholds 04/19/95 00:30 AM CentreVu(TM) CMS Windows: 1 of 5 ^ Custom Reports: Historical: split status Maximum graph valueSecond threshold Row 1 Col 1 First threshold .............................................. .............................................. .............................................. Normal. (Bar is dim intensity or green.)Caution. (Bar is bright intensity or yellow.)Warning. (Bar is blinking dim/bright intensity or red.)
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Bars in a Report4-36 Step 10: Save the Bar Definition 4 To define additional bars, repeat steps 1 through 10. Changing a Bar Definition 4 Select the Save action list option.®The Bar window disappears, and Successful appears in the Screen Painter status line to indicate the bar definition has been added. NoteYou must assign a Row Search ID to the bar before your field definition is complete. When you do, the question mark (?) changes to that ID number. See the “Defining the Rows of Data for a Report ” section in this chapter. NoteIf a bar will be a repeated bar (as defined with the Row Search window), you cannot define any other bars in the direction that the bar will repeat. That is, if the bar will be repeated vertically, no other bars (or text or fields) can appear directly below the bar. If the bar will be repeated horizontally, no other bars (or text or fields) can appear directly to the right of the bar. 1.On the Screen Painter, place the cursor on the bar you want to change, and select Bar.® The cursor returns to the bar and rests on the lower right corner of the bar. The following message appears on the Screen Painter status line: Move cursor to define opposite corner of bar and press RETURN. 2.If desired, move the cursor using the arrow keys to either make the bar bigger or smaller, and press .®The Bar window appears. 3.Overtype any data in fields you want to change, and select Save.® The Bar window disappears, Successful appears in the Screen Painter status line, and the cursor returns to the bar you just changed. Return
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-37 Defining the Rows of Data for a Report4 To complete the definition of a reports fields/bars, you must define the rows of the table(s) that supply data to the fields/bars. To do this, you must: lUsing the Row Search window (Figure 4-11), define the criteria needed to find the appropriate rows of data. Each set of criteria is stored by row search ID. lAssign the row search ID(s) to the appropriate fields/bars. Row search criteria are values for either database items or calculations. In most cases, your criteria will specify variable names rather than specific values for the database items or calculations. These variable names allow CentreVu CMS to use the values entered in the Report Input window in its row search criteria. From the rows CentreVu CMS finds, report data is retrieved for the report fields. See “How CentreVu CMS Stores and Retrieves Data” in Chapter 1 for a description of this process. The task of defining the rows of data for report fields/bars is described in the following pages. Step 1: Access the Row Search Window 4 NoteIf you copy the design of an existing report, the row search criteria and input fields (as defined in the Define Input window) are copied. If you then delete or change a variable name in the Row Search window, you must delete or change that variable name in the Define Input window. On the Screen Painter, select the Row search action list option.® The Row Search window appears.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-38 Figure 4-11: The Row Search Window Step 2: List the Report Input Var i ab le s 4 2a.Select the List inputs action list option to see the variable names previously defined on the Define Input window.®The List Inputs window appears. 2b.Print the windows contents via the SLK and Print window option. 2c.Press to return to the Row Search window.® The List Inputs window disappears and the cursor returns to the Row Search window. Commands Exit NoteIf you defined report input fields in the Define Input window (or you copied a report design that has report input fields), your row search criteria use the variable names for those input fields. Conversely, to use a variable name in your row search criteria, an input field with that variable name must first be defined in the Define Input window.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-39 Step 3: Select a Row Search ID 4 Enter a number from 0 to 9 in the Row search ID field. The ID identifies the set (or one of the sets) of row search conditions you are using in the report. Thus, for a single report, you can use ten different sets of conditions to select rows of data. You can create a new set of conditions from scratch or use Find one with the Next/Previous actions to view and/or change an existing set of conditions. (If you have already assigned row search conditions to a field/bar on the Screen Painter, the row search ID appears as the first character in that field/bar.) Step 4: Select Ta b l e s 4 In the From table(s) field, enter the name(s) of the table(s) whose rows supply data. Use a comma to separate multiple table names. Example: From table(s): hagent,dagent________ If you are going to assign this row search ID to a particular report field/bar, the name(s) in the From table(s) field must include the table name(s) that you assigned to the report field. NoteIf you are going to use multiple tables, at least one “join” clause must appear in the Row Search ID assigned to the field. A “join” clause makes the values that CentreVu CMS searches on the same in both tables. Therefore, the data extracted from the rows in both tables is related. A “join” clause has the following format: tablename1.item1 = tablename2.item1 where item1 is a database item that the tables have in common. Note that there are different types of “join” clauses. See Chapter 6, “Advanced Report Design,” and your INFORMIX documentation for more information on “join” clauses. NoteIf a report field merges data from two tables, you must include both table names in this field. See “Selecting Rows from More Than One Table” in Chapter 6 of this manual.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-40 The CentreVu CMS database table names are in the following tables. Table 4-6: Real-Time Table Names Name Data Stored csplit Split/Skill data for the current interval. psplit Split/Skill data for the previous interval. cagent Agent data fro the current interval. pagent Agent data for the previous interval. ctkgrp Trunk group data for the current interval. ptkgrp Trunk group data for the previous interval. ctrunk Trunk data for the current interval. ptrunk Trunk data for the previous interval. cvector Vector data for the current interval. pvector Vector data for the previous interval. cvdn VDN data for the current interval. pvdn VDN data for the previous interval. ccwc Call Work Code (CWC) data for the current interval. pcwc CWC data for the previous interval. Table 4-7: Historical Table Names Name Data Stored hsplit Split/Skill data for each intrahour interval. dsplit Split/Skill data summarized by day. wsplit Split/Skill data summarized by week. msplit Split/Skill data summarized by month. hagent Agent data for each intrahour interval. dagent Agent data summarized by day. wagent Agent data summarized by week. magent Agent data summarized by month ag_actv Agent trace. haglog Agent login/logout. htkgrp Trunk group data for each intrahour interval.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-41 See Appendix A, Database Items and Calculations , for a description of these tables and the database items they contain.dtkgrp Trunk group data summarized by day. wtkgrp Trunk group data summarized by week. mtkgrp Trunk group data summarized by month. htrunk Trunk data for intrahour interval. dtrunk Trunk data summarized by day. wtrunk Trunk data summarized by week. mtrunk Trunk data summarized by month. hvector Vector data for each intrahour interval. dvector Vector data summarized by day. wvector Vector data summarized by week. mvector Vector data summarized by month. hvdn VDN data for each intrahour interval. dvdn VDN data summarized by day. wvdn VDN data summarized by week. mvdn VDN data summarized by month. hcwc CWC data for each intrahour interval. dcwc CWC data summarized by day. wcwc CWC data summarized by week. mcwc CWC data summarized by month. call_rec Call record data. agex Agent exceptions. spex Split exceptions tgex Trunk group exceptions. vecex Vector exceptions. vdnex VDN exceptions. linkex Link down exceptions. mctex Malicious call trace exceptions. f_cday Forecast current day configuration data by split/skill. f_cdayrep Current day forecast data by split/skill.Table 4-7: Historical Table Names — Continued Name Data Stored
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-42 Step 5: Select Rows in the Table(s) 4 In the Select rows where: field, enter a selection criteria statement to tell CentreVu CMS how to select data from the table. The statement specifies value(s) for one or more database items or calculations. Basic “Where” Clause 4 A basic clause has the following format: Expression Relational Operator Value The Expression can be a database item or calculation. The Value is a whole number. Relational operators available for a “where” clause are as follows: NoteTo ensure a reasonable run time for your report, the database items you specify in the Select rows where: field should include index items. For a historical report, you should especially include a “where” clause with the ROW_DATE database item. If your row search is based on items that are not indexes, your report may take a very long time to run. To check that your row search items are indexes, see the appropriate table listing in Appendix A, Database Items and Calculations. NoteYour row search criteria must always include the selection of an ACD. See “Where” Clause for Selecting Rows from an ACD ” later in this section. = equal to < > or != not equal to > greater than >= greater than or equal to < less than