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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 the Rows of Data for a Report4-43 As an example of a basic “where” clause, if you are creating a real-time report using data from the Current Interval Split table and you have defined three report fields for the report: Split: (the SPLIT database item) ACD Calls: (the ACDCALLS database item) Average Talk Time: (the calculation ACDTIME/ACDCALLS) Your “where” clause might be: Select rows where: SPLIT = 5 When you run the report, CentreVu CMS finds the row in the table (Figure 4-12 ) for Split 5 and fills in the report fields with data from that row (in bold in the figure). Figure 4-12: Sample Current Interval Split Table Thus, the report fields show the following data: Split: 5 ACD Calls: 451 Average Talk Time: 61 (the result of 27635/451) NoteThis example of row search criteria would also include the selection of an ACD. See “Where” Clause for Selecting Rows from an ACD ” later in this section. 54 3 2 9 8 789 10203 603 851 2456441058400 777 988 . . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . . .... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ...... ACDTIME . . . . . . . . . . . . . . . . . . . . . . . . . . . 333899786 19768 35401 15321 2763553442 13111 20012 36898 ABANDONS 39 10 31 43 11 3259 20 37 48 . . . . . . . . . . . . . . . . . . . . . . . . . . ACDCALLS SPLIT 480 142 391 50993 451652 111 234 443 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . . . . . . . ABNTIME 1 7 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-44 “Where” Clause with Variable 4 The previous examples create hardcoded row search conditions. That is, when you run the report, CentreVu CMS always searches for the values you entered in the “where” clause. However, instead of a hardcoded value, you can enter a variable name in a clause. A variable name tells CentreVu CMS to search for whatever value(s) you or another user choose when you run the report. You must define a variable on the Define Input window before using it in a “where” clause. The variable name then links a report input field to the “where” clause that uses the value(s) entered. In a clause with a variable name, you must always enter a dollar sign ($) in front of the variable. The format is as follows: Expression Relational Operator $variable As with a basic “where” clause, the Expression can be a database item or calculation. The relational operators available are the same as those available for a basic “where” clause. Look at the following “where” clause: Select rows where: SPLIT = $splitvar This “where” clause tells CentreVu CMS to search for rows with the Split value the user enters when ordering the report. The example clause presupposes that the variable name, “splitvar,” has been defined on the Define Input window. Multiple “Where” Clauses 4 To put two or more clauses in a statement, use and or or. Use and to define two or more clauses where CentreVu CMS finds only rows that meet all conditions. For example, the following statement searches for rows where splits had an average speed of answer greater than 30 seconds and abandons greater than 100. Select rows where: ANSTIME/ACDCALLS > 30 and ABANDONS > 100 Use or to define two conditions where CentreVu CMS finds rows that meet either condition but not necessarily both. For example, the following statement searches for rows where splits had too many abandoned calls or too many extension-out calls. Select rows where: ABANDONS>15 or AUXOUTCALLS+ACWOUTCALLS>7 NoteTo see the variable names you previously defined on the Define Input window, select the List inputs action list option. See “Step 2: List the Report Input Variables.”
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-45 “Where” Clause with a Range/List Var ia bl e 4 If a variable name, as defined in the Define Input window, has been assigned the Range/list option, your “where” clause must use the equals sign (=) with the variable name. “Where” Clause for Selecting Rows from an ACD 4 In your “where” statement, you must always include a clause to select the ACD. If you always want a report to find data for the users current ACD, append and ACD = $acd to the “where” statement, as shown in the following example: Select rows where: SPLIT = $splitvar and ROW_DATE = $datevar and ACD = $acd If you use the variable name acd, you do not need to define the variable in the Define Input window. CentreVu CMS always understands acd to be the current ACD. However, if you wish, you can define a different variable name for the ACD database item so the user can specify the desired ACD(s) when ordering the report. You can also hardcode the ACD in a “where” clause, as in the following example. Select rows where: ACD = 1 “Where” Clause for Excluding Rows of Data 4 If you want to exclude Split 5 from the report, but include all other splits, you might enter a “where” clause as follows: Select rows where: SPLIT != 5 or Select rows where: SPLIT 5
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-46 Step 6: Select a Field/Bar Ty p e 4 Enter an x to select one of the following field/bar types. Discrete Select the Discrete type if CentreVu CMS will find only one value for each report field/bar to which you are assigning this Row Search ID. CentreVuCMS will find only one value if the field/bar is an aggregate function (SUM, AVG, MIN, or MAX), or if both of the following conditions are true: lYou enter a “where” statement that is so specific that CentreVu CMS finds only one row. lOn the Define Input window, you select n for Range/list for all variables used in the “where” statement. For example, if you select the Daily Split (dsplit) table and enter the following “where” statement: Select rows where: ROW_DATE = $datevar and SPLIT = $splitvar and ACD = $acd and you select n for Range/list for both the splitvar and datevar variables, CentreVu CMS will find a single row containing the date and split the user enters when ordering the report. Repeated vertically Select Repeated vertically to display a column of multiple field values or a vertical series of bars, one for each value. If you select Repeated vertically, you must also enter a number in the Spacing field. This number tells CentreVu CMS how many lines to go down to display each value. 1 means to display a value on every line. 2 means to display a value on every other line. Repeated horizontally Select Repeated horizontally to display multiple field values in row format or a horizontal series of bars, one for each value. NoteIf you are assigning the row search ID only to fields and bars that contain aggregate functions (sum, max, min, or avg), you will normally select the Discrete type. See “Repeating Aggregate Function Values” in Chapter 6 of this manual.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-47 If you select Repeated horizontally, you must also enter a number in the Spacing field. This number tells CentreVu CMS how many characters to move horizontally from the beginning of one value to the beginning of the next. This means that the spacing you enter must include the blank spaces between fields/bars and the width of a field/bar. For example, if a field/bar is four characters wide and you enter 8 in the Spacing field, CentreVu CMS displays each value with four blank characters in between. Repeated values, whether repeated horizontally or vertically, apply only if CentreVu CMS finds multiple values for the report field(s). CentreVuCMS finds multiple values if one of the following conditions exists: lYour “where” statement specifies one or more ranges of values. lOn the Define Input window, you entered y for Range/list for at least one variable. lYour “where” statement is general enough to select multiple rows. One example of a general “where” statement for the dsplit table would be: Select rows where: ROW_DATE = $datevar and ACD = $acd Since no split values are specified, CentreVu CMS will display, for a user-specified date, a value for every split in the ACD. If, based on your “where” statement and Define Input entries, CentreVuCMS finds multiple values, but you select Discrete, the report displays only the first value CentreVu CMS finds for each report field. NoteIf you select Repeated vertically, you cannot define any fields directly under a repeated field. If you select Repeated horizontally, you cannot define any fields directly to the right of a repeated field.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-48 Step 7: Select a Sort Type 4 Enter an x to select either ascending or descending order for values of the database item(s) in the Order by field. Ascending order means CentreVu CMS displays data from the lowest to the highest values. Descending order means CentreVu CMS displays data from the highest to the lowest values. Continuing with the previous example, if the Order by database item is ROW_DATE and you choose a descending order, the data will be listed as shown below. Figure 4-13: Sample of Data Ordered by Date in Descending Order For dates and times, lowest values are those dates/times farthest in the past.DATE SPLIT ACDCALLS 10/12/92 1 7 10/12/92 2 6 10/12/92 3 5 10/11/92 1 25 10/11/92 2 50 10/11/92 3 41 10/10/92 1 40 10/10/92 2 36 10/10/92 3 30
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-49 Step 8: Select a Sort Order for Data 4 Enter a database item (with its table name) in the Order by field to specify how multi-row data should be sequenced in the report. CentreVuCMS orders the rows of data by the values for the database item. For example, you might enter dsplit.ROW_DATE in the Order by field. CentreVu CMS would then display data by date, as in the following report. Figure 4-14: Sample of Data Ordered by Date in Ascending Order If, on the other hand, you enter dsplit.SPLIT in the Order by field, CentreVu CMS displays data by split, as shown in the following report. Figure 4-15: Sample of Data Ordered by SplitDATE SPLIT ACDCALLS 10/10/92 1 40 10/10/92 2 36 10/10/92 3 30 10/11/92 1 25 10/11/92 2 50 10/11/92 3 41 10/12/92 1 7 10/12/92 2 6 10/12/92 3 5 DATE SPLIT ACDCALLS 10/10/92 1 40 10/11/92 1 25 10/12/92 1 7 10/10/92 2 36 10/11/92 2 50 10/12/92 2 6 10/10/92 3 30 10/11/92 3 41 10/12/92 3 5
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-50 If you leave the Order by field blank, CentreVu CMS displays data in the report using the same sequence CentreVu CMS uses to store the data in the table. For historical reports only, you can enter more than one database item in the Order by field. The database items must be separated by commas. The effect of more than one sorting database item is that data will be ordered first by values found for the first sorting database item, then sorted by values for the second sorting database item, and so on. For example, Order by: dsplit.SPLIT,dsplit.ACDCALLS would cause the data shown in the previous illustration to be ordered as follows: Figure 4-16: Sample of Data Ordered by Split and ACD Calls Notice that the data is first sorted by split number, then by the number of ACD calls. As a result, the dates appear totally out of sequence.DATE SPLIT ACDCALLS 10/12/92 1 7 10/11/92 1 25 10/10/92 1 40 10/12/92 2 6 10/11/92 2 36 10/10/92 2 50 10/12/92 3 5 10/11/92 3 30 10/10/92 3 41
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-51 Step 9: Save Yo u r R o w Search Conditions 4 After you have successfully saved your row search conditions, you can then assign the row search ID to report fields/bars. Assign a Row Search ID to Report Field(s) and Bar(s) 4 To complete the definition of data for a field or bar, you must assign a row search ID to the field/bar. Use the following steps to do this.Select the Modify action list option.®Successful appears in the windows status line to indicate the Row Search conditions have been added. NoteIf a field already has an assigned row search ID (for example, a field that is part of a design you have copied), you must first remove the existing row search ID assignment. See “Changing the Row Search- Field Assignment(s)” later in this section. 1.On the Screen Painter, place the cursor on a field to which you want to assign a row search ID. To assign a row search ID to several fields at one time, place the cursor in a position from which you can define an appropriate block. 2.Select the Row search action list option.® The Row Search window appears. 3.Enter the desired row search ID and select the Find one action list option.®The row search conditions for the ID appear. 4.Select the Assign fields action list option.®The Row Search window disappears, the cursor moves to its original position Move cursor to define a block and press RETURN appears on the status line.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining the Rows of Data for a Report4-52 If your row search conditions specify discrete fields/bars, assigned fields appear with lowercase xs and assigned bars appear with uppercase Xs (see Figure 4-17 ). Figure 4-17: Sample Discrete Field and Bar Design A report with the design in Figure 4-17 might appear as shown in Figure 4-18 . 5.Move the cursor using the , , or arrow keys. If the block you define contains one or more characters of a field/bar, CentreVu CMS assigns the row search ID to that field/bar.® The cursor defines a block on your terminal in inverse video (or color). 6.Press . ®The ? in each field/bar changes to the row search ID to indicate the row search conditions have been assigned. Additional characters fill the field or bar as shown in the following illustrations. Tab ShiftTab Return 04/19/95 00:30 AM CentreVu(TM) CMS Windows: 2 of 5 ^ Custom Reports: Screen Painter: split status: Hist Add highlights Bar Copy block Define input Erase block Field Get copy of design Move block Row search Save design Test design Upper/left no-scroll Variable/time/date Split: $$$$$$$$$$$$$$$$$$$$ XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX XXXXX 100%1xxxxx Percent Within Service Level