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Lucent Technologies CentreVu Call Management System Custom Reports Manual

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    							  Advanced Report Design CentreVu CMS Custom Reports
    Creating a Custom Data Table6-11
    Step 3: Add 
    Data to the 
    Ta b l e
    6
    To help you add data to the table, you must first create a data entry form 
    associated with your table. For more information about forms, see “Creating 
    Your Own Forms” in the 
    INFORMIX-SQL Relational Database Management 
    System User Guide
    . For more information about adding data, see “Entering 
    Data,” in the same document.
    3a.On the Main Menu, select FORM.®
    The FORM menu appears.
    FORM: Run Modify Generate New Compile Drop Exit
    Use a form to enter data or query a database.
    ----------------- cms ----------------- Press CTRL-W for Help --------
    3b.Select GENERATE.®The GENERATE FORM 
    screen appears.
    GENERATE FORM >>
    Enter the name you want to assign to the form, then press Return.
    ----------------- cms ----------------- Press CTRL-W for Help --------
    3c.Enter a name (up to ten 
    characters) for the form 
    associated with your table. (If 
    possible, use the same name as 
    the table you created.) Press 
    .®The CHOOSE TABLE 
    screen appears.
    Return
     
    CHOOSE TABLE >> c_workcode
    Choose the table to be used in the default form.
    ----------------- cms ----------------- Press CTRL-W for Help --------
    workcode 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Creating a Custom Data Table6-12
    3d.Enter the name of the table you 
    want to enter data for, and press 
    .®The Table-selection-
    complete
     menu appears.
    Return
    GENERATE FORM: Table-selection-complete Select-more-tables Exit
    Continue creating a default form with the selected tables.
    ----------------- cms ----------------- Press CTRL-W for Help --------
    3e.Select Table-selection-
    complete.®The screen form 
    specification was 
    successfully compiled 
    appears when processing 
    of the form is complete, then 
    the FORM menu appears.
    3f.Select Run.®The RUN FORM window 
    displays the table you 
    selected.
     
    RUN FORM >>
    Choose a form with Arrow keys, or enter a name, and press Return.
    ----------------- cms ----------------- Press CTRL-W for Help --------
    workcode
    3g.Press the   key. ®The PERFORM menu 
    appears.Return
     
    PERFORM: Query Next Previous View Add Update Remove Table Screen...
    Searches the active database table. ** 1: c_workcode table**
    cwc [ ]
    price [ ] 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Creating a Custom Data Table6-13
    3h.Select Add.®
    The cursor moves to the first 
    column in the table.
    3i.Enter data for the first column of the 
    table, and press the   key. ®The cursor moves to the 
    next column.
    NoteIf you get an error message, you may have entered data in the wrong 
    format.
    3j.Repeat Step 3i for each column.
    3k.Press the   key to save the row 
    of data. ®Row added 
    appears. The 
    row of data has been added 
    to the table and saved.
    3l.Repeat Steps 3h through 3k for 
    each row of data you want to add.
    3m
    .Ty p e e (for Exit) three times to exit 
    INFORMIX.®
    The UNIX prompt appears.
    3n.Press   . ®The CentreVu CMS 
    windows and menus that 
    were displayed before you 
    accessed UNIX reappear.
    NoteTo design a custom report that uses data from the table, you must 
    also enter the column names (database items) in the Dictionary: 
    Database Item: Custom Items window.
    CautionCentreVu CMS does not automatically check the database for disk 
    space used by data in custom tables. As a result, you can 
    inadvertently fill up your disk with custom data. When this happens, 
    you can lose or damage custom data and ACD data. Therefore, if 
    you create custom data tables, be careful to regularly check the 
    amount of disk space available. See the 
    CentreVuä CMS R3V5 
    Administration (
    585-215-820) document for more information on 
    disk storage.
    Return
    Esc
    CtrlB 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Creating a Custom Data Table6-14
    Modifying a 
    Ta b l e
    6
    Use the following steps to add, change, or delete columns in an existing 
    table.
    Adding a 
    Column
    6
    Changing a 
    Column
    6
    Deleting a 
    Column
    6
    1.On the INFORMIX Main Menu, 
    select Table.®The Select Database 
    screen appears.
    2.Press the   key.®The TABLE menu appears.
    3.Select Alter.®The ALTER TABLE screen 
    appears. A list of existing 
    tables also appears.
    4.Enter the name of the table you 
    want to change, and press  . ®The ALTER TABLE menu 
    appears.
    Return
    Return
    1.Select Add to add a new column.®The ADD NAME screen 
    appears.
    2.Complete the fields for the new 
    column.
    3.Press the   key when you have 
    finished adding the column(s), and 
    go to Step 3 of “Deleting a Column.”®
    The ALTER TABLE menu 
    appears.Del
    1.Select Modify to change a 
    column.®The MODIFY NAME 
    screen appears.
    2.Use the arrow keys to select a field 
    to change.
    3.Press the   key when you have 
    finished changing the column(s), 
    and go to Step 3 of “Deleting a 
    Column” in this section.®
    The ALTER TABLE menu 
    appears.Del
    1.To delete a column, use the arrow 
    keys to move the cursor to the 
    column. Select Drop.®The REMOVE screen 
    appears. 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Creating a Custom Data Table6-15
    2.Select YES to remove the column.®
    The column disappears, and 
    the ALTER TABLE menu 
    appears.
    3.At the ALTER TABLE menu, 
    select Exit when you are finished 
    changing the table.®The Build-new-table menu 
    appears.
    4.Select Build-new-table to 
    save your changes. Select 
    Discard-new-table to ignore 
    your changes.
    NoteIf you change columns in a table, then you may have to rebuild the 
    form assigned to the table. 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Creating a Custom Data Table6-16
    Changing Data 
    in a Table
    6
    Use the following steps to add, change, or delete data in an existing table.
    Adding Rows of 
    Data to a Table
    6
    1.On the INFORMIX Main Menu, 
    select Form.®The FORM menu appears.
    2.Select Run.®The RUN FORM screen and 
    a list of forms appear.
    3.Enter the name of a form, and press 
    . ®The PERFORM menu 
    appears.
    Return
    1.Select Add to add rows of data.®The tables column fields 
    appear with the cursor in the 
    first field.
    2.Enter data in the fields. Use   
    or   to move between fields.
    3.Press   when you have added a 
    row of data.®
    The PERFORM menu 
    reappears. The message
     
    Row added 
    also appears.
    Return
    Tab
    Esc 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Creating a Custom Data Table6-17
    Changing Rows 
    of Data in a 
    Ta b l e
    6
    Deleting Rows 
    of Data From a 
    Ta b l e
    6
    1.To change data in a row, display the 
    data you want to change. 
    To do this, select Query.®The tables column fields 
    appear, with the cursor 
    resting in the first field.
    2.Enter data in a column you want to 
    search on, and press  .®The column fields fill with 
    data for that row.
    3.Select Update, and press the 
     key.®The Update screen 
    appears.
    4.Use the arrow keys to move the 
    cursor to the data you want to 
    change. Overtype the data, and 
    press .®The PERFORM menu 
    reappears. The message
     
    This row has been 
    changed
     also appears.
    Esc
    Return
    Esc
    1.To delete a row of data, repeat 
    Steps 1 and 2 of “Changing Rows 
    of Data in a Table” in this section. 
    Press .®
    The PERFORM menu 
    reappears.
    2.Select Remove.®The REMOVE ROW 
    screen appears.
    3.Select YES to delete the row.®The row of data disappears. 
    The message
     Row 
    deleted 
    appears.
    Esc 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Including Forecast Data in a Custom Report6-18
    Including Forecast Data in a Custom Report6
    For historical custom reports only, you can design reports that include 
    current day forecast data. Only current day forecast data is available for 
    custom reports because it is the only forecast data saved in the 
    CentreVuCMS database.
    The steps for creating a custom report with forecast data are almost identical 
    to the steps for creating any other custom report. As with any other type of 
    data, you must specify the database item(s), the table(s), the row search 
    conditions, and the report input fields.
    However, there are two differences:
    1. You cannot copy a standard current day forecast report on the Screen 
    Painter. The Current Day Forecast does not appear if you select List 
    all in the Get Copy of Design window.
    2.
    CentreVu CMS stores current day forecast data in two separate tables:
    f_cdayThis table primarily contains forecast 
    administrative data entered in the Current Day 
    Configuration window.
    f_cdayrepThis table contains the agent positions required 
    and forecast calls carried data, as well as 
    objectives entered in the Call Handling Profiles 
    window.
    See the 
    CentreVu CMS R3V8 Database Items and Calculations (585-210-
    939) for a complete list of the database items these tables contain. See the 
    CentreVuä CMS R3V5 Forecast (585-215-825) document for more 
    information about Forecasting.
    If you were to design a very abbreviated version of the current day forecast 
    report, the design might look something like that shown in Figure 6-1
    .
    NoteForecasting is a separately purchased feature of CentreVu CMS. If 
    you have not purchased Forecasting, you cannot run forecasts and, 
    therefore, cannot include forecast data in a custom report. 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Including Forecast Data in a Custom Report6-19
    Figure 6-1:  Sample Forecast Report Design
    In the report in Figure 6-1
    , Row Search ID 0 is assigned to the Time, 
    Forecast Calls Carried, and Number Agent Req’d fields. The 
    conditions for Row Search ID 0 might be as follows:
    Figure 6-2:  Row Search Conditions for Forecast Data — Sample 1
     
    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: $$$$$$$$$$$$$$$$$$$$ Forecast Method: 1x
    Date: $$$$$$$$
    Forecast Number
    Calls Agents
    Time Carried Req’d
    0vvvvv 0vvvvv 0vvvvvvv
    Field Window
    Select: f_cdayrep.NUMAGREQ______________
    ________________________________
    Field Window
    Select: f_cdayrep.FCALLS________________
    ________________________________
    Row search ID: 0
    From table(s): f_cdayrep
    Select rows where: ROW_DATE = $i_date and SPLIT = $i_split
    and STARTTIME = $i_time and ACD = $acd
    Field/bar type (Select one):
    < > Discrete
     Repeated vertically, spacing 1___Row Search Window 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Including Forecast Data in a Custom Report6-20
    Notice that, as in historical interval reports for splits, the statement in Row 
    Search ID 0 searches for rows based on values for STARTTIME, 
    ROW_DATE, and SPLIT.
    In the report in Figure 6-1
    , Row Search ID 1 is assigned to the Forecast 
    Method field. Notice also that the database item for this field is FMETHOD. 
    FMETHOD is stored in the f_cday table, but is not stored in the 
    f_cdayrep table. This is an example of how current day forecast data is 
    divided between the two tables.
    However, notice that Row Search ID 1 (Figure 6-3
    ) has row search 
    conditions that are almost identical those in Figure 6-2
    :
    Figure 6-3:  Row Search Conditions for Forecast Data — Sample 2
    The only differences between Row Search ID 0 and Row Search ID 1 are the 
    table selections and the field types. In this way, the data in the tables will 
    match.
    NoteIn the standard Current Day Forecast, FMETHOD normally displays a 
    character string, either Seasonal trending, Current 
    trending, or No trending. However, the 
    CentreVuCMS 
    database actually stores a number to represent each method. So, if 
    you include the FMETHOD database item in a report, 
    CentreVu CMS 
    displays a number, not a character string, in the report (see the 
    CentreVu CMS R3V8 Database Items and Calculations document 
    (585-210-939) for a description of these numbers).
    NoteYou can retrieve data from the Current Day Configuration Forecast 
    (f_cday) table only if the appropriate call handling profile has been 
    specified for the particular dates. For retrieval of data from the 
    Current Day Forecast Report (f_cdayrep) table, the Forecast 
    Manager must have run for the particular date for which the report is 
    run.
    Row search ID: 1
    From table(s): f_cday
    Select rows where: ROW_DATE = $i_date and SPLIT = $i_split
    and ACD = $acd
    Field/bar type (Select one):
     Discrete
    < > Repeated vertically, spacing 1___Row Search Window 
    						
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