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Lucent Technologies CentreVu Call Management System Custom Reports Manual

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    							  Advanced Report Design CentreVu CMS Custom Reports
    Including Exceptions Data in a Custom Report6-21
    Including Exceptions Data in a Custom Report6
    For historical custom reports only, you can design reports that include 
    exceptions data. See the 
    CentreVu CMS R3V8 Database Items and 
    Calculations 
    (585-210-939) document for a description of the exceptions 
    tables and the data they contain.
    The steps for creating a custom report with exceptions 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, you cannot copy any 
    standard exceptions report on the Screen Painter. The exceptions reports do 
    not appear if you select List all in the Get Copy of Design window.
    Also, in every exceptions table, the database item EXTYPE stores the types 
    of exceptions that occurred. However, exception types are stored as 
    numbers, not as character strings. If you want your report to list the types of 
    exceptions that occurred, then the types must be listed as numbers (see the 
    CentreVu CMS R3V8 Database Items and Calculations (585-210-939) 
    document for a description of these numbers). The VDN Exceptions Report 
    shown in Figure 6-4
     is an example of this.
    Figure 6-4:  VDN Exceptions Report — Sample 1
    If you designed a custom exception report to replicate the standard VDN 
    Exceptions Report, then the design might appear as shown in Figure 6-5
    .
    VDN Exceptions
    ACD: burbank Printed 04/10/93 04:35 PM
    Date: 04/09/93
    Time
    Time VDN Vector Exception Limit Threshold
    ------------------------------------------------------------------------------------------
    09:16AM Catalog Sales Weekday Sales Number calls abandoned in vector 20
    09:24AM Catalog Sales Weekday Sales Calls in ACD split queue 10
    10:02PM Catalog Sales Off-hour Sales Calls disconnected 50 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Including Exceptions Data in a Custom Report6-22
    Figure 6-5:  Custom Exceptions Report — Sample 1
    Field Window
    Select: vdnex.THRESHOLD_________________
    ________________________________
    Field Window
    Select: vdnex.STARTTIME________________
    ________________________________
    Field Window
    Select: vdnex.EXTYPE____________________
    ________________________________
    Field Window
    Select: vdnex.TIME______________________
    ________________________________
    Field Window
    Select: vdnex.VDN_______________________
    ________________________________
    Field Window
    Select: vdnex.VECTOR____________________
    ________________________________
    Screen Painter
    ACD: $$$$$$$$$$$$$$$$$$$$
    Date: $$$$$$$$VDN Exceptions
    Time VDN Vector Exception Limit Threshold
    ________________________________________________________________________________________
    0vvvvv 0vvvvvvvvvvvvvvvvvv 0vvvvvvvvvvvvvvvvvv 0vvvvvvvvvvvvvvvvvv 0vvv 0vvv 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Including Exceptions Data in a Custom Report6-23
    Figure 6-6
     (shown on the previous page) is an example of the report that 
    results from this design shown in Figure 6-5
    .
    Figure 6-6:  VDN Exceptions Report — Sample 2
    The report would appear this way because 
    CentreVu CMS exceptions tables 
    store the exception types as numbers.
    However, another way of designing an exception report would be to use 
    count(*) for the exception field. You could then include a specific 
    exception type as part of the row search (Figure 6-7
    ). CentreVu CMS would 
    then count the rows that had that exception type and display the total in the 
    report. 
    VDN Exceptions
    ACD: burbank Printed 04/10/93 04:35 PM
    Date: 04/09/93
    Time
    Time VDN Vector Exception Limit Threshold
    ------------------------------------------------------------------------------------------
    09:16AM Catalog Sales Weekday Sales 37 32 20
    09:24AM Catalog Sales Weekday Sales 37 30 10
    10:02PM Catalog Sales Off-hour Sales 76 73 50 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Including Exceptions Data in a Custom Report6-24
    Figure 6-7:  Custom Exceptions Report — Sample 2
     
    07/19/93 00:30 AM CentreVu(TM) CMS Windows: 1 of 5 ^ 
    Custom Reports: Hist: agent excepts
    Split: Sales-West
    Date: 06/08/92
    Field Window
    Select: count(*)______________________________
    ______________________________________
    Row Search
    Table: agex_____________________________
    Select rows where: EXTYPE = 7 and SPLIT = $i_split Exception
    Type Number
    Time in ACW 11
    Time in AUX 3
    Time AVAIL 14
    Time on Ext-in 10
    and ROW_DATE = $i_date_________
    Field Window
    Select: count(*)______________________________
    ______________________________________
    Row Search
    Table: agex_____________________________
    Select rows where: EXTYPE = 4 and SPLIT = $i_split
    and ROW_DATE = $i_date_________ 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Selecting Rows from More Than One Table6-25
    In the example, the row search statement for the first field searches for 
    exception type #4 (Time in ACW) for a particular date and split. Because the 
    field is count(*), the field displays the total number of rows that had 
    exception type #4 for the date and split.
    Similarly, the row search statement for the second field searches for 
    exception type #7 (Time in AUX) for a particular date and split. Again, 
    because the field is count(*), the field displays the total number of rows 
    that had exception type #7 for the date and split.
    Selecting Rows from More Than One Table6
    For historical reports only, you can merge data from two tables into a 
    single report field. You can, for example, take the number of ACD calls a 
    single agent handled (where data is taken from the dagent table) and 
    divide by the total ACD calls handled by the agents split (where data is taken 
    from the dsplit table). Or, you can take the ACD calls a split handled in an 
    intrahour interval (where data is taken from the hsplit table) and divide by 
    the total ACD calls the split handled for the day (where data is taken from the 
    dsplit table).
    To merge data from two tables into a single report field:
    lThe two tables must have at least one database item in common. 
    Typically, the database items in common are indexes.
    lBoth table names must be entered in the Table field of the Row 
    Search ID assigned to the field.
    lFor custom historical reports — you can use data from more than one 
    table and use the same row search ID for multiple tables.
    lAt least one “join” clause must appear in the Row Search ID assigned to 
    the field. A “join” clause searches for the same value for the same item 
    in both tables. In this way, the data extracted from the rows in both 
    tables will be related.
    A “join” clause has the following format:
    tablename1.item1 = tablename2.item1
    Where item1 is a database item that the tables have in common.
    NoteFor retrieval of data from an exceptions table, you can only 
    retrieve data for those exceptions that have been turned on for 
    the particular split, agent, etc., have actually occurred and have 
    not been deleted from the database because they exceeded the 
    storage parameters for exceptions. 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Selecting Rows from More Than One Table6-26
    lYou must prepend the table name to each database item included in 
    the Select rows where: statement. This rule applies to all 
    database items, even those that are not in a join clause.
    lA join clause must use a database item that is also included with a 
    regular “where” clause (one that directly assigns a value or variable 
    name to the database item).
    Often, you need several “join” clauses in a Row Search criteria statement. 
    For example, you must first specify row search values for either the hagent 
    or hsplit table if you define a report field that contains the following data 
    expression:
    hagent.ACDCALLS/hsplit.ACDCALLS
    You might enter the following “where” clauses:
    hsplit.SPLIT = $i_split and hsplit.ROW_DATE = $i_date and 
    hsplit.STARTTIME = $i_time and hsplit.ACD = $acd
    You must then specify join clauses so that the rows found in one table are 
    related to the values found in the other table. In this example, you would add 
    join clauses (shown in bold) for every regular “where” clause:
    hsplit.SPLIT = $i_split and hsplit.ROW_DATE = $i_date 
    and hsplit.STARTTIME = $i_time and hsplit.ACD = $acd 
    and hsplit.SPLIT = hagent.SPLIT and hsplit.ROW_DATE = 
    hagent.ROW_DATE and hsplit.STARTTIME = 
    hagent.STARTTIME and hsplit.ACD = hagent.ACD
    The report design shown in Figure 6-8
     illustrates how this row search 
    selection would affect data in a report.
    NoteThe syntax of a join clause is similar to that in standard 
    INFORMIX SQL syntax. See the INFORMIX-SQL Relational 
    Database Management System User Guide
     for INFORMIX SQL.
    CautionIf you run a report that merges data from two tables (particularly 
    tables with large amounts of data) into a single field and your 
    Select rows where: statement is not specific enough, you 
    may get an error message when you test the design. The 
    specific cause may be that the number of selected rows is very 
    large, and 
    CentreVu CMS does not have enough space to 
    create temporary files. If this is the case, you should add 
    additional “where” clauses to the row search criteria.
    NoteNotice that table names are prepended to each database item. 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Selecting Rows from More Than One Table6-27
    Figure 6-8:  Report Design with Data from Two Tables Merged in a Field
     
    04/19/95 00:30 AM CentreVu(TM) CMS Windows: 1 of 5 ^ 
    Custom Reports: Hist: agent excepts
    Split: $$$$$$$$$$$$$$$$$$$$ Split ACD
    Date: $$$$$$$$ Calls
    Field Window
    Select: hagent.LOGID__________________________
    ______________________________________
    Add highlights
    Bar
    Copy block
    Define input
    Erase block
    Field
    Get copy of design
    Move block
    Row search
    Save design
    Test design
    Upper/left no-scroll
    Variable/time/date Time: $$$$$$$$$$
    Percent
    Agent ACD of Split
    Agent Calls Calls
    0vvv 0vvvvv 2vvvvvvv1xxxxx
    Field Window
    Select: 100*(hagent.ACDCALLS/hsplit.ACDCALLS)__
    _______________________________________
    Field Window
    Select: hagent.ACDCALLS_______________________
    ______________________________________
    Row Search Window
    Row Search ID: 2
    From table(s): hsplit, hagent
    Select rows where: hsplit.SPLIT = $i_split and hsplit.ROW_DATE = $i_date
    and hsplit.STARTTIME = $i_time and hsplit.ACD = $acd
    and hsplit.SPLIT = hagent.SPLIT and hsplit.ROW_DATE =
    hagent.ROW_DATE and hsplit.STARTTIME = hagent.STARTT
    IME and hsplit.ACD = hagent.ACD
    Field Window
    Select: hagent.ACDCALLS_______________________
    ______________________________________ 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Selecting Rows from More Than One Table6-28
    Notice that the Percent of Split Calls field merges data as 
    discussed in our example. Also notice that Row Search ID #2, which is 
    assigned to the Percent of Split Calls field, contains the row search 
    statement as discussed in our example.
    To illustrate the effect of join clauses, the report design in Figure 6-8
     
    includes the Agent ACD Calls and Split ACD Calls fields. Notice 
    that each field uses a database item that is also included in the Percent 
    of Split Calls field.
    When the report is run, the Percent of Split Calls field, for each 
    agent in the selected split, divides that agents ACD calls by the total ACD 
    calls for the split, then multiplies by 100 to give a percentage. Thus, as in 
    Figure 6-9
    , if agent 1000 had 23 ACD calls, and the split Sales-West had 412 
    ACD calls, the Percent of Split Calls for agent 1000 would be 
    5.583 (100 * [23/412]).
    Figure 6-9:  Sample Report with Merged Data
     
    04/19/95 00:30 AM CentreVu(TM) CMS Windows: 1 of 5 ^ 
    Custom Reports: Hist: split status
    Split: Sales-West Split ACD
    Date: 06/08/93 Calls
    Time: 8:00am
    Percent
    Agent ACD of Split
    Agent Calls Calls
    1000 23 5.583
    1004 18 4.369
    1005 18 4.369
    1009 21 5.097
    1010 24 5.825
    1012 23 5.583 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Alternative Row Search Conditions6-29
    Alternative Row Search Conditions6
    For your row search conditions, you will most often use the “where” clauses 
    described in Chapter 4
    . However, several additional “where” clause formats 
    are available. This section describes those formats.
    Selecting 
    Rows Based 
    on a Range of 
    Val ue s
    6
    If you want a range of splits included in the report, you might use two “where” 
    clauses as in the following example:
    Select rows where: SPLIT >= 1 and SPLIT 
    						
    							  Advanced Report Design CentreVu CMS Custom Reports
    Alternative Row Search Conditions6-30
    Using 
    Apostrophes 
    for Some 
    Database Item 
    Val u es
    6
    Some database items require that, if you hardcode values in a “where” 
    clause, you enclose the values in apostrophes (), as shown in the following 
    example.
    Select rows where: ROW_DATE > 07/01/93
    Standard database items whose values you must enclose in apostrophes 
    are:
    VDN (the value is a VDN number)
    EXTENSION (the value is an extension number)
    LOGID (the value is an agent login ID)
    EQLOC (the value is a 9-digit trunk location number)
    ROW_DATE (the value is a date in mm/dd/yy format)
    CWC (the value is a call work code of 1 to 16 digits)
    Also, any custom database items you define as CHAR or DATE columns in 
    INFORMIX are items whose hardcoded values you must enclose in 
    apostrophes.
    For historical reports only, an alternative format for these database items 
    is:
    Expression matches value
    In this type of clause, matches is the same as =. However, this type of 
    clause lets you use wildcard searches. That is, within the apostrophes, you 
    can use an asterisk (*) or a question mark (?).
    The asterisk (*) matches any and all characters, including blanks and no 
    characters. Look at the following examples:
    Select rows where: EQLOC matches 01*
    This clause finds all rows where the EQLOC value begins with 01, which 
    would mean all trunks for module 01. Thus, 010012020, 010211110, and 
    011023100 are values that would match.
    Select rows where: ROW_DATE matches */01*
    This clause finds all rows where the ROW_DATE value has 01 as its dd (day 
    of the month). That is, the clause searches for the first day of each month. 
    Thus, 01/01/93, 04/01/93, and 10/01/92 are values that would match.
    NoteActually, */01* would also find all dates, if they had passed, in the 
    year 2001 (for example, 01/22/01, 08/03/01, and 11/31/01). 
    						
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