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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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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).