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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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Glossary CentreVu CMS Custom Reports GL-3 Database itemA name for a specific type of data stored in one of the CMS databases. A database item may store ACD identifiers (split numbers or names, login IDs, VDNs, etc.) or statistical data on ACD performance (number of ACD calls, wait time for calls in queue, current states of individual agents, etc.). Examples are ACDCALLS, ACDTIME, SPLIT, WORKMODE, and so on. Database tablesCMS uses these tables to collect, store, and retrieve ACD data. Standard CMS items (database items) are names of columns in the CMS database tables. Date formatThe standard format for entering dates on CMS reports. Acceptable formats are: lMonth/day/year (for example, 3/21/96) lA “-” offset based on todays date (for example, -1 for yesterday) lSeparating individual data entry items using a semicolon (for example, 3/21/96;3/23/96;3/25/96) lEntering ranges by placing a hyphen between entries (for example, 3/21/96-3/25/96). When you specify a date for a weekly report, that date must correspond to the week start day selected in the System Setup—Storage Intervals window. If the date and day do not match, the message No records found displays in the status line. The month start date must be the first day of the month. Define Input WindowThe secondary window you access on the Screen Painter to define fields for the report’s Report Input window. DescendingListed with the highest values first and the lowest values last. With time and dates, the most recent values DesignThe physical layout of a custom report, as well as the definition of the report’s fields, bars, input window, and row search criteria. Direction (Bar)The direction in which a bar grows and shrinks, either horizontally or vertically. Discrete field/barA field or bar for which a single value will be found and displayed. DictionaryA CMS subsystem that can be used to assign names to various call center elements such as login IDs, splits/skills, trunk groups, VDNs and vectors. These names appear on reports, making them easier to interpret. Dictionary also allows customized calculations to be created for use in reports.
Glossary CentreVu CMS Custom Reports GL-4 EntityA generic term that refers to one of the following: Agent, Split/Skill, Trunk, Trunk Group, VDN, or Vector. FieldA space designated in a custom report to display a specifically-defined piece of ACD data. Data is displayed in a field as characters in specific format (that is, as time with am/pm, as decimal, as date, and so on). Global accessThe ability for other CMS users to run a custom report and to copy its design on the Screen Painter. Historical databaseA database that contains intrahour records for up to 62 days in the past, daily records for up to 5 years in the past, and weekly/monthly records for up to 10 years in the past for each CMS-measured agent, split/skill, trunk, trunk group, vector, and VDN. Historical reportsReports that display past ACD data for various agent, split/skill, trunk, trunk group, vector, or VDN activities. INFORMIXA relational database management system used to organize CMS historical data. INFORMIX SQLA query language tool that is used to extract data from an INFORMIX* database. For the CMS historical database, CMSQL is used in place of INFORMIX SQL. IndexA column (database item) that causes the values in a row to be related. For example, in the Current Interval Split table, SPLIT is an index. An index adds structure to the data in a table. Input fieldAn input field is an area on a user window into which a CentreVu CMS user enters one or more valid field values. For example, the valid values for the input field Split are integers from 1 through 255 (Generic 3r Version 2 to Version 4) and split names that have been assigned in the Dictionary subsystem. Input windowThe window that appears when you are running a report so you can specify what data [what split/skill, what agent(s), what times, what dates(s), and so on] the report will display. * INFORMIX is a registered trademark of Informix Software, Inc.
Glossary CentreVu CMS Custom Reports GL-5 Interval-based itemsA category of database items. These items generally represent the amount of time during a collection interval spent doing a particular activity. Interval- based items are updated throughout the collection interval and timing is restarted at the end of the interval. Interval-based items should only be used to show the amount of time in an interval for an activity or to calculate percentages of time spent in an interval. Interval-based items should not be used to calculate averages (such as average hold time). Intrahour intervalA 15-, 30-, or 60-minute segment of time starting on the hour. An intrahour interval is the basic unit of CMS report time. JustificationThe lining up of data for a field such that in the report, the data is always centered, lined up on the left, or lined up on the right. Maximum graph valueThe value that a bar will represent when it is at its maximum length or height. MeasuredA term that means an ACD element (agent, split/skill, trunk, trunk group, vector, VDN) has been identified to the switch as of interest to the CMS. The switch sends messages to CMS only for ACD elements that are measured. If the ACD element is not measured on the switch, no data is collected. Name (Synonym) fieldsFields in which you may enter a name (synonym) that has been entered in the Dictionary subsystem (for example, names of agents, splits/skills, agent groups, trunk groups, vectors, VDNs). Normal userA user that normally has access to a limited number of subsystems within CMS. A normal user cannot access a custom report design created by another user and can neither run nor copy the private reports of another user. OwnerThe CMS user who created the design of a custom report. Pattern matchingSearching the database for data that partly or totally matches a set of characters, (letters, numbers, and symbols) entered by a user. For example, the user may enter *01*, and CMS might find the following types of matching data: 0001, split01, 22010, or 01444. Private accessThe restriction that only the owner of a custom report can run the report. Also, no other normal user can copy the report’s design. Private access does not restrict CMS administrators from running a private report or accessing its design. Private reportA custom that only the creator can access.
Glossary CentreVu CMS Custom Reports GL-6 Read permissionThe CMS user with read permission can access and view data (for example, run reports or view the Dictionary subsystem). Read permission is granted from the User Permissions subsystem. Real-time databaseConsists of the current and previous intrahour data on each CMS-measured agent, split/skill, trunk, trunk group, vector, and VDN. Real-time reportsReports that display current ACD call activity on agents, splits/skills, trunks, trunk groups, vectors, and VDNs for the current or previous intrahour interval. Current intrahour interval real-time reports are periodically updated as data changes during the interval. Previous intrahour interval real-time reports show data totals for activity that occurred in the previous intrahour interval. Repeated horizontallyThe specification that multiple values will be found for a field/bar and that the values will be displayed in a vertical series of fields or bars. Repeated verticallyThe specification that multiple values will be found for a field/bar and that the values will be displayed in a horizontal series of fields or bars. Report typeThe specification of a custom report as either a real-time or historical report. Reversed thresholdsThe reversal of thresholds so that the bar has the color of normal conditions when it is at its longest. With reversed thresholds, the bar will change from normal to caution to warning as the bar shrinks in length. RowA single horizontal line of data in a table. The data is related by the value(s) of one or more columns. For example, each row of current real-time agent data contains data for a specific agent login ID. Row search IDThe identification number of a set of row search conditions defined in the Row Search window. This number is assigned to fields/bars that will use the associated set of row search conditions. Therefore, the available row search IDs 0 to 9. Row search windowThe secondary window accessed on the Screen Painter that you use to define row search criteria and assign row search criteria to field/bars. ScaleA line, with or without tick marks, that appears in a custom report to provide a reference point for the approximate value of a bar as it changes length. Screen PainterThe window that you use to design custom reports. The Screen Painter has special properties that make its operation different from that of other windows.
Glossary CentreVu CMS Custom Reports GL-7 Second thresholdA graph term for the upper limit you enter for a particular condition in a graph report. When this limit is met, the bar(s) change color/intensity, indicating that a possible Warning condition exists. Secondary windowA user window that is generated from a primary window. Secondary windows can be moved, sized, or scrolled and do not count in the user window count. SelectThe name of the first field in the Field and Bars windows. You enter the data expression you want for a report field/bar in the Select field. Select rows where statementThe row search criteria CMS uses to retrieve data from the database. Select rows where statements typically consists of several “where” clauses. Sort orderThe order in which you want data to appear in a custom report. The sort order is always based on the values of one or more database items. Real- time reports allow the use of only one database item for sorting. Sort typeThe order, ascending or descending, in which data should be displayed. Standard database itemA database item (column name) for a column in a standard CMS table. Standard database items are listed in the Dictionary subsystem, and a description of all database items are in the CentreVu CMS R3V8 Database Items and Calculations (585-210-939) document. String (Data format)A report field that displays data from a CHAR column. CHAR columns, which store data as characters, include LOGID, VDN, CWC, and so on. String (Input field)An input field type that allows users to type character strings and pattern searches when running the report. Any input field that has the “string” field type must be associated in the Row Search window with a database item or table column that is a CHAR column. This includes LOGID, VDN, CWC, and other database items. Structured Query Language (SQL)A language used to interrogate and process data in a relational database (such as INFORMIX). See INFORMIX SQL. SubsystemEach CMS main menu selection (for example, Reports, Dictionary, System Setup, Exceptions, etc.) along with Timetable and Shortcut is referred to as a subsystem of the Call Management System.
Glossary CentreVu CMS Custom Reports GL-8 Ta b l eAn array of columns and rows that stores data for a type of ACD element (split/skill, agent, trunk, and so on) and for a specific time frame (for the current intrahour interval, for past intrahour intervals, for past days, and so on). Te x tThe words, numbers, and other characters you type directly onto the Screen Painter to provide report titles, column headers, row identifiers, and other labels. ThresholdA value at or above which CMS indicates a change in condition, either to a caution (first threshold) or a warning (second threshold) condition. Thresholds apply to bars in a report. Tick marksThe marks on a scale defined for a bar in a report. Tick marks break a scale into segments to indicate increments of the bar’s length relative to the maximum graph value. Type (Input field)The specification of how CMS is to validate a user’s input values and format when ordering the report. That is, you can tell CMS to check for numbers, character strings (names), times, dates, specific ACD configuration values (split numbers, login IDs, and so on), etc. Type (Report)The specification of whether a report is a real-time or historical report. You specify the type on the Report Select window. Time FormatThe standard format for entering times on CMS reports. Acceptable formats are: lA 12-hour time format with AM/PM (for example, 7:30AM, 5:00PM). lA 24-hour time format (for example, 7:30, 17:00). lA “-” offset based on the current interval date (for example, -1 for the previous hour or -0:30 for the previous half hour interval). User IDThe login ID for a CMS user. CMS links custom report designs to a user’s user ID. That is, the owner of a report design is the user (identified by user ID) who created the design. User PermissionsA CMS subsystem that allows the CMS administrator to define user access permissions.
Glossary CentreVu CMS Custom Reports GL-9 Variable nameThe name assigned to a report input field that will allow the user to enter values and have those values used to find data for the report. The variable name links the row search criteria to the report input fields so that the user’s input values become the basis of the search for data. Where clauseAn expression in the Select rows where field that specifies values for a single database item or calculation. A “where” clause has the format Expression Relational operator Value. A row search criteria statement can consist or multiple “where” clauses.
Index CentreVu CMS Custom Reports IN-1 Index Symbols Where Clauses Basic . . . . . . . . . . . . . . . . . . . . . . 4-42 Exclusions . . . . . . . . . . . . . . . . . . . 4-45 Multiple. . . . . . . . . . . . . . . . . . . . . 4-44 Other Formats for . . . . . . . . . . . . . . . 6-32 Range/List Variable . . . . . . . . . . . . . . 4-45 Selecting Rows from an ACD . . . . . . . . . 4-45 Using String-value Items. . . . . . . . . . . . 6-31 Using to Select a Range of Values. . . . . . . 6-29 Variable . . . . . . . . . . . . . . . . . . . . 4-44 $ Not Defined . . . . . . . . . . . . . . . . . . . 5-10 Numerics 1. . . . . . . . . . . . . . . . . . . . . . . . . . 5-19 11 . . . . . . . . . . . . . . . . . . . . . . . . . 5-20 12 . . . . . . . . . . . . . . . . . . . . . . . . . 5-20 13 . . . . . . . . . . . . . . . . . . . . . . . . . 5-20 2. . . . . . . . . . . . . . . . . . . . . . . . . . 5-19 3. . . . . . . . . . . . . . . . . . . . . . . . . . 5-19 4. . . . . . . . . . . . . . . . . . . . . . . . . . 5-19 5. . . . . . . . . . . . . . . . . . . . . . . . . . 5-19 6. . . . . . . . . . . . . . . . . . . . . . . . . . 5-19 8. . . . . . . . . . . . . . . . . . . . . . . . . . 5-20 9. . . . . . . . . . . . . . . . . . . . . . . . . . 5-20 A Access . . . . . . . . . . . . . . . . . . 2-2, 2-5, 2-8 Defining . . . . . . . . . . . . . . . . . . . . 2-5 Screen Painter . . . . . . . . . . . . . . . . . 3-1 Access the Report Select Window . . . . . . . . 2-2 ACD Variable Name . . . . . . . . . . . . . . . . . 4-8 Agent Trace Data . . . . . . . . . . . . . . . . . 2-6 agex. . . . . . . . . . . . . . . . . . . . . . . . 4-41 Aggregate Functions . . . . . . . . . . . . . . . 4-18 And/Or, Using in Clauses. . . . . . . . . . . . . 4-44 Apostrophes, Using for Database Items . . . . . 6-30 Arithmetic Operators . . . . . . . . . . . . . . . 4-16 Arrow Keys . . . . . . . . . . . . . . . . . . . . 3-2 Assign a Name . . . . . . . . . . . . . . . . . . 2-3 Associated ACD. . . . . . . . . . . . . . . . . . 4-8 B Back. . . . . . . . . . . . . . . . . . . . . . . . 3-2 Back Space . . . . . . . . . . . . . . . . . . . . 3-2 Background Color Default . . . . . . . . . . . . . . . . . . . . . 5-3 Specific Color . . . . . . . . . . . . . . . . . 5-3 Backing Up to Save Custom Reports. . . . . . . 6-2Bars . . . . . . . . . . . . . . . . . . . . . . . 4-27 Changing a Definition. . . . . . . . . . . . . 4-36 Data Expressions for . . . . . . . . . . . . . 4-30 Defining. . . . . . . . . . . 4-27, 4-30, 4-34, 4-35 Direction of . . . . . . . . . . . . . . . . . . 4-30 Discrete. . . . . . . . . . . . . . . . . . . . 4-46 First Threshold . . . . . . . . . . . . . . . . 4-34 Maximum Graph Value . . . . . . . . . . . . 4-33 Position and Length. . . . . . . . . . . . . . 4-28 Repeated . . . . . . . . . . . . . . . . . . . 4-46 Repeated Horizontally . . . . . . . . . . . . 4-46 Repeated Vertically. . . . . . . . . . . . . . 4-46 Saving a Definition . . . . . . . . . . . . . . 4-36 Scales for. . . . . . . . . . . . . . . . . . . 4-31 Second Threshold . . . . . . . . . . . . . . 4-34 Table for Calculation Names . . . . . . . . . 4-30 Bars Reversing Threshold Colors . . . . . . . . 4-35 Basic Tasks of Designing a Custom Report. . . . 1-4 Blinking . . . . . . . . . . . . . . . . . . . . . . 5-2 Block Defining. . . . . . . . . . . . . . . . . . . . . 3-8 Block Editing. . . . . . . . . . . . . . . . . . . . 3-8 Copying. . . . . . . . . . . . . . . . . . . . 3-13 Erasing . . . . . . . . . . . . . . . . . . . . . 3-9 Moving . . . . . . . . . . . . . . . . . . . . 3-10 Block, definition . . . . . . . . . . . . . . . . . . 3-8 Bright . . . . . . . . . . . . . . . . . . . . . . . 5-2 Busy Hour report. . . . . . . . . . . . . . . . . . 1-6 C cagent . . . . . . . . . . . . . . . . . . . . . . 4-40 Calculation Names. . . . . . . . . . . . . . . . 4-16 Defining Tables for . . . . . . . . . . . 4-21, 4-30 Calculations . . . . . . . . . . . . . . . . . 4-16, A-1 Call Work Code Data . . . . . . . . . . . . . . . 2-6 call_rec . . . . . . . . . . . . . . . . . . . . . 4-41 Cannot Mix Aggregates and Nonaggregates in the Select. . . . . . . . . . . . . . . . . . . . . . 5-10 Cannot Use the SYN Function for Order By. . . 5-11 ccwc . . . . . . . . . . . . . . . . . . . . . . . 4-40 Change Access . . . . . . . . . . . . . . . . . . . . . 2-8 Description . . . . . . . . . . . . . . . . . . . 2-8 Changing a Bar Definition . . . . . . . . . . . . . . . . 4-36 a Field Definition . . . . . . . . . . . . . . . 4-27 No-Scroll Area . . . . . . . . . . . . . . . . . 5-6 Reports Name, Access, and Type . . . . . . . 2-8 Changing a Report’s Access or Description. . . . 2-8 Changing Report Input Fields . . . . . . . . . . 4-11 Changing Row Search Conditions. . . . . . . . 4-55 CHAR Colums Definition . . . . . . . . . . . . . . . . . . . . 6-6 Checklist of Design Tasks. . . . . . . . . . . . . 1-4
Index CentreVu CMS Custom Reports IN-2 Clauses. . . . . . . . . . . . . . . . . . . . . . 4-42 CMS Documents . . . . . . . . . . . . . . . . . P-8 CMS System Error Check the Error Log . . . . . . . . . . . . . . 5-11 Data Collection Off. . . . . . . . . . . . . . . 5-11 Too Much Data Retrieved . . . . . . . . . . . 5-11 Updating Translations . . . . . . . . . . . . . 5-12 Column Changing. . . . . . . . . . . . . . . . . . . . 6-14 Deleting . . . . . . . . . . . . . . . . . . . . 6-14 Column Names, Custom Tables Adding . . . . . . . . . . . . . . . . . . . . . . 6-6 Column Types . . . . . . . . . . . . . . . . . . . 6-6 Columns in a Table Adding . . . . . . . . . . . . . . . . . . . . . 6-14 Changing. . . . . . . . . . . . . . . . . . . . 6-14 Deleting . . . . . . . . . . . . . . . . . . . . 6-14 Constants. . . . . . . . . . . . . . . . . . . . . 4-15 Conventions Used in Document . . . . . . . . . P-5 Copy a Report . . . . . . . . . . . . . . . . . . . 3-7 Copying a Block . . . . . . . . . . . . . . . . . 3-13 Copying an Existing Report. . . . . . . . . . . . . 3-4 count(*) . . . . . . . . . . . . . . . . . . . . . . 4-20 csplit . . . . . . . . . . . . . . . . . . . . . . . 4-40 ctkgrp . . . . . . . . . . . . . . . . . . . . . . . 4-40 Ctrl-b . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Ctrl-d . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Ctrl-e . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Ctrl-f. . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Ctrl-u . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Ctrl-x . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Ctrl-y . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Ctrl-z . . . . . . . . . . . . . . . . . . . . . . . . 3-4 ctrunk . . . . . . . . . . . . . . . . . . . . . . . 4-40 Current ACD . . . . . . . . . . . . . 4-8, 4-57, 4-59 Current Interval . . . . . . . . . . . . . . . . . . P-6 Current Interval, Definition . . . . . . . . . . . . P-6 Custom Database Items . . . . . . . . . . . . . 4-15 Custom Report Definition. . . . . . . . . . . . . . . . . . . . . 1-2 Custom Tables . . . . . . . . . . . . . . . . . . . 6-1 Adding Data . . . . . . . . . . . . . . . . . . 6-16 Changing a Column . . . . . . . . . . . . . . 6-14 Changing Data. . . . . . . . . . . . . . . . . 6-17 Deleting a Column. . . . . . . . . . . . . . . 6-14 Deleting Data . . . . . . . . . . . . . . . . . 6-17 cvdn. . . . . . . . . . . . . . . . . . . . . . . . 4-40 cvector . . . . . . . . . . . . . . . . . . . . . . 4-40 D dagent . . . . . . . . . . . . . . . . . . . . . . 4-40 Daily Data. . . . . . . . . . . . . . . . . . . . . P-6 Daily Data, Definition . . . . . . . . . . . . . . . P-6Data Adding Data in a Custom Table . . . . . . . . 6-16 Changing Data in a Custom Table . . . . . . . 6-17 Deleting Data in a Custom Table. . . . . . . . 6-17 Merging. . . . . . . . . . . . . . . . . . . . . 1-3 Ordered by Date . . . . . . . . . . . . .4-48, 4-49 Ordered by Split . . . . . . . . . . . . . . . . 4-49 Ordered by Split and ACD Calls . . . . . . . . 4-50 Data Expressions . . . . . . . . . . . . . . . . . 4-14 Aggregate Functions . . . . . . . . . . . . . . 4-18 Calculation Names . . . . . . . . . . . . . . . 4-16 Calculations . . . . . . . . . . . . . . . . . . 4-16 Constants. . . . . . . . . . . . . . . . . . . . 4-15 count(*). . . . . . . . . . . . . . . . . . . . . 4-20 Data from More Than One Table. . . . . . . . 4-20 for Bars. . . . . . . . . . . . . . . . . . . . . 4-30 Data in a Table Adding . . . . . . . . . . . . . . . . . .6-11, 6-16 Changing . . . . . . . . . . . . . . . . . . . . 6-16 Deleting. . . . . . . . . . . . . . . . . . . . . 6-16 Data Retrieval . . . . . . . . . . . . . . . . . . . 1-11 How CMS Retrieves Data . . . . . . . . . . . 1-11 Data Storage . . . . . . . . . . . . . . . . . . . 1-7 How CMS Stores Data . . . . . . . . . . . . . 1-7 Data Types . . . . . . . . . . . . . . . . . . . . 6-8 Database How CMS Retrieves Data . . . . . . . . . . . 1-11 How CMS Stores Data . . . . . . . . . . . . . 1-7 What is a Database Item . . . . . . . . . . . . 1-10 What is a Database Table . . . . . . . . . . . 1-7 Database Item What is It . . . . . . . . . . . . . . . . . . . . 1-10 Database Items . . . . . . . . . . . . . . . . . . A-1 Custom . . . . . . . . . . . . . . . . . . . . . 4-15 Not in Standard Reports . . . . . . . . . . . . 1-7 Standard . . . . . . . . . . . . . . . . . . . . 4-14 Database Table Names . . . . . . . . . . . . . . 4-40 Date . . . . . . . . . . . . . . . . . . . . .4-57, 4-60 Date Formats . . . . . . . . . . . . . . . .4-22, 4-58 Date Report Was Run. . . . . . . . . . . . . . . 4-58 dcwc. . . . . . . . . . . . . . . . . . . . . . . . 4-41 Default. . . . . . . . . . . . . . . . . . . . . 5-2, 5-3 Default Value for Input Field. . . . . . . . . . . . 4-5 Define a Report . . . . . . . . . . . . . . . . . . 2-2 Define Access to Report. . . . . . . . . . . . . . 2-5 Define as Real-Time or Historical . . . . . . . . . 2-6 Define Input Window . . . . . . . . . . . . . . . 4-1 Define User ID. . . . . . . . . . . . . . . . . . . 2-5 Defining a Report . . . . . . . . . . . . . . . . . . . . 2-2 Access . . . . . . . . . . . . . . . . . . . . . 2-5 Aggregate Functions . . . . . . . . . . . . . . 4-18 An Associated ACD . . . . . . . . . . . . . . 4-8 Bar Data Expression . . . . . . . . . . . . . . 4-30 Bar Direction . . . . . . . . . . . . . . . . . . 4-30 Bar Position and Length . . . . . . . . . . . . 4-28 Bar Scale. . . . . . . . . . . . . . . . . . . . 4-31