Lucent Technologies CentreVu Call Management System Custom Reports Manual

							  Getting Started CentreVu CMS Custom Reports
Defining a Reports Name, Access, and Type2-7
Step 7: Save 
the Report 
Name
2
After you have added the report name, you can access the Screen Painter to 
begin designing the report (see Chapter 3
). 1.Press the   key, select Add, 
and press the   key again.®
Successful appears on the 
status line. If CentreVu CMS 
will not add the report name 
because the name is not 
unique, 
List all to see 
what names already exist, and 
go back to 
Step 2: Assign a 
Name to the Report in this 
procedure.
Return
Return 
						

							  Getting Started CentreVu CMS Custom Reports
Changing a Reports Access or Description2-8
Changing a Reports Access or Description2
NoteYou cannot change a reports name, type, or owner once you have 
added the report. Instead, you must create a new report with the 
desired name, type, or owner, and then copy the design of the old 
report to the new report.
1.On the Report Select window, 
complete the fields you wish to 
search on. (Report type is a 
required field for 
CentreVu 
CMS.) Press the   key, and 
select List all. Press the 
 key again.®
A List All window displays a list 
of all custom reports for the 
specified type and user ID.
Return
Return
NoteYou can change the User ID field to list another users 
custom reports. You cannot change the user ID of a report that 
already exists.
2.Find the report you want to 
change, and press 
 to return 
to the Report Select window.®
The cursor returns to the 
previously selected field of the 
Report Select window.
3.In the Report name field on 
the Report Select window, enter 
the name of the report whose 
description or access you want to 
change.
4.If necessary, change the default 
Report type selection. Then, 
press the   key, select 
Find one, and press the   
key again.®
CentreVu CMS fills in all fields 
with the reports characteristics
.
5.Change the description or report 
access as desired. Then press 
the   key, select Modify, 
and press the   key again.®Successful 
appears on the 
status line
.
Exit
Return
Return
Return
Return
NoteYou cannot change a reports name or user ID using Modify. 
To change a report name or user ID, you must add a new report 
name (with the desired user ID), access the Screen Painter, 
copy the old reports design to the new report, and finally delete 
the old report name. 
						

							  Getting Started CentreVu CMS Custom Reports
Deleting a Custom Report2-9
Deleting a Custom Report2
NoteYou cannot delete another users custom reports unless you are a 
CentreVu CMS administrator.
1.On the Report Select window, 
complete the fields you wish to 
search on, and select List all. 
(Report type is a required 
field for 
CentreVuCMS.)®
A List All window displays a list 
of all global and private custom 
reports for the specified type 
and user ID.
NoteYou can change the User ID field to list another users 
custom reports. However, you cannot delete another users 
report unless you are a 
CentreVu CMS administrator.
2.In the List All window, find the 
report you want to delete, and 
press   to return to the Report 
Select window®
The List all window disappears, 
and the cursor returns to the 
first field of the Report Select 
window.
3.In the Report name field on 
the Report Select window, enter 
the name of the report you want 
to delete.
4.Press the   key, select 
Find one, and press the   
key again.®
CentreVu CMS fills in all fields 
with the reports characteristics
.
NoteIf more than one report has the same name, you may have to 
use Next to find the report you want.
5.Press the   key, select 
Delete, and press the   
key again.®Successful 
appears on the 
status line.
Exit
Return
Return
Return
Return 
						

							  Getting Started CentreVu CMS Custom Reports
Deleting a Custom Report2-10 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Accessing the Screen Painter3-1
3 Using Screen Painter Editing Tools
Accessing the Screen Painter3
To design your CentreVuä Call Management System (CentreVu CMS) 
custom report, use the Screen Painter (Figure 3-1
). On the Screen Painter, 
you can enter report text, data fields, and data bars in a layout that closely 
resembles the layout of the actual report.
You must define the report name and its select characteristics in the Edit 
Report: Report Select window before you can access the Screen Painter for 
that report.
Access the Screen Painter using the following steps.
Figure 3-1:  The Screen Painter
NoteYou can access the Screen Painter for a report that someone else 
designed only if you are a 
CentreVu CMS administrator. However, if 
another users report has global access, you can add your own report 
name and then copy that users report design on the Screen Painter 
(see the “Copying an Existing Report Design
” section in this chapter).
1.On the Report Select window, 
enter the name of the report in 
the Report name field, and 
select Find one.®
The select characteristics of 
the report appear.
2.Select the Screen painter 
action list option.®The Screen Painter appears.
  
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Accessing the Screen Painter3-2
Special 
Properties of 
the Screen 
Painter
3
On the Screen Painter, cursor movement, scrolling, and data entry all differ 
from those operations in normal 
CentreVu CMS windows.
Moving the 
Cursor on the 
Screen Painter
3
Since the Screen Painter has no predefined fields, you can freely move the 
cursor around the interior of the Screen Painter with the following keys:
Arrow keys
(¯, ­, ®, ¬)Move the cursor one space in the direction of the arrow.
Moves the cursor eight spaces to the right. You can also 
use  when you are defining blocks (see the “Editing 
a Report with Blocks” section in this chapter).
This means you must press and hold the   key; 
then press the   key. This convention applies 
throughout this document when any set of two keys are 
shown side by side.
Moves the cursor eight spaces to the left. You can also 
use   when you are defining blocks (see the 
“Editing a Report with Blocks
” section in this chapter).
 may not be available on some terminals.
Moves the cursor one space to the left.
(Forward) Moves the cursor to the far right edge (132nd 
column) of the Screen Painter.
(Back) Moves the cursor to the left edge (1st column) of 
the Screen Painter.
(Down) Moves the cursor to the bottom (Line 25) of the 
Screen Painter.
(Up) Moves the cursor to the top (Line 1) of the Screen 
Painter.
Tab
Tab
ShiftTabShift
Tab
ShiftTab
ShiftTab
BackSpace
Ctrlf
Ctrlb
Ctrld
Ctrlu 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Accessing the Screen Painter3-3
The Screen 
Painter Size
3
The Screen Painter allows you to create a report design with maximum 
dimensions as follows:
lA horizontal size of 132 columns (character spaces)
lA vertical size of 25 lines.
For most terminals, 
CentreVu CMS displays (in the lower right border of the 
Screen Painter) the exact position of the cursor within the Screen Painters 
25 column by 132 column grid (see Figure 3-2
). However, because the 
interior of the Screen Painter window is only 54 columns wide and 20 lines 
high, you may need to scroll the Screen Painter horizontally or vertically to 
access areas that do not fit within the window.
Figure 3-2:  Screen Painter Size and Cursor Position
NoteThe widest custom report that you can display on your terminal 
without scrolling is 78 columns wide. The terminal actually displays 80 
columns, but the side borders of the report window use two of the 
columns.
54
columns
displayed
Horizontal area
available = 132 columns 20 lines
displayed
Vertical area
available = 25 lines
Cursor position 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Copying an Existing Report Design3-4
Scrolling the 
Screen Painter
3
The Screen Painter scrolls automatically when the cursor hits the left, right, 
top, or bottom border. The Screen Painter scrolls one column or one line at a 
time when you use the arrow keys, but scrolls eight columns at a time when 
you use 
 for horizontal scrolling. Right scrolling beeps when the 132nd 
column appears. Left scrolling beeps when the first column reappears. Down 
scrolling stops when the 25th line appears. Up scrolling stops when the top 
line reappears.
Properties of 
Secondary 
Windows
3
For most tasks on the Screen Painter, you must complete a secondary 
window. These secondary windows pop up after you select an action list 
option. Some secondary windows automatically disappear when you are 
finished entering data and select an action list option. However, for some 
secondary windows, you must press the
  Screen Labeled Key (SLK) to 
close the window and return to the Screen Painter.
If you use the  SLK to leave a secondary window and return to the 
Screen Painter, the secondary window remains open. However, until you 
close the secondary window, the Screen Painter is locked and you cannot 
enter text or select any other action list options.
Editing Keys in 
Secondary 
Windows
3
In the secondary windows only, you can use the standard field editing keys. 
These keys, which offer you considerable convenience, are as follows:
Copying an Existing Report Design3
In the majority of cases, you should begin your design of a custom report by 
copying an existing report design, then making desired changes. Copying, 
Tab
Exit
Current
Turns insert mode on or off. With insert mode on, you 
insert characters at the cursor’s current position in the 
field.
Erases characters in a field from the current position to 
the end of the field.
Erases all characters in a field.
Erases inputs in all fields in a window.
NoteThese keys are not available on the Screen Painter itself.
Ctrle
Ctrlx
Ctrly
Ctrlz 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Copying an Existing Report Design3-5
then modifying, an existing report design is usually the quickest, easiest 
method for designing a custom report.
You can copy standard report designs or custom report designs. You can 
also copy more than one report design into a single custom report. However, 
if your report is a historical report, you cannot copy a real-time report onto the 
Screen Painter. Likewise, if your report is a real-time report, you cannot copy 
a historical report onto the Screen Painter.
To copy an existing report design, do the following:
CautionRun test design on a report copy before modifying it. This ensures 
the copy is working before you do any modification to it.
NoteItems in the report you are copying may overlap text, fields, or bars 
you previously entered on the Screen Painter. If items in the copied 
report overlap existing items, 
CentreVu CMS copies to the Screen 
Painter only those parts of the report that do not overlap.
To prevent overlapping, you may need to clear the area in the upper 
left portion of the Screen Painter before copying a report design. You 
can clear the area easily by moving or deleting all data as a block (see 
the “Editing a Report with Blocks
” section in this chapter). Be sure the 
cleared space is large enough to contain the report design you are 
copying.
NoteYou cannot copy the following standard reports:
lReal-time: Multi-ACD report
lReal-time: Multi-ACD Top Agent report
lHistorical: Split/Skill: Status report
lHistorical: VDN: Status report
lHistorical: System: Multi-ACD by Split/Skill report
lHistorical: System: Multi-ACD Call Flow by VDN report
lHistorical: Trunk Group: Busy Hour report
lHistorical: VDN: Busy Hour report. 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Copying an Existing Report Design3-6
Step 1: Access 
the Get Copy 
Window
3
Figure 3-3:  The Get Copy Window
Step 2: Enter a 
Report Name
3
In the Report name field, enter the name of the report you want to copy. 
You can copy standard report designs, global report designs, and private 
report designs. However, you cannot copy another users private report 
designs unless you are a 
CentreVu CMS administrator.
If you do not know the report name, first select List all. For List all, 
you can leave the Report name blank, but you must complete the 
Report type field, described later. After you List all, you can go back 
and enter the report name. On the Screen Painter, select the Get 
copy of design action list option.®
The Get Copy window 
appears.
NoteBecause of the need to shorten names of standard reports for this 
window, the name you must enter in this window does not always 
match the exact names of standard reports.