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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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Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-13 Step 1: Define the Position and Length of a Field 4 Figure 4-5: The Field Window 1a.On the Screen Painter, position the cursor where you want a field to begin, and select Field from the action list.® The cursor returns to its original position, and the following message appears : Move cursor to define opposite corner of field and press RETURN. 1b.Move the cursor using the arrow keys to define a field length, and press . Be sure the field is long enough to contain the data. If the field is too short for a value, the report shows asterisks (*) in the field or, if the data is a word, cuts letters off.®The field appears as a question mark (?) followed by xs. The question mark indicates that you have not yet assigned a Row Search ID to the field. The Field window also appears. Return
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-14 Step 2: Define the Fields Data Expression 4 In the Select field (shown in Figure 4-5), enter a data expression to tell CentreVu CMS two things: lWhat table column(s) should supply data to the field. lHow to manipulate that data. CentreVu CMS picks out values from a table with both row and column identifiers. CentreVu CMS identifies rows of data according to the users inputs and the row search conditions you define (see the “Defining the Rows of Data for a Report” section in this chapter). CentreVu CMS identifies columns according to the data expression you define here. You can enter the following types of data expressions: Database Items4A database item is the name of a column of data in a table, either standard or custom. When you enter a database item, you must always add the name of a table and a period (.) as a prefix. The format is as follows: . Examples: dsplit.ACDCALLS hagent.STARTTIME ctkgrp.NUMINUSE Standard database items Standard database items are listed in the Dictionary subsystem as having all upper-case letters (as in the preceding examples). A standard database item can store: lIdentifiers (for example, SPLIT, VDN, LOGID, and so on) lTimed data (for example, ACDTIME, ABANTIME, AUXOUTIME, and so on) lEvent counts (for example, ACDCALLS, INTERFLOWCALLS, ABNCALLS, and so on) lFor real-time and agent trace reports, current state data (for example, WORKMODE, DURATION, NUMINUSE, and so on).
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-15 See Appendix A for a description of database tables and items including the exceptions, forecast, and login/logout tables. See Chapter 6, Advanced Report Design, for more information about custom reports that include exceptions and forecast data. Custom database items You must enter a custom database item, with the custom table name as a prefix, exactly as you defined it in the Dictionary subsystem. The data identified by a custom database item depends entirely on the data you entered for the item in the custom table (see Chapter 6, Advanced Report Design). Constants4A constant is the name of a fixed numerical value (whole number or decimal) that you define in the Dictionary subsystem. Constant names can be up to 20 characters long. A constant could represent a per-minute usage rate for trunks, a daily or hourly wage rate, or a service objective (like number of abandons, number of ACD calls, or percent within service level). A constant could also represent an average for the estimated dollar loss of an abandoned call, which could then be used to calculate daily loss of revenue due to abandoned calls. No standard constants exist in CentreVu CMS when it is first installed. Therefore, you must define every constant you want to use. Using constants makes sense only if you have a fixed value that you want to use under one or both of the following conditions: lThe constant is a value that you will use in a number of different custom reports (for example, an average wage rate). lYou would not be able to remember the numerical value, but could remember a name assigned to the value (for example, for the $9.00 hourly wage rate for an agent called Smith, you could have a constant called Smithwage.) NoteStandard database items are often shared by more than one table. For example, ABNCALLS can identify a column in the Current Interval Split, Daily Split, or Intrahour Agent tables (or many other tables). CentreVu CMS can determine the exact database item only when it is identified with a table. NoteThe CentreVu CMS real-time database only allows whole numbers in queries. If you need a value to be a decimal (for example, 9.5), use whole numbers and division to arrive at the correct number (so, in order to have 9.5 in a query, you would use 19/2 as the query entry).
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-16 Calculations4A calculation is a combination of database items and arithmetic operators. You can also include constants in a calculation. The arithmetic operators are: Some examples of calculations are: dsplit.ACDCALLS/dsplit.ACDTIME hagent.AUXOUTTIME+hagent.ACWOUTTIME 100*((cagent.I_ACDTIME+cagent.I_ACWTIME)/ cagent.I_STAFFTIME) Arithmetic operations are generally performed in order from left to right. However, multiplication and division operations are performed before addition and subtraction operations, unless the addition or subtraction operations are enclosed in parentheses. Operations in parentheses are always performed first. If more than one set of parentheses is used, the operation in the set farthest to the left is performed first. If one set of parentheses is inside of another set, the operation of the inner set is performed first. Calculation names 4 A calculation name is a name, as defined in the Dictionary subsystem, that can substitute for the actual calculation. The calculation name can be a standard name (used in standard reports) or a name you define. You cannot append a table name to a calculation name. Therefore, you must specify a table name in the Table for calculations field. A calculation name normally reflects the purpose of the calculation. As a result, entering a name is an easier, more meaningful way to define data for a report field. More importantly, if you use a calculation name in many custom reports and later decide to change the calculation, you can simply make your changes once in the Dictionary subsystem. CentreVu CMS then applies those changes to every report that uses the calculation name. For example, if you use the standard calculation name , which represents the calculation +add - subtract * multiply /divide () perform first NoteCentreVu CMS differentiates between uppercase and lowercase letters in calculation names. Therefore, be sure you enter the desired calculation name exactly as it appears in the Dictionary subsystem.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-17 100*((I_ACDTIME+I_ACWTIME)/I_STAFFTIME), but do not want to include the ACWTIME in the calculation, then you can change the calculation in the Dictionary subsystem so that represents 100*(I_ACDTIME/I_STAFFTIME). Then, any report that uses the calculation name PERCENT_ACD_TIME reflects the new calculation. At times, using calculation names helps save space in the Select field so you can create more complex calculations. For example, if you wanted to know the average time agents spent on all extension calls (both incoming and outgoing), you might have to add the following calculation: (csplit.ACWINTIME + csplit.AUXINTIME + csplit. ACWOUTTIME + csplit.AUXOUTTIME) / (csplit.ACWINCALLS + csplit.AUXINCALLS + csplit.ACWOUTCALLS + csplit.AUXOUTCALLS) Unfortunately, the Select field is not long enough to enter the complete calculation. However, you could define in the Dictionary subsystem two separate calculation names for each half of the calculation. For: (csplit.ACWINTIME + csplit.AUXINTIME + csplit.ACWOUTTIME + csplit.AUXOUTTIME), you could enter, in the Dictionary subsystem, the calculation name: TIME_ON_NON-ACD_SUM with the assigned calculation (ACWINTIME + AUXINTIME + ACWOUTTIME + AUXOUTTIME). Likewise, for: csplit.ACWINCALLS + csplit.AUXINCALLS + csplit.ACWOUTCALLS + csplit.AUXOUTCALLS), you could enter the calculation name: NON-ACD_CALLS_SUM with the assigned calculation (ACWINCALLS + AUXINCALLS + ACWOUTCALLS + AUXOUTCALLS). As a result, you can enter the following calculation in the Select field: TIME_ON_NON-ACD_SUM/NON-ACD_CALLS_SUM CautionIf you change the calculation for a standard calculation name, the change affects any standard report, as well as any custom report, that uses that calculation name.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-18 Then, you can enter the table name csplit in the Table for calculation field. Aggregate Functions 4 An aggregate function is a prefix attached to a database item, a calculation, parts of a calculation, or a calculation name. When you define an aggregate function, you must place the database item or calculation in parentheses [as in, max(dsplit.ACDTIME/dsplit.ACDCALLS)]. An aggregate function can be one of four types. Each type retrieves a different value from the data. lmax The max aggregate function retrieves the highest value for a calculation or database item over the time frame of the report. For example, if the Intrahour Split table contained data as shown in Figure 4-6 and you entered max(hsplit.ACDCALLS) for a field in a report, then ran the report for Split 1 for all intervals on 07/02/93, CentreVu CMS would find all rows shown in bold. However, CentreVu CMS would display only the value 418 (shown in the box), which is the maximum ACD calls in any single interval on 07/02/93. Likewise, if you entered max(ACDTIME/ACDCALLS) for the field, CentreVu CMS would display the value 101.53 (which is the highest average talk time in any single interval on 07/02/93). CautionYou should not add table names to your custom calculations in the Dictionary subsystem. Doing so makes the assigned calculation name less flexible for use in custom reports. Also, if you append table names to the Dictionary calculation and then also assign a table name to the calculation name in the Field window, the report will fail. NoteIn real-time reports, fields with aggregate functions cannot share a set of row search conditions with nonaggregate fields. And for historical reports, special considerations exist when you assign the same row search conditions to both aggregate functions and other types of data expressions. See “Repeating Aggregate Function Values” in Chapter 6 of this manual.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-19 Figure 4-6: Sample Intrahour Split Table Data lmin The min aggregate function retrieves the lowest value for a calculation or database item over the time frame of the report. For example, using the previous example, if you entered min(hsplit.ACDCALLS) instead of max(hsplit.ACDCALLS) for the field and then ran the report for Split 1 for all intervals on 07/02/93, CentreVu CMS would display only the value 394 which is the smallest number of ACD calls in any single interval on 07/02/93. lsum The sum aggregate function retrieves the sum of all values for a calculation or database item over the time frame of the report. For example, if the Intrahour Split table contained data as shown in Figure 4-6 and you enter sum(hsplit.ACDCALLS) for a field in a report, then for Split 1 and all intervals on 07/02/93, CentreVuCMS would take the values for hsplit.ACDCALLS and add them up to display only the value 1611. Likewise, if you entered sum(hsplit.ABANDONED+hsplit.ACDCALLS) for the field, CentreVu CMS would display only the value 1774, which is the total of all ACD calls and abandons for Split 1 on 07/02/93. DATE STARTTIMESPLIT ACDCALLSABANDONSACDTIMEABNTIME 34 18 30 4114 34 4012 33 4613 20 3615 22 39 10 31 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . . .... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . . .... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . . .... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . ..... .. . . . . . . .. . .. . . . . .. . .. . . . . .. . .. . .. . . . . . 391 142 480 491 297 399 299 138 400 300 225 394 323 105 418 246 100 417 247 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 1000 1000 1100 1100 1100 0800 0800 0800 0900 0900 0900 1000 1000 1000 1100 1100 1100 0800 0800 070193 070193 070193 070193 070193 070293 070293 070293 070293 070293 070293 070293 070293 070293 070293 070293 070293 070393 070393 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1299 1340589 980 1256704 1188 1322367 1109 17452569 7616 1452402 549 789 203 603 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26308 37856 10281 21173 3481912115 40002 29881 15628 24303 3617811523 29602 3765112530 26789 333899786 19768 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-20 lavg The avg aggregate function retrieves the average of all values found over the time frame of the report. Using the sample table in Figure 4-6 , if you enter avg(ACDCALLS) for a field and run the report for Split 1 for all intervals on 07/02/95, the value 402.75, which is the average of 399, 400, 394, and 418, is displayed. count(*)4The count(*) expression tells CentreVu CMS to count the number of rows in a table that match certain row search conditions (as defined in the Row Search window). For example, if you want the number of agents in a split that had more than five extension-out calls, the Row Search window would have a row search statement like: Select rows where: SPLIT = 1 and (ACWOUTCALLS+AUXOUTCALLS) > 5 This statement means, “Find rows of data where the SPLIT value is 1 and total extension-out calls, for both ACW and AUX states, is greater than 5. Then, by entering count(*) in the Select: field, the report field would count the number of rows that match, and display the number in your report. Do not append a table name to the beginning of count(*). count(*) is always a number of matching rows and makes sense only if you want to track some specific measure of performance by ACD elements (for example, the number of agents currently logged into a split, the number of trunks that were occupied for more than 80% of the time, the number of VDNs that had over 30 abandoned calls in an intrahour interval). count(*) allows you to create fields that act as exception counts. Data from More Than One Table 4 A calculation can merge data from more than one table in a report field. For example, you may want the percentage of a splits ACD calls that an agent handled in a day. Thus, you can enter a calculation that merges data from the Daily Agent and Daily Split tables, as in the following example. dagent.ACDCALLS/dsplit.ACDCALLS When you merge data from two tables, you must define your row search conditions in a special way. See “Selecting Rows from More Than One Table ” in Chapter 6 of this manual. NoteYou cannot use calculation names for a field in which you merge data from two tables, and you cannot merge data in real-time reports.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-21 Step 3: Define the Table(s) for Calculation Names 4 Enter a table name in the Table for calculations field only if you entered a calculation name in the Select field. The table name tells CentreVu CMS in what table to look for the database items in the calculation. For example, look at the following entries: Select: AVG_POS_STAFF Table for calculation: hsplit These entries mean “Take the calculation defined in the Dictionary subsystem for , which is I_STAFFTIME/(INTERVAL*60), and apply the hsplit table name to the database items.” In effect, the two fields make the calculation hsplit.I_STAFFTIME/(hsplit.INTERVAL*60). Step 4: Justify Data in the Field 4 Select, from the Justification list, the way you want CentreVu CMS to line up data when the data appear in the field. Normally, numerical data is right-justified so that the right hand side lines up in a column. Names are normally left-justified so that the first character of each name is lined up. However, you may choose any of the three options for any type of data. NoteThe Table for calculations field is necessary because you cannot append a table name to a calculation name in the Select field.
Defining the Data for a Custom Report CentreVu CMS Custom Reports Defining Report Fields4-22 Step 5: Define the Field Format 4 Enter an x to select an item in the Field Format list. You must also complete the field associated with the list item. The format type and the format you specify in the associated field tell CentreVu CMS how to display the values it finds for the field. However, the format you select depends on the type of data CentreVu CMS will display. The format options are as follows: NumberSelect Number if the field will display a number of events, an average, or a percentage. You must also specify a number of decimal places for the field. Enter 0 if you do not need decimal places displayed. If the fields expression were ACDCALLS, you would select Number and enter 0 in the field. However, if the field expression were to generate an average, such as the average staffed positions per interval, I_STAFFTIME/(INTERVAL*60), you may want to include decimal places. When you run the report, the decimal point and the decimal places will use up spaces in the field. For example, if the field contains six spaces and you specify three decimal places for the field, then data will appear with two characters to the left and three characters to the right of the decimal point (for example, 12.344). DateSelect Date if the field expression is ROW_DATE. You must also specify a date format, with appropriate punctuation. You can select a single format or a combination of formats. The available formats are: Table 4-2: Date Formats for Report Fields mm= Numerical month (for example, 12 for December) MMM= Month represented by three letters (for example, APR for April). yy= Year as two digits (for example, 94). YYYY= Year as four digits (for example, 1994). dd= Numerical day of the month (for example, 31). jjj= Day of the year in the Julian calendar (for example, 151 for May 31). www= Day of the week as three letters (for example, THU).