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Lucent Technologies Centrevu Report Designer Version 8 User Guide
Lucent Technologies Centrevu Report Designer Version 8 User Guide
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Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window6-5 Location ID A location ID can be assigned to either an agent or to a trunk equipment location. For an agent, the location ID is actually assigned to the agent’s terminal, and is associated with the DEFINITY® port network to which the terminal is assigned. Agent location IDs are available only for reports for agents who are currently logged in. Agent location ID is part of the Agent Site Tracking feature. Trunk location IDs are assigned to the trunk equipment location, and are associated with the DEFINITY port network location. Trunk equipment location ID is part of the Multi-Locations feature on DEFINITY. Location IDs are between 1 and 44 characters. Login IDA login ID of one to nine digits (as administered for System 75/Generic 1/Generic 3) or four digits (as administered for System 85/Generic 2). NumberA number, which may include digits to the right of the decimal point. This type applies if your variable field asks for specific values about ACD performance (for example, number of ACD calls or percent within service level). Split/SkillA split/skill number or name. StringA character string. Select this type only if one of the following is true: 1. Your variable field is linked to a custom database item that you identify in INFORMIX* as a CHAR column. 2. Your variable field is linked to a standard database item that is a CHAR column, AND you want to allow the user to do pattern searching when running the report. See the following section in this chapter, “Input Fields That Allow Pattern Matching.” For this type of input:The user must enter the following information:
Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window6-6 If you are defining a real-time report, you cannot and do not need to define an “Update Rate in Seconds” input field because the field is automatically included in the Report Input window. If you are defining a historical report, you cannot and do not need to define a “Report Destination” input field because the field is automatically included in the Report Input window.Time (duration)A number, including decimals, of seconds. This type applies only if your variable field asks for specific values regarding ACD performance (for example, time in AUX work, average speed of answer, or average talk time). Time (point in time)A specific time of day in hh:mm format, either as 24-hour time or with AM or PM appended. TrunkA trunk name or number. The Trunk input field can only be a single-value input for integrated reports. Trunk groupThe number or name of a trunk group. Trunk stateA trunk state name (standard name or new name as defined in the Dictionary subsystem). Standard names are IDLE, SEIZED, QUEUED, and so on. NOTE: If you use Trunk state as an input in an integrated report, the input must be used in a real-time query. It cannot be used in an integrated query. VDNA Vector Directory Number of one to five digits (as administered for System 75/Generic 1/Generic 3) or three to five digits (as administered for System 85/Generic 2) or a VDN name. The VDN input field can only be a single-value input for integrated reports. VectorA vector number or name. The Vector input field can only be a single-value input for integrated reports. *INFORMIX is a registered trademark of Informix Software, Inc. For this type of input:The user must enter the following information:
Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window6-7 If you are defining an integrated report, you cannot and do not need to define a “Start Time” input field because the field is automatically included in the Report Input window. Input Fields That Allow Pattern Matching 6 CMS can search for values in certain database items according to wild card search patterns. As a result, you can create a report that allows inputs based on character strings, plus either an asterisk (matches on blank and all characters) or a question mark (matches on any single character). CMS then includes data for all items that match the character strings the user entered. The standard database items that allow this type of searching are as follows: lVDN (the value is a VDN number) lEXTENSION (the value is an extension number) lLOGID (the value is an agent login ID) lEQLOC (the value is a 9-digit trunk location number) lCWC (the value is a call work code) lROW_DATE (the value is a date) In addition, any custom database items that you define as CHAR columns in INFORMIX also allow this type of searching. As an example of matching with an asterisk (*), if an input field were a String type and were associated with the LOGID database item, the user could enter 1* , and CMS would include data for all agents with login IDs that start with 1 (1, 10, 1238, 190, and so on, depending on the switchs administered login length). As an example of matching with a question mark (?), if an input field were a String type and were associated with the VDN database item, the user could enter 21?0 , and CMS would include data for all VDNs that start with 21, end with 0, and have any single character appearing between the 21 and the 0 (2100, 2110, 2120, 2130, and so on). If you select String for an input field, CMS does not check a users inputs in that field for appropriate read permissions or valid switch parameters. If you want CMS to check permissions for a VDN input field, you must select the VDN field type. If you want CMS to check switch parameters for a VDN, login ID, extension, or call work code input field, you must select that field type, not String . In addition, if you select String for a field, the user will not be able to enter Dictionary names. So, again, if you want to let the user enter VDN, login ID, or call work code names to run a report, you must select that specific field type, not String.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Deleting Input Fields from the Input Window6-8 Deleting Input Fields from the Input Window6 To delete one of the inputs you have added for a report input window, complete the following steps: If a field is used in a query, the input cannot be removed until the query is removed or modified to eliminate the reference to the input. 1. Select Inputs from the Edit menu 2. On the Inputs table, highlight the row of the item you want to delete by clicking on the left-hand (numbered) column of the row. 3. Select the R emove button.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Editing the Order of Input Fields6-9 Editing the Order of Input Fields6 You can change the order in which input fields appear on the report input window by completing the following steps: 1. Select Inputs from the Edit menu 2. Add the Input Types that will appear on the input window to the Inputs table. 3. Select the entire row of the input for which you want to change positions by clicking on the left-hand (numbered) column of the row. 4. Use the U p and Down buttons to move the entire row up or down one row at a time. 5. Using the Inputs list, you can edit the name of the prompt for each input field, control whether multiple values are allowed in the input field, and define the ACD with which the input will be associated. 6. When you are finished editing the order of the input fields, select OK.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Editing the Appearance of Input Fields6-10 Editing the Appearance of Input Fields6 Using the Inputs list, you can edit the name of the prompt for each input field, control whether multiple values are allowed in the input field, and define the ACD with which the input will be associated. When you add an item from the Input Types list to the Inputs list, the columns of the Inputs table are populated with the default values for that input item. The columns of the Inputs table are as follows: Column Function TypeThe Type column shows the input field name. You can use the pull-down list to the right of the column to change the input in a particular row to another type. Multi-valueSelect the Multi-Value check box if you want to allow users to enter multiple values in the input field.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Editing the Appearance of Input Fields6-11 Prompt The prompt column shows the text that will display on the report input window for this input field. You can edit the text for the prompt by selecting the cell in the table and then typing the text that you want to display. If you want to delete the existing prompt text, use the backspace key to erase the letters. You can enter a name with up to 30 characters long, including blank spaces. The prompt name should describe the information (what split/skill, what date, what time, and so on) a user must enter in the field when ordering the report. For example, if you want the user to enter a date, “Date” would be an appropriate prompt. However, if the user can enter more than one date in the field, “Dates” would be more appropriate. Associated ACDThe Associated ACD column lets you use the Current ACD or assign a specific ACD to be used for this input. The default for this column is Current ACD. If you want to allow the user to pick a specific ACD for the input field, use the pull-down list to the right of the column to select ACD. If the Associated ACD column is blank, the input cannot be associated with a specific ACD. Select Current ACD if either of the following conditions is true: lYou have only one ACD lYou always want the report to show data for the users current ACD. Select ACD if the people who will be running the report have read permissions for more than one ACD. Allowing the user to select the ACD for the input is most useful when you are creating a multi-ACD report. Default Va l u eYou can define a default value for most input fields. To do this, select the browse button to the right of the column. The available values for this type of input are displayed. Highlight one and select OK. If you select a default value, the user can change the value on the input window. Column Function
Edit | Inputs CentreVu Report Designer Version 8 User Guide Setting Up Inputs for a Multi-ACD Report6-12 Setting Up Inputs for a Multi-ACD Report6 Two types of multi-ACD reports are available: lMulti-ACD reports that show data for multiple splits/skills on multiple ACDs, and lMulti-ACD reports that show data for multiple VDNs on multiple ACDs. If you are creating a multi-ACD report, you need to make sure that you set up the inputs as detailed below so that the query for the report will work properly. The following instructions use the split/skill multi-ACD report inputs as the example. To create the inputs for a VDN multi-ACD report, use these same instructions, but use the VDN input instead of the Split/Skill input. The following instructions show you how to create the inputs for a multi- ACD report that allows inputs for up to four ACDs: 1. Select Inputs from the Edit menu. 2. Select ACD from the Input Types box. 3. Select the A dd button. 4. Repeat Steps 2 and 3 three times. The Inputs table will look like this: 5. Select Split/Skill on the Input Types box. 6. Select the A dd button.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Setting Up Inputs for a Multi-ACD Report6-13 7. Repeat Steps 5 and 6 three times. The Inputs table will look like this: 8. For the Split/Skill(2) prompt (line 6 of the Inputs table), use the Associated ACD drop-down list to select ACD(2) as the associated ACD. 9. For the Split/Skill(3) prompt (line 7 of the Inputs table), use the Associated ACD drop-down list to select ACD(3) as the associated ACD. 10. For the Split/Skill(4) prompt (line 8 of the Inputs table), use the Associated ACD drop-down list to select ACD(4) as the associated ACD.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Setting Up Inputs for a Multi-ACD Report6-14 The Inputs table looks like this: 11 . S e l e c t OK to save the inputs for this multi-ACD report.