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Lucent Technologies Centrevu Report Designer Version 8 User Guide

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    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Creating a Custom Data Table18-19
    Step 3: Add Data 
    to the Table
    18
    To help you add data to the table, you must first create a data entry form 
    associated with your table. For more information about forms, see 
    “Creating Your Own Forms” in the 
    INFORMIX-SQL Relational Database 
    Management System User Guide
    . For more information about adding 
    data, see “Entering Data,” in the same document.
    2j.When you have added all 
    columns, press the   
    key until the Create Table 
    screen appears.®The Create Table 
    menu 
    appears.
    2k.Select Exit
    .®The Build-new-table 
    menu appears.
    2l.Select Build-new-
    table
    .®The Table 
    menu 
    reappears. If no errors are 
    found, then your table has 
    been added. If errors are 
    found, then you must go 
    back to the Alter Table 
    screen and correct these 
    errors. You must then repeat 
    steps 2k and 2l until the 
    Table 
    menu reappears.
    2m.Select Exit 
    to return to 
    the 
    INFORMIX Main Menu.®The 
    INFORMIX Main Menu 
    appears.
    Return
    3a.On the Main Menu, select 
    FORM
    .®The FORM 
    menu appears.
    3b.Select GENERATE
    .®The GENERATE FORM 
    screen appears.
    3c.Enter a name (up to ten 
    characters) for the form 
    associated with your table. 
    (If possible, use the same 
    name as the table you 
    created.) Press  .®The CHOOSE TABLE 
    screen appears.
    Return 
    						
    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Creating a Custom Data Table18-20
    3d.
    Enter the name of the table 
    you want to enter data for, 
    and press  .®The Table-selection-
    complete 
    menu appears.
    3e.Select Table-
    selection-complete
    .®The screen form 
    specification was 
    successfully compiled 
    appears when processing of 
    the form is complete, then 
    the FORM menu appears.
    3f.Select Run
    .®The RUN FORM 
    window 
    displays the table you 
    selected.
    3g.Press the   key. ®The PERFORM 
    menu 
    appears.
    3h.Select Add
    .®The cursor moves to the first 
    column in the table.
    3i.Enter data for the first 
    column of the table, and 
    press the   key. ®The cursor moves to the 
    next column.
    If you get an error message, you 
    may have entered data in the 
    wrong format.
    3j.Repeat Step 3i for each 
    column.
    3k.Press the   key to save 
    the row of data. ®
    Row added appears. The 
    row of data has been added 
    to the table and saved.
    3l.Repeat Steps 3h through 3k 
    for each row of data you 
    want to add.
    3m.Ty p e e 
    (for Exit) three 
    times to exit 
    INFORMIX.®The 
    UNIX prompt appears.
    3n.Press   . ®The CentreVu CMS 
    windows and menus that 
    were displayed before you 
    accessed 
    UNIX reappear.
    Return
    Return
    Return
    Esc
    CtrlB 
    						
    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Creating a Custom Data Table18-21
    To design a report that uses data from the table, you must also enter the 
    column names (database items) in the Dictionary: Database Item: 
    Custom Items window.
    CentreVu CMS does not automatically check the database for disk space 
    used by data in custom tables. As a result, you can inadvertently fill up 
    your disk with custom data. When this happens, you can lose or damage 
    custom data and ACD data. Therefore, if you create custom data tables, 
    be careful to regularly check the amount of disk space available. See the 
    CentreVu® CMS R3V8 Administration (585-210-910) document for more 
    information on disk storage. 
    						
    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Modifying a Table18-22
    Modifying a Table18
    Use the following steps to add, change, or delete columns in an existing 
    table.
    Adding a Column 
    to a Table
    18
    1.On the INFORMIX Main 
    Menu, select Table
    .®The Select Database 
    screen appears.
    2.Press the   key.®The TABLE 
    menu appears.
    3.Select Alter
    .®The ALTER TABLE 
    screen 
    appears. A list of existing 
    tables also appears.
    4.Enter the name of the table 
    you want to change, and 
    press . ®The ALTER TABLE 
    menu 
    appears.
    Return
    Return
    1.Select Add 
    to add a new 
    column.®The ADD NAME 
    screen 
    appears.
    2.Complete the fields for the 
    new column.
    3.Press the   key when you 
    have finished adding the 
    column(s), and go to Step 3 
    of “Deleting a Column.”®The ALTER TABLE menu 
    appears.
    Del 
    						
    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Modifying a Table18-23
    Changing a 
    Column
    18
    Deleting a 
    Column
    18
    1.Select Modify 
    to change 
    a column.®The MODIFY NAME 
    screen appears.
    2.Use the arrow keys to select 
    a field to change.
    3.Press the   key when you 
    have finished changing the 
    column(s), and go to Step 3 
    of “Deleting a Column
    ” in 
    this section.®
    The ALTER TABLE menu 
    appears.Del
    1.To delete a column, use the 
    arrow keys to move the 
    cursor to the column. Select 
    Drop
    .®The REMOVE 
    screen 
    appears.
    2.Select YES 
    to remove the 
    column.®The column disappears, and 
    the ALTER TABLE 
    menu 
    appears.
    3.At the ALTER TABLE 
    menu, select Exit 
    when 
    you are finished changing 
    the table.®The Build-new-table 
    menu appears.
    4.Select Build-new-table 
    to save your changes. 
    Select Discard-new-
    table 
    to ignore your 
    changes. 
    						
    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Modifying a Table18-24
    Changing Data in 
    a Table
    18
    Use the following steps to add, change, or delete data in an existing 
    table.
    Adding Rows of 
    Data to a Table
    18
    Changing Rows 
    of Data in a Table
    18
    1.On the INFORMIX Main 
    Menu, select Form
    .®The FORM menu appears.
    2.Select Run
    .®The RUN FORM screen and 
    a list of forms appear.
    3.Enter the name of a form, 
    and press  . ®The PERFORM menu 
    appears.
    Return
    1.Select Add 
    to add rows of 
    data.®The tables column fields 
    appear with the cursor in the 
    first field.
    2.Enter data in the fields. Use 
     or   to move 
    between fields.
    3.Press   when you have 
    added a row of data.®The 
    PERFORM 
    menu 
    reappears. The message
     
    Row added 
    also appears.
    ReturnTab
    Esc
    1.To change data in a row, 
    display the data you want to 
    change. 
    To do this, select Query
    .®The tables column fields 
    appear, with the cursor 
    resting in the first field.
    2.Enter data in a column you 
    want to search on, and 
    press .®The column fields fill with 
    data for that row.
    Esc 
    						
    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Modifying a Table18-25
    Deleting Rows of 
    Data From a 
    Ta b l e
    18
    3.Select Update
    , and press 
    the   key.®The 
    Update 
    screen 
    appears.
    4.Use the arrow keys to move 
    the cursor to the data you 
    want to change. Overtype 
    the data, and press  .®The 
    PERFORM 
    menu 
    reappears. The message 
    This row has been 
    changed 
    also appears.
    Return
    Esc
    1.To delete a row of data, 
    repeat Steps 1 and 2 of 
    “Changing Rows of Data in 
    a Table” in this section. 
    Press .®The 
    PERFORM 
    menu 
    reappears.
    2.Select Remove
    .®The 
    REMOVE ROW 
    screen appears.
    3.Select YES 
    to delete the 
    row.®The row of data disappears. 
    The message Row 
    deleted 
    appears.
    Esc 
    						
    							  SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide
    Modifying a Table18-26 
    						
    							  Using the Report Designer - Examples CentreVu Report Designer Version 8 User Guide
    General InformationA-1
    A  Using the Report Designer - Examples
    General Information0
    This appendix provides step-by-step instructions on creating a commonly 
    used report with Report Designer and step-by-step instructions on modifying 
    an existing report. 
    Creating a 
    Integrated 
    Report Using 
    the 
    Report 
    Designer
    0
    This example shows how an integrated report that displays agent states is 
    created using the Report Designer.
    Start the Report Designer:
    1. From the Lucent 
    CentreVu®  Supervisor’s toolbar, click on the Reports 
    button. The Select a Report window appears.
    2. Select the New button. The Design Mode window appears. You will 
    create your report from the Design Mode window.
    Define Inputs:
    3. From the Edit menu, select Inputs. The Edit Inputs (Select inputs for this 
    report.) window appears.
    4. From the Input Types: list, click on Split/Skill, and then select the Add 
    button. 
    5. Select the OK button.
    Create a Query:
    6. From the Edit menu, select Queries. The Query Assistant (Select an 
    existing query or add a new one.) window appears.
    7. Select the New button. The Query Assistant (Select a databox and one 
    or more tables for the queary.) window appears.
    8. In the Database frame, select the Integrated radio button.
    9. Under the Table Name column, click on the isplit
     table name, and 
    then select the Next button. The Query Assistant (Add the database 
    items and calculations for the SELECT portion of the query. This query 
    is based on the following table(s): isplit.) window appears.
    10. From the Database Items: list, select the following database items by 
    clicking on the item, and then selecting the Add button.
    lAbncalls
    lAcdcalls
    lAcdtime
    lServicelevel. 
    						
    							  Using the Report Designer - Examples CentreVu Report Designer Version 8 User Guide
    General InformationA-2
    11. Select the Next button. The Query Assistant (Enter the start time for 
    this integrated query.) window appears.
    12. Select the Input Start Time radio button, and then select the Next 
    button. The Query Assistant (Select the input used to indicate the 
    split for this query.) window appears.
    13. Select the Split/Skill input, and then select the Next button. The 
    Query Assistant (Enter a name for this query.) window appears.
    14. Name your query chart, and then select the Done button.
    15. Close the Query Select window. The Design Mode window appears.
    Save Report:
    16. From the Report menu, select Save As.
    17. Name your report  status, and then select the Only 
    Me radio button. 
    18. Select the OK button. Notice that your report is now displayed in the 
    Integrated Designer Category.
    Insert a Chart:
    19. From the Insert menu, select chart. The Chart Assistant (Select the 
    query and data items you wish to plot on the chart.) window 
    appears.
    20. From the Queries: drop-down list, select chart.
    21. Select the Add All>> button. All data are added to the Data on Chart 
    list.
    22. Select the Next button.
    23. Click on the 2D radio button.
    24. Select Bar Graph for your chart type, and then select the Next 
    button.
    25. Select (none) in the Available Data list, and then select the Done 
    button.
    26. Save your report. 
    Modify the 
    Integrated 
    Report Using the 
    Report Designer
    0
    This example shows how to modify an existing report using the Report 
    Designer. You will create a second query and add a table in the report 
    that you just created.
    Open Existing Report for Modification:
    1. From the Select a Report window, select the Integrated tab. 
    						
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