Lucent Technologies Centrevu Report Designer Version 8 User Guide

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
About the Report Wizard2-3
General Report 
Wizard 
Functionality
2
The following list provides the general functionality of the Report Wizard:
lReport Wizard provides default choices in each task. Yo u  m a y  
change any of the defaults to choices that best meet your needs. 
Each time you use the Report Wizard to create a new report, the 
original default choices will be shown.
lReport Wizard can access all database items and standard 
calculations. Although you can access all database items and 
standard calculations, you cannot create new calculations or link 
fields together with math functions by way of the Report Wizard. 
However, Report Designer allows you to create new calculations 
and link fields together with math functions for reports which you 
create in the Report Wizard. 
lReport Wizard can create a report with charts and tables. With 
the Report Wizard you will be able to create a report that contains 
the following:
— one or two charts,
— one or two tables, or
— one chart and one table.
You will have to use the Report Designer to enter text or fields 
containing one data item.
lReport Wizard does not display queries and database table 
names used to generate a report. If you need to see this type of 
information, use Report Designer.
lReport Wizard provides access to database item definitions. 
While in the Select Data Items page of the Report Wizard, you will 
be able to click on a database item or calculation, and then select 
the Data Item Definition button to view the definition of the database 
item or calculation which you highlighted. Edit Item 
HeadingProvides a method for editing a database item heading.
Preview Captures a screen shot of your report as it is currently 
defined. Command Action 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
About the Report Wizard2-4
lReport Wizard does not allow editing of a completed report. 
Report Wizard is designed to create new reports only. However, you 
can edit a completed report in Report Designer.
lReport Wizard does not allow reentry. Report Wizard does not 
allow you to leave and then reenter to finish a partially completed 
report. A report created in Report Wizard must be completely 
defined before it can be saved. If you close Report Wizard before 
saving a report, the report is discarded. To make changes to a report 
created and saved in Report Wizard, use Report Designer. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Starting the Report Wizard2-5
Starting the Report Wizard2
Report Wizard can be accessed only when Report Designer is activated 
on the CMS server and when you have the appropriate permissions to 
access Report Designer.
There are two methods available to start the Report Wizard. These 
methods are as follows:
lToolbar button on the Controller
lReport Selector window.
Toolbar Button2If you have purchased the Report Designer feature, a toolbar button will 
be automatically added to the 
CentreVu Supervisor Controller window’s 
toolbar.
Selecting the Report Wizard toolbar button will initiate the Report Wizard 
feature. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Starting the Report Wizard2-6
Report Selector 
Window
2
To access the Report Wizard by way of the Report Selector window, do 
the following:
1. From the Commands menu (located on the 
CentreVu Supervisor 
Controller window), select the Reports... menu item. The Select a 
Report window appears as shown below:
2. Select the New button. The New Report dialog box, as shown 
below, will appear and ask you if you want to run the Report Wizard.
3. Select Yes to open the Report Wizard.
If you select No, Report Designer will open. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-7
Creating a New Report2
When you start the Report Wizard, the Report Wizard page appears. The 
Report Wizard page provides a list of the tasks involved in creating a new 
report.  
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-8
To begin the creation of a new report, select the Next> button. This will 
advance you to the Select a Report Type page of the wizard. The Select 
a Report Type page is the first page of the wizard. Go to the next section, 
“Selecting a Report Type Page,” in this chapter.
Selecting a 
Report Type 
Page
2
Selecting a report type is the first task in creating a new report. The report 
type determines whether the data in the report is real-time, integrated, or 
historical. For example, if you select a real-time report, you will not be 
able to specify historical data in the report. The following list provides 
information about each type of report:
lReal-Time—Reports that refresh in real time. 
Real-time reports are reports that display current ACD call activity 
on agents, splits/skills, trunks, trunk groups, vectors, and vector 
directory numbers (VDNs) for the current interval (15, 30, or 60 
minutes). Current intrahour interval real-time reports are periodically 
updated as data changes during the interval.
lIntegrated—Reports that refresh in real-time and show information 
that is accumulated from any point in time in the past 24 hours of 
ACD, agent, split/skill, trunk, trunk group, vector, and VDN activities. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-9
lHistorical—Reports that give information tabulated over a period of 
time. Historical reports display past ACD data for various agent, 
split/skill, trunk, trunk group, vector or VDN activities. You must 
select a historical report if you want to include the following data:
— Exceptions
— Call Work Code
— Agent Trace
—Call Record.
The default for report type is always Real-Time. 
To select a report type other than the default, do the following from the 
Select a Report Type page:
1. Click on the radio button to the left of the report type you want to 
use.
2. Select Next> to move to the next page of the wizard. The Select a 
Report Layout page appears. Go to the next section, “Selecting a 
Report Layout Page,” in this chapter. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-10
Selecting a 
Report Layout 
Page
2
Selecting a report layout is the second task in creating a new report. The 
layout determines how your data will be represented in the report. Report 
layouts are in the form of charts, tables, or both. Charts provide a 
graphical representation of data, and tables provide data in columns and 
rows. Each chart or table in the layout is referred to as a section. A report 
layout can contain one or two sections. See the following table for a 
description of the different types of report layouts available to you in the 
Report Wizard.
Each section of a report layout must be defined. Defining a section 
includes the following tasks:
lSelecting a data group (accomplished through the Select a Data 
Group page).
lSelecting data group items (accomplished through the Select Data 
Items page).
lSelecting a format for the chart or table in the section (accomplished 
through the Select the Chart Format page or on the Select the Table 
Format page).
lPreviewing the section (accomplished through the Preview page) 
Optional.
To select a report layout, do the following:
1. Click on the image that represents the layout you want for your new 
report. Text describing the selected layout will appear on the lower 
portion of the page under the Selected Layout field.
If you specified a report layout that contains one section (for 
example, a single table), go to Step 2 now.Charts Tables Combination
Single chart (one 
section)
—Default—Single table (one 
section)Table and chart side 
by side (two sections)
Two charts side by 
side (two sections)Two tables side by 
side (two sections)Chart and table side 
by side (two sections)
Two charts: one on 
top and one on 
bottom (two sections)Chart on top and 
table on bottom (two 
sections) 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-11
If you specified a report layout that contains more than one section 
(for example, one table and one chart), the Selection Layout page of 
the wizard appears as shown on page 11
. This page provides the 
following information:
lSection you are about to define—a section that appears to be 
pressed with an arrow pointing to it.
lSection you have not defined—a section that appears not to be 
pressed, without an arrow.
Report Wizard will guide you through each task for defining a 
section. When one section is defined, the Report Wizard will bring 
you back to the Current Selection page to help you define another 
section. Report Wizard will continue this cycle until you have defined 
all sections. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-12
If you specified a report layout that contains one section, the 
Selection Layout page will not appear. Instead, the Select a Data 
Group page will appear as shown on page 12
.
2. Select Next> to begin defining the report layout section(s). The 
Select a Data Group page appears as shown below. Go to the next 
section, “Defining a Report Layout Section(s),” in this chapter.
To redefine a previous section, select the