Lucent Technologies Centrevu Report Designer Version 8 User Guide

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-13
Defining a 
Report Layout 
Section(s)
2
Defining a report layout section(s) consists of the following tasks:
lSelecting a data group 
lSelecting data items
lSelecting the chart or table format
lPreviewing the work already done on the report (optional).
Selecting a Data 
Group Page
2
The Select a Data Group page provides only those data groups specific 
to the type of report (real-time, integrated, or historical) you chose earlier 
and the current section (table or chart) being defined.  
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-14
The data groups available are placed in a tree view structure. There can 
be up to three levels of data, the last level containing the individual data 
groups. From this tree view structure, you will select an individual data 
group for the section you are defining. A description of the different levels 
is as follows:
lFirst Level—the highest classification level of data. For example, the 
highest classification levels of data for a real-time table are Agent, 
Split/Skills (multiple), Trunk Group, VDN(single), VDNs (multiple), 
and Vectors.
lSecond Level—a breakdown of the first classification levels of data. 
For example, the second levels of data for the Split/Skills (multiple) 
category are Multi-ACD, Top Agent Skills Information, Expected 
Wait Time at each priority, Number of Agents in AUX Work States, 
Performance, Type of Agents Staffed, and No Pre-selection. 
Individual data groups are contained under this level of data also.
lThird Level—a breakdown of the second classification levels of 
data. For example, the third level of data for the Split/Skills 
(multiple)|Top Agent Skills Information category is Top Agents 
Staffed and No Pre-selection. If there are three levels of data, the 
individual data groups will be listed under the third level. 
						

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Creating a New Report2-15
Categories of data and sub-categories of data can be expanded 
(represented with a “+” sign) and collapsed (represented with a “-” sign). 
By default, when the Select a Data Group page of the wizard appears, 
one category will be expanded with one data group selected. The default 
is based on the information (report type and report layout) which you 
provided to the wizard previously.
To choose a data group, do the following:
1. Expand the categories of data until you reach the individual data 
groups. (Individual data groups cannot be expanded, they are the 
lowest category of data.) At this point you have not yet selected the 
actual individual data group, you have just narrowed your selection 
of a specific category of data. The Next> button will be disabled until 
you select a data group—go to Step 2.
2. Under the first, second, or third level of data, click on the data group 
you want to use for the section you are defining. The data group is 
highlighted and the Next> button is enabled.
You are not required to preselect data for your report. Each category 
of data will include a category called No Pre-selection. If you choose 
the No Pre-selection option, no data items and calculations will be 
listed in the Selected Data Items list view on the Select Data Items 
page of the wizard.You will need to manually select the data items 
you want to use. See the “Selecting Data Items Page” section in this 
chapter for more information about the list views.
3. Select the Next> button to select the data items available for the 
data group you chose in Step 2. The Select Data Items page 
appears. Go to the next section, “Selecting Data Items Page,” in this 
chapter. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-16
Selecting Data 
Items Page
2
The Select Data Items page is where you finalize the actual data (data 
items and calculations) that will be displayed in your report. Data items 
are specific types of data stored in one of the CMS databases. 
The data group you chose earlier is used to populate the following list 
views in the Select Data Items page:
lAvailable Data Items list view—contains all the data items 
associated with the data group. This list allows you to add data 
items to the Selected Data Items list view.
lSelected Data Items list view—contains predefined database items 
and calculations from the Available Data Items list that will be used 
in your report. 
If you remove a calculation from the Available Data Items list, you 
will have to back up to the Select a Data Group page and reselect 
the data group to have the calculation appear in the list again.
If you chose the No Pre-selection data group, then the Selected Data 
Items list view will not be populated with preselected data; however, the 
Available Data Items list view will contain all the data items available for 
your report. To select the data items for your report, you need to manually 
add them (from the Available Data Items list view) to the Selected Data 
Items list view. At least one database item or calculation must be in the 
Selected Data Items list view before the wizard will let you proceed. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-17
Both list views contain the following three elements:
lIcon—if the data type is alphanumeric or has a graphical 
representation. Synonyms that are defined for data items are in 
parenthesis.
lItem Heading—default heading for the database item or calculation. 
The item heading is the heading used in standard CMS reports.
lData Item—database item or calculation (internal name).
From the Select Data Items page, you can do the following:
lFilter data group items that appears in the Available Data Items list 
view.
lSort data group items in the Item Heading or Database Items 
columns of the list views.
lAdd data group items to the Selected Data Items list view.
lAccess definitions for data group items.
lRemove data group items from the Selected Data Items list view.
lReposition (move up or down) data group items in the Selected Data 
Items list view.
lEdit item headings to create custom report headings.
Filtering Data Group 
Items
2
You can display data group items specific to the characters entered in the 
Display Data Group items that contain: text box. Any string you enter into 
this field will be compared against both columns of the Available Data 
Items list view. 
						

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To filter data group items, do the following:
lIn the Display Data Group items that contain text box, enter the 
characters of the data items that you want Report Wizard to display. 
For example, if you want to list only those data group items that 
contain the text “logonsk,” then you would need to enter “logonsk.”
lTo redisplay all data group items available to the data group, delete 
all text in the Display Data Group items that contain text box.
Report Wizard disables the Next> button whenever the “Display Data 
Group items that contain” text box has focus.
Sorting Data Group 
Items
2
You can sort the data group items by clicking on the Item Heading column 
or the Data Item column in the Available Data Items list view. All data 
group items will be sorted alphabetically. 
Adding Data Group 
Items to the Selected 
Data Items List View
2
You may want to add more data group items to your report than what is 
already preselected in the Selected Data Items list view. You can add any 
data group item(s) listed in the Available Data Items list view to the 
Selected Data Items list view by doing one of the following:
lDragging and dropping the selected data group item(s) onto the 
Selected Data Items list view. With this method, you can drop a data 
group item(s) anywhere on the list.
lClicking on the data group item(s), and then selecting the Add 
button. Report Wizard enables the Add button only when a data 
group item(s) is selected in the Available Data Items list view. With 
this method, a data group item(s) is added to the bottom of the list.
lDouble-clicking on the selected data group item(s) from the 
Available Data Items list view. With this method, a data group 
item(s) is added to the bottom of the list.
lClicking on the data group item(s) in the Available Data Items list 
view, and then pressing the ALT+right arrow key on your keyboard. 
With this method, a data item(s) is added to the bottom of the list. 
						

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Accessing Definitions 
for a Data Group Item
2
Report Wizard provides definitions for all the data group items listed in 
both list views. To see a definition for a specific data group item, do the 
following:
1. Click on the data group item for which you want a definition.
2. Select the Data Item Definition button located under the Available 
Data Items list view.
Report Wizard enables the Data Item Definition button only when you 
select a single data item or calculation.
Removing Data Group 
Items from the 
Selected Data Items 
List View
2
You may want to remove a data group item(s) that Report Wizard 
preselected for your report. You can remove any data group item(s) listed 
in the Selected Data Items list view by doing one of the following:
lDragging and dropping the selected data group item(s) onto the 
Available Data Items list view.
lClicking on the data group item(s), and then selecting the remove 
button. Report Wizard enables the remove button only when a data 
group item(s) is selected in the Selected Data Items list view. 
lDouble-clicking on the selected data group item(s) in the Selected 
Data Items list view.
lClicking on the data group item(s) in the Selected Data Items view 
list, and then pressing the ALT+left arrow key on your keyboard.
When you remove a data group item(s), ensuing data group items are 
shifted up accordingly.
If you remove all the data group items in the Selected Data Items view 
list, Report Wizard disables the Next> button, and you cannot move to 
the next page of the wizard. You must have one or more data group items 
listed in the Select Data Items list view. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-20
Repositioning (Moving 
Up or Down) Data 
Group Items in the 
Selected Data Items 
List View
2
Report Wizard allows you to reorganize the list of data group items in the 
Selected Data Items list view by moving them up or down. With this 
feature, you can dictate the order the database group items will appear in 
the report. You can reorganize data group items through the following 
methods:
lClicking on the data group item(s), and then selecting the up button 
to move data group item(s) up or by selecting the down button to 
move the data group item(s) down. Report Wizard enables the up 
and down button only when a data group item(s) is selected in the 
Selected Data Items list view. 
lClicking on the data group item(s) in the Selected Data Items view 
list, and then pressing the ALT+up arrow key to move data group 
item(s) up or pressing the ALT+down arrow key to move the data 
group item(s).
Editing Item Headings 
to Create Custom 
Report Headings
2
Report Wizard allows you to change the Item Heading of any data item in 
the Selected Data Items list view. You may want to change data item 
heading to a more meaningful name to use as your custom report 
heading. You can change the data item heading by clicking on the 
specific data item heading, and then selecting the Edit Item Heading 
button located below the Selected Data Items list view.
When you have finished selecting and manipulating database items for a 
specific section, the next task for that section is to define its appearance. 
Selecting the Next> button from the Select Data Items page will advance 
you to the correct page to format either the table or chart you are 
defining. If the section contains a table, go to the next section, “Selecting 
the Table Format,” in this chapter. If the section contains a chart, go to the 
“Selecting the Chart Format” section in this chapter. 
						

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Creating a New Report2-21
Selecting the 
Table Format
2
From the Select Table Format page in the wizard, you define the 
characteristics of your table layout. The default is a table in row order with 
grid lines.
The following types of table layouts are available to you:
lRow oriented table with grid lines
lRow oriented table without grid lines
lColumn oriented table with grid lines
lColumn oriented table without grid lines. 
						

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Creating a New Report2-22
Example of a row-
oriented report
2
Example of a Column 
Oriented Report
2