Lucent Technologies Centrevu Report Designer Version 8 User Guide

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-23
To choose a format for your table, do the following:
1. Select the Fill Table by Row radio button if you want your report to 
have a row format, or select the Fill Table by Column radio button if 
you want your report to have a column format.
2. Select the Display Grid Lines check box if you want grid lines to 
separate the data on your report.
3. Select Next> to advance to the next page of the wizard. The Preview 
page appears. Go to the next section, “Previewing the Report,” on 
page 25
 in this chapter.
Selecting the Chart 
Format
2
From the Select Chart Format page in the wizard, you define the format 
of your chart. The default is a vertical 2D bar chart that displays the data 
by value. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-24
The following chart formats are available to you:
To format your chart, do the following:
1. Select the Show Value radio button if you want to display your data 
as a numeric value, or click on the Show Percentage radio button if 
you want to display your data as a percentage.
2. Select the Display Legend check box if you want to display a legend 
on your report. The legend is a description of the data items 
contained in the chart and is displayed in the right corner of the 
chart. 2D Vertical Bar 
Chart3D Horizontal Bar 
Chart2D Stacked Area 
Bar Chart
2D Horizontal Bar 
Chart3D Vertical Stacked 
Bar Chart2D Pie Bar Chart
2D Vertical Stacked 
Bar Chart3D Horizontal 
Stacked Bar Chart3D Vertical Bar 
Chart
2D Horizontal 
Stacked Bar Chart3D Line Chart 3D Pie Chart
2D Line Bar Chart 3D Stacked Area 
Chart3D Vertical Cluster 
Bar Chart 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-25
3. Select the Display Data Labels check box if you want to show the 
data labels on your report. Report Wizard will display the data labels 
as either values or percentages (depending on what you have 
chosen in Step 1) and will be displayed above point.
4. Select the Use First data item as chart title check box if you want to 
use the first data item as your title.
5. Click on the graphic that best represents the chart format you want 
to use for your report.
6. Select the Next> button to advance to the next page of the wizard. 
The Preview page appears. Go to the next section, “Previewing the 
Report,” in this chapter.
Previewing the 
Report
2
The Preview page of the wizard allows you to preview what you have 
defined for your report, exit the preview, and then either use the  button to advance to 
the next page of the wizard. A previewed version of a report contains real 
data for each completed section; however, if the report is designated as 
real-time then there will be no refresh of data. The only option while in a 
previewed version of a report is to exit the preview
Two-Section Report2When you preview the first section of the report, you will be prompted to 
provide input values for that section. When you preview the second 
section of the report, you will again be asked to provide input values; 
however, you are now asked to provide input values for both sections. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-26
Previewing the Report2To preview your report, click on the Preview button. Report Wizard will 
display everything you have defined for your report up to this point. 
Exiting the Preview of 
the Report
2
To exit the previewed version of your report section, click the Exit button 
or the Close button in the title bar. When you exit the previewed version 
of your report section, Report Wizard returns you to the Preview page.
Backing Up to 
Previous Page
2
While still in the Preview page of the wizard you can modify your report 
section by selecting the  button to 
advance to the next page of the report wizard (go to the “Defining a 
Report Layout Section[s] on page 13
 in this chapter for information on 
defining report layouts).
If you have defined all report sections then Report Wizard will display the 
Change Input Captions page. Go to the next section, “Changing Input 
Captions,” in this chapter.
Changing Input 
Captions
2
When you are finished defining all report sections, the Change Input 
Captions page appears. This page of the wizard allows you to change the 
input captions that will appear in the Report Input window for your new 
report. 
The number of entries displayed in the Change Input Captions page will 
depend on the data group you assigned to each section of your report. 
From this page, you can change only the input captions and not the 
inputs that will appear in your report.
To change the input caption(s), do the following:
1. Highlight the input caption you want to change.
2. Type the new input caption.
3. Repeat Steps 1 and 2 for each input caption you want to change. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-27
4. Select the Next> button to advance to the next page. The Save 
Report page appears. Go to the next section, “Saving the Report,” in 
this chapter.
Saving the 
Report
2
From this page, you determine whether you want to save your newly 
defined report and whether your report will be available to everyone or 
just yourself. Your report will be saved when you enter a report name and 
select the Next> button. The report type and data group selections you 
made for your report will determine the category your report will be saved 
under (for example, Real-Time). You are not required to save your report 
at this time. If you do not save your report in the Save Report page, 
Report Wizard will still allow you to advance to the next page (the Finish 
page).  
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-28
To save your report, do the following:
1. Enter the name of your report in the Report Name text box. When 
entering a name to save your new designer category report (global 
or private), you will be presented with one of the following three 
scenarios:
lThere is no existing designer category report with the name 
you have selected for your new report. In this case, Report 
Wizard will save the report with the name you have selected.
lThere is an existing designer category report with the same 
name that you have selected for your new report; however, you 
are the owner of this report. In this case, you will get a 
message warning you that you are about to overwrite an 
existing report. You can either overwrite the existing report or 
select a different name for your new report.
lThere is an existing designer category report with the same 
name that you have selected for your new report; however, you 
are not
 the owner of this report. In this case, you will get a 
message stating that you cannot overwrite the existing report. 
You will have to select a different name for your new report.
If you do not enter a report name your report will not be saved 
when you advance to the Finish page of the wizard. Neglecting 
to save your report in either the Save Report page or the Finish 
page will discard your report.
2. If you want your report to be available to everyone, click on the 
Everyone radio button. If you want your report to be available only to 
you, click on the Only Me radio button. The following provides 
information about each choice:
lEveryone radio button (default)—provides global access to the 
report. By selecting the Everyone radio button, you give other 
users the following capabilities:
— Other users can run the report
— Other users can copy the report design when designing 
their own custom report in Report Designer.
The CMS user permission structure is still applicable.
lOnly Me radio button—only you and the CentreVu CMS 
administrator(s) can run the report. In addition, no other users, 
except for 
CentreVu CMS administrator(s), can copy or run the 
report design for use in their own custom reports. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-29
3. Select the Next> button to advance to the next page. The Finish 
page appears. Go to the next section, “Finishing the Report,” in this 
chapter.
Finishing the 
Report
2
When all the required tasks are completed to create a report, you will 
have to determine whether you want to run the report, edit the report 
through Report Designer, or exit without doing anything (enabled for 
saved report only).
Running the 
Report
2
When you run your report from the Finish page of the Report Wizard, it 
will be run with the appropriate inputs, will access the CMS database, 
and will produce real data. You will be running a live report.
If you run an unsaved report you will be prompted to save the report upon 
its completion. The report will be saved as a Report Designer report and 
placed in the appropriate folder (real-time, historical, or integrated). If you 
elect not to save your report, you can press the Exit button, and the 
report will close, or you can select the Return button to return to the 
running report. 
						

							  Using the Report Wizard CentreVu Report Designer Version 8 User Guide
Creating a New Report2-30
To run your report, do the following:
1. From the Run Report for ACD combo box, select the ACD.
2. Click on the Run Report radio button, and then select the Finish 
button.
Editing Your Report2When you choose to edit your report from the Finish page of the Report 
Wizard, the Report Designer starts. All edits to your report are now done 
through the Report Designer. You can also edit your report using the 
Report Wizard by selecting the 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Introduction3-1
3  Using the Report Manager
Introduction3
This chapter teaches you how to use the report manager feature of the 
Supervisor application. The sections of the chapter are as follows:
lAbout Report Manager
lViewing Report Properties
lCopying a Report to the Designer Category
lCopying a Designer Report to a File
lCopying a Designer Report from a File
lDeleting a Report from the Custom or Designer Category
lStarting the Report Designer using the New or the Edit Button. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
About the Report Manager3-2
About the Report Manager3
The report manager is the feature of the Supervisor application that 
allows you to view report properties, copy reports, and access the Report 
Designer to edit reports or create new reports.
The report manager is incorporated into the Reports Selector window, as 
shown below:
You can use the P
roperties, Copy, and Edit buttons on the Report 
Selector window to manage the standard CMS and Supervisor reports, 
and to Copy reports to the Designer category for editing. You can use the 
N
ew button to create a new Designer report from scratch. You can use 
the D
elete button to delete reports from the Designer category (standard 
CMS, CMS Custom, and standard Supervisor reports cannot be deleted).
For information on using the Add Bookmark button, see the CentreVu® 
CMS R3V8 Administration (585-210-910) document
NOTE: