Lucent Technologies Centrevu Report Designer Version 8 User Guide

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Viewing or Changing a Report’s Properties3-3
Viewing or Changing a Report’s Properties3
The Report Manager gives you the ability to view report properties, such 
as the report name, description, owner, type, folder, category, and scope 
(Everyone or Only Me), and the folder the report is stored in.
To view a report’s properties, complete the following steps:
1. Open the Report Selector window.
2. Select the report for which you want to view properties.
3. Click the Properties button.
The Properties window for the report appears as shown below:
From the Properties window, you can change the name, description, 
owner, and scope of a report.
4. To change the N
ame, Description, or Owner of a report, place the 
cursor in the appropriate field and make your edits. To change the 
scope, or who the Report is Available to, of a report, select either 
the Ev
eryone or Only Me radio button. When you are done making 
your changes, select the OK button to save the changes.
If you attempt to give a report the same name as an existing designer 
report, the Report Already Exists window displays. This window allows 
you to overwrite the existing report or to give the report you are saving a 
different name. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Copying a Report to the Designer Category3-4
Copying a Report to the Designer Category3
Using the Report Manager, you can copy a report from any category 
(Agent, Other, Queue/Agent, Split/Skill, Trunk/Trunk Group, VDN, Vector, 
Custom, or Designer) and folder (Real-Time, Historical, or Integrated) 
into the Designer category of any folder.
Reports that are created or edited using the Report Designer can only be 
accessed from the Supervisor interface to the CMS server. Therefore, if 
you edit a CMS Custom Report using the Report Designer, the changes 
to that report will not be available when the report is run from the Terminal 
Emulator or another terminal interface to the CMS.
To copy a report, complete the following steps:
1. Open the Report Selector window.
2. Select the report that you want to copy.
3. Click the C
opy button.
The Copy Report window appears. This window allows you to select 
where you are copying the report to (the Designer category, a PC 
file, or from a PC file to the CMS server).
4. Select the To Designer Category radio button.
5. Select the OK button.
The Copy Report To Designer Window displays, which is where you 
will define the name, description, folder, and scope of the report.  
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Copying a Report to the Designer Category3-5
To define the properties information for a copied report, complete 
the following steps:
6. Enter a name for your report in the N
ame field. The name can have 
up to 40 characters, including blanks. Because the name you give 
your report should be unique, you may want to look at existing report 
names before entering a name for your report.
7. Move the cursor to the D
escription field and enter a description of 
the report. The description can have up to 100 characters, including 
blanks. It is not required that you enter a report description.
Do not use the \ (backslash), ; (semicolon), ’ (grave accent), ~ 
(tilde), “ (double quote), | (pipe), * (asterisk), or ? (question mark) 
characters in your description of the report.
8. Move the cursor to the F
older field. Use the pull-down list to select 
Real-Time, Historical, or Integrated. The report will be stored in the 
Designer category of the folder you select here.
When you edit the report you will access the database for the folder 
you select here. If you select Real-Time, you will not be able to 
access the Historical database tables to define queries for the 
report. If you select Historical, you will not be able to access the 
Real-Time database tables to define queries for the report. However, 
if you select Integrated, you will be able to access both the Real-
Time and Historical databases to define queries for the report.
You must select the Historical or Integrated folder if you want to 
include the following:
lExceptions data
lAgent trace data
lCall record data.
9. Select the Ev
eryone radio button to make the report accessible to 
all CMS users who have the appropriate permissions, or select the 
Only M
e radio button to make the report accessible only to yourself
It is a good idea 
initially to make your reports available only to 
yourself until they have been debugged and run successfully. This 
prevents the possibility of other users running reports that you have 
saved but not yet tested.
Assigning “Everyone” access to the report allows other users to run 
the report and to copy the report to create new designer reports.
Assigning “Only Me” access to the report means that only you (and 
the CMS administrator(s)) can run the report. In addition, no other 
users, except for CMS administrators, can copy the report design for 
use in their own designer reports. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Copying a Report to the Designer Category3-6
No other CMS user other than a user with CMS administration 
permissions can modify a report design you create, regardless of 
whether the report is accessible by all or only by you. A user with 
CMS administration permissions always has the ability to modify 
your report design, even if you make it available only to yourself.
10. Select OK to save the report properties.
After you have copied the report to the Designer category, you can use 
the E
dit button to access the Report Designer and edit the report. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Copying a Designer Report to a File3-7
Copying a Designer Report to a File3
You can use the Report Manager Copy button to copy any designer 
report that you create to a file, either on diskette, on your hard drive, or on 
a network drive. You can use this feature to easily transport designer 
reports from one PC to another.
If a report was created by Lucent Technologies Professional Services, 
only a user with CMS services permissions can copy the report.
To copy a report, complete the following steps:
1. Open the Report Selector window.
2. Select the Designer Category
3. Select the designer report that you want to copy.
4. Click the Copy button.
The Copy Report window displays with the To a PC File option 
enabled. This window allows you to select where you are copying 
the report to (the Designer category, a PC file, or from a PC file to 
the CMS server).
5. Select the To a PC File radio button.
6. Select the OK button.
The Save Report to PC File window appears as shown below:
This window is a standard 
Windows* browse window. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Copying a Designer Report to a File3-8
7. Select the File name and Folder to which you want to save the 
report.
You can copy the report to any drive to which you have access, 
including the floppy (usually a:\) drive on your PC.
You can save the report to a network drive by selecting the Network 
button, which allows you to access the network drives that you have 
permissions for.
8. Select the OK button.
9. The file is saved and, upon successful completion of the save, a 
confirmation window displays.
*Windows is a registered trademark of Microsoft Corp. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Copying a Designer Report from a File3-9
Copying a Designer Report from a File3
You can use the Report Manager Copy button to copy any designer 
report that has been saved to a file (either on diskette or on a network 
drive) onto the CMS server. 
To copy a report from a file to the server, complete the following steps:
1. Open the Report Selector window.
2. Click the C
opy button.
The Copy Report window displays. This window allows you to select 
where you are copying the report to (the Designer category, a PC 
file, or from a PC file to the CMS server).
3. Select the From a P
C File to the CMS Server radio button.
4. Select the O
K button.
The Load Report From PC File window appears as shown below:
This window is a standard 
Windows browse window.
5. Select the file that you want to copy to the CMS server.
6. Select the O
K button.
7. The file is copied to the CMS server and, upon successful 
completion of the copy, a confirmation window displays. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Copying a Designer Report from a File3-10
If a report with the same name already exists on the CMS server, the 
following window appears as shown below:
Select the Overwrite the existing report radio button to replace the 
report that currently resides on the CMS server. Select the Save the 
report being copied as radio button and enter a new name for the report 
if you want to retain the version of the report that currently resides on the 
CMS server. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Deleting a Report from the Designer Category3-11
Deleting a Report from the Designer Category3
The Report Manager allows you to delete any report that resides in the 
Designer category except purchased reports form Professional Services. 
You cannot delete any of the standard CMS, CMS Custom, or standard 
Supervisor reports (reports that reside in the Agent, Other, Queue/Agent, 
Split/Skill, Trunk/Trunk Group, VDN, Vector, and Custom categories).
To delete a Designer report, complete the following steps:
1. Open the Report Selector window.
2. Select the Designer category under any tab.
3. Highlight the name of the report that you want to delete.
4. Click the Delete button.
5. A message confirming the delete displays. Select OK to delete the 
report or Cancel if you do not want to delete the report. 
						

							  Using the Report Manager CentreVu Report Designer Version 8 User Guide
Opening the Report Designer Using the Edit or New Button3-12
Opening the Report Designer Using the Edit or New 
Button
3
You can use the Report Manager to open the Report Designer by 
selecting a report from the Designer category and then clicking the Edit 
button, or by clicking the New button to create a new report. 
You can also access the Report Designer from a report output window. To 
do so, select Design from the Report menu on the report.
In addition to the above methods, you can open the Report Designer 
from the last page of Report Wizard.