Lucent Technologies Centrevu Report Designer Version 8 User Guide

							  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Steps Required to Create a New Report4-11
Steps Required to Create a New Report4
The following table lists 10 tasks you need to complete to create a 
custom report. If you consistently do all of these tasks for each report you 
create, then your reports will run properly and you will be able to create 
them efficiently. 
Things you should know before creating a new report:
lIf you are customizing the Historical Call Record Report with 
CentreVu Report Designer, the Disposition report field will display 
the numerical values for DISPOSITION, and not the state names. 
See the 
CentreVu® CMS R3V8 Database Items and Calculations 
document (585-210-939) for more information. 
lWith the addition of the split/skill I_OL1TIME and I_OL2 TIME 
database items, row data will be archived for those items if the skill 
row spent any time in overload 1 or overload 2. If the row (skill) 
spent all of its time in the normal state, and has no other reason to 
be archived (that is, no agent staffed time, no calls handled, and so 
on), then it will not be archived. When creating a report through 
CentreVu Report Designer, data should be summed across intervals 
in order to see meaningful data.
Step Action
1. Access the Report Designer in Design Mode (Chapter 3)
Access the Report Designer so that you can design the report.
2. Define the Inputs for the Report Input Window (Chapter 6)
Define inputs for the report input window so that users can run 
the report using parameters they choose (that is, what split, 
agent, time, date, and so on).
Inputs can also be defined while you are creating a query. To do 
so, select the Inputs button on the WHERE clause window.
3. Define the Queries for the Report (Chapter 7)
Define report type and rows of data from specific CMS 
database tables will supply data for the grids and charts on the 
report.
4. Insert Charts, Tables, and Fields on the Report (Chapters 8, 
9, and 10)
Define what data from the queries should appear in each chart, 
field, or table on the report. 
						

							  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Steps Required to Create a New Report4-12
5. Enter Report Text (Chapter 15) (optional)
Enter text to provide headings for the grids and charts on the 
report, and to provide additional information, such as the report 
name.
6. Define Fields to Show Run Time/Date and User Inputs 
(Chapter 9) (optional)
Define fields on the report to show when the report was run and 
what items the report covers (as defined in the report input 
window).
7. Edit the Appearance of the Report (Chapter 5)
Edit a report design using the Cut
, Copy, and Paste Edit menu 
options and standard 
Windows drag-and-drop conventions. 
Editing an existing report design lets you rearrange and delete 
sections of the report quickly and easily. 
8. Save the Report Design (Chapter 3)
Save the report you have been working on prior to testing the 
report.
9.Define a Report’s Properties (Chapter 4)
Define the 
name that you use both to run the report and to 
access the report design if you want to change the design. 
Define access to determine whether other users can run the 
report and copy the report’s design to create their own custom 
reports. Define the 
type as real-time, historical, or integrated.
10. Test (Run) the Report Design (Chapter 3)
Test your report immediately after designing and saving it. 
Testing helps eliminate wasted time in running a report whose 
design is incomplete. 
						

							  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Steps Required to Edit an Existing Report4-13
Steps Required to Edit an Existing Report4
The following table lists 11 tasks you need to complete to edit an exiting 
report in the Report Designer. If you consistently do all of these tasks for 
each report you want to edit, then your reports will run properly and you 
will be able to create them efficiently. The tasks are as follows:
Step Action
1. Copy an Existing Report to the Designer Category 
(Chapter 4)
Copy an existing report so that you start the design process 
with existing report headings, data fields, queries, charts, 
grids, and other report features. When you copy a report to the 
Designer category, the original report remains intact and is still 
located in the original report category.
You can also run a report and then select Design from the 
Report menu. This takes you directly into design mode, and 
you will be asked if you want to save the report (with a new 
name, in the Designer category) when you exit design mode.
2.Define a Report’s Properties (Chapter 4)
Define the 
name that you use both to run the report and to 
access the report design if you want to change the design. 
Define access to determine whether other users can run the 
report and copy the report’s design to create their own custom 
reports. Define the 
type as real-time, historical, or integrated. 
When you copy a report to the Designer category using the 
Report Manager, the Properties window automatically displays 
as part of the copy process. 
3. Access the Report Designer in Design Mode (Chapter 3)
Access the Report Designer so that you can design the report.
4. Edit the Appearance of the Report (Chapter 5) (optional)
Edit a report design using the Cut
, Copy, and Paste Edit 
menu options and standard 
Windows drag-and-drop 
conventions. Editing an existing report design lets you 
rearrange and delete sections of the report quickly and easily.  
						

							  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Steps Required to Edit an Existing Report4-14
5. Define Inputs for the Report Input Window (Chapter 6)
(optional)
Define inputs for the report input window so that users can run 
the report using parameters they choose (that is, what split, 
agent, time, date, and so on). If you copy a report design, the 
definition of that report’s input window is copied. You can then 
modify the input fields as required.
Inputs can also be defined while you are creating a query. To do so, select 
the Inputs button on the WHERE clause window.
6. Define the Queries for the Report (Chapter 7) (optional)
Define which rows of data from specific CMS database tables 
will supply data for the grids and charts on the report. If you 
copy a report design, the definitions of that report’s queries are 
copied. You can then modify the queries, as required.
7. Insert Charts, Tables, and Fields on the Report (Chapters 
8, 9, and 10) (optional)
Define what data from the queries should appear in each 
chart, field, or table on the report. If you copy a report design, 
the definitions of that report’s charts, fields, and tables are 
copied. You can then modify the data as required.
8. Enter Report Text (Chapter 11) (optional)
Enter text to provide headings for the tables and charts on the 
report, and to provide additional information, such as the 
report name. If you copy a report design the text of that report 
is copied. You can then modify the text, as desired.
9. Define Fields to Show Run Time/Date and User Inputs 
(Chapter 9) (optional)
Define fields on the report to show when the report was run 
and what items the report covers (as defined in the report input 
window). If you copy a report design these fields are copied. 
You can modify them as required.
10. Save the Report Design (Chapter 3)
Save the report you have been working on prior to testing the 
report.
11. Test (Run) the Report Design (Chapter 3)
Test your report immediately after designing and saving it. 
Testing helps eliminate wasted time in running a report whose 
design is incomplete. 
						

							  Design Mode Basics CentreVu Report Designer Version 8 User Guide
Introduction5-1
5  Design Mode Basics
Introduction5
This chapter teaches you to how to use the basic Windows* features of the 
Report Designer Design Mode window, including:
lCopying an Item and Pasting the Item Into the Same Report
lCopying an Item from One Report and Pasting the Item Into Another 
Report
lCutting an Item from the Report
lDeleting an Item from the Report
lUsing Drag-and-Drop to Arrange Items on the Report
lResizing an Item on the Report
lSelecting Multiple Items on the Report
lChanging the Width of a Column in a Table
lChanging Column Headings
lAligning Fields
lScale to Page.
*Windows is a registered trademark of Microsoft Corp. 
						

							  Design Mode Basics CentreVu Report Designer Version 8 User Guide
Copying an Item and Pasting the Item Into the Same Report5-2
Copying an Item and Pasting the Item Into the Same 
Report
5
You can copy an item in one report and paste the copy into the same 
report. To do so, complete the following steps:
1. Open the report from which you want to copy.
2. Select the item(s) that you want to copy.
3. Select C
opy from the Edit menu, or press CTRL+C.
4. Select P
aste from the Edit menu, or press CTRL+V.
The item(s) is placed in the upper left-hand corner of the Design Mode 
window. 
						

							  Design Mode Basics CentreVu Report Designer Version 8 User Guide
Copying an Item from One Report and Pasting the Item Into Another Report5-3
Copying an Item from One Report and Pasting the Item 
Into Another Report
5
You can copy items from one report to another report. To do so, complete 
the following steps:
1. Open the report from which you want to copy.
2. Select the items that you want to copy.
3. Select C
opy from the Edit menu, or press CTRL+C.
4. Open the report to which you want to copy.
5. Select P
aste from the Edit menu, or press CTRL+V.
Note that both reports must be open in design mode in order to 
copy from one report to another report.
If you want to copy an item from a report that is not a Designer report, 
complete the following steps:
1. Run the report.
2. Select Design from the Report menu.
3. Copy the item to the clipboard (using the steps above).
4. Select Run from the Report menu.
As long as you do not make any changes to the report, you will 
automatically be returned to the run mode. If you inadvertently make 
changes to the report, a message displays that gives you the option to 
save the changes. Select No if you do not want to save the changes. 
						

							  Design Mode Basics CentreVu Report Designer Version 8 User Guide
Cutting an Item from the Report5-4
Cutting an Item from the Report5
Selecting Cut removes the currently selected item from the report and 
places it on the 
Windows clipboard.
To cut an item from a report and place the information on the 
Windows 
clipboard, complete these steps:
1. Select the item by placing your mouse cursor on the item and 
clicking.
2. Select Cut
 from the Edit menu, or press CTRL+X. 
						

							  Design Mode Basics CentreVu Report Designer Version 8 User Guide
Deleting an Item from the Report5-5
Deleting an Item from the Report5
Selecting Delete permanently removes the currently selected item(s) 
from the report.
To delete an item from a report, complete the following steps:
1. Select the item by placing your mouse cursor on the item and 
clicking.
2. Select D
elete from the Edit menu, or press the DELETE key.
The item is removed from the report and is 
no longer available to be 
pasted on the report. If you accidentally delete an item that you would like 
to keep on the report, you can select Undo from the Edit menu (if you 
haven’t done anything else). If you do not immediately realize that you 
inadvertently deleted an item, you can use the Insert menu to recreate 
the item. 
						

							  Design Mode Basics CentreVu Report Designer Version 8 User Guide
Using Drag-and-Drop to Arrange Items on the Report5-6
Using Drag-and-Drop to Arrange Items on the Report5
You can move one or more items around on a report using the Windows 
drag-and-drop method. To do this, complete these steps:
1. Select an item(s) by pointing the mouse cursor at the item and 
clicking one time.
You can select additional items by holding down the CTRL key and 
clicking the mouse cursor on the items.
You will know when an item is selected because there will be either 
a frame around the item or sizing handles will display on the corners 
of the item.
2. Hold down the left mouse button.
3. Move the mouse cursor to the position in which you would like the 
item to reside.
4. Let go of the mouse button.