Lucent Technologies Centrevu Supervisor Version 8 Guide

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-13
DesignIf you have purchased the Report Designer software and your 
CMS User ID is authorized to use the Report Designer, you can 
access the Report Designer Design Mode window from any report 
using this menu item.
When you select D
esign from the Report menu, the report that is 
currently running remains visible, but you are placed in the 
Design Mode, where you can edit the report. 
The Design menu item will be grayed out if you are currently 
running a drill-down report.
NOTE:
For more information on the Design Mode, see the CentreVu® 
Report Designer Version 8 User Guide (585-210-930). 
S
aveSaves the report that you edited.
Save A
sSaves the report that you edited under a different file name.
Save as 
H
TML...Displays the Save as HTML window, which lets you save a 
snapshot of the report output as an HTML file. Selecting the 
S
cript button in this window displays the Save as Script dialog 
box, which lets you create a script to run the specified report and 
save the output as an HTML file.
NOTE:
For more information on the Save as HTML feature, see 
Appendix A, “Saving as HTML.” Menu Item Action 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-14
Script...Displays the Save as Script dialog box, which enables you to 
create a script to run a specified report on schedule and display it 
on your PC. The script can be interactive or automatic, as follows:
lInteractive—the script runs in the current Supervisor session 
and the actions display on the PC. You can input requested 
information while the script is running.
lAutomatic—the script launches a new Supervisor session that 
logs into CMS and runs the requested tasks in the background. 
Actions do not display on the PC.
The scripts will require a customer-provided scheduler to be run 
at a later time.
Ex
itCloses the active report output window. The location of the report 
output window is saved when the report is exited, and that is 
where the report will display the next time you run it. Menu Item Action 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-15
Edit7
The Edit menu has the following standard Microsoft Windows* editing options.
Menu Item Action
C
opyThe image of the currently selected chart is copied to the 
clipboard in Windows metafile format. Then you can paste the 
chart picture into most Windows applications, such as a word 
processor. You can also access C
opy from the right mouse 
button pop-up menu. 
See “
Copying Chart Reports” on page 7-50 for more 
information.
Export Ch
art 
Data...The Data Export Options window allows you to export the data 
in the currently selected chart. If the report is a real-time 
report, only one refresh of the data is exported. If there is more 
than one chart on this report, this option will be grayed out 
until you select a chart.
You can also access the Data Export Options window from the 
right mouse button pop-up menu. 
For more information, see “
Exporting Report Data” on page 
7-47. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-16
*Microsoft Windows is a trademark of Microsoft Corp.Export Table
 
Data...The Data Export Options window allows you to export the 
table data in the report. If the report is a real-time report, only 
one refresh of the data will be exported. If there is more than 
one table on the report, this option will be grayed out until you 
select a table. 
You can also access the Data Export Options window from the 
right mouse button pop-up menu.
For more information, see “
Exporting Report Data” on page 
7-47.
Export A
ll 
Data...The Data Export Options window allows you to export all data 
in the report. You will also be allowed to include labels and 
headers in the data that are exported. If the report is a real-time 
report, only one refresh of the data will be exported. 
You can also access the Data Export Options window from the 
right mouse button pop-up menu.
For more information, see “
Exporting Report Data” on page 
7-47. Menu Item Action 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-17
Format7
The Format menu contains the following actions for modifying the display 
format of the currently selected object. If one (or more) of the actions does not 
apply to the selected object, it will be grayed out.
Menu Item Action
Ch
art...Allows you to format a chart. You can also access the 
Format Chart window from the right mouse button pop-up 
menu.
T
able...Allows you to format a table. You can also access the 
Format Table window from the right mouse button pop-up 
menu.
S
ort by...Allows you to sort the table by several parameters specific 
to the information in the selected table. You can also access 
the Sort by window from the right mouse button pop-up 
menu. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-18
Tools7
The Tools menu contains the following additional actions that affect the 
currently selected object. You can also access the Tools actions from the right 
mouse button pop-up menu.
Menu Item Action
Available 
Drill-Down 
ReportsIf you are running a report that allows you to access one or 
more drill-down reports, the available drill-down reports 
will be accessible from the T
ools menu. For information on 
drill-down reports, see the appropriate chapter in the 
CentreVu
® Supervisor Version 8 Reports (585-210-929) 
document. 
T
hreshold 
Settings...Opens a window that allows you to view or modify 
threshold highlight settings. Threshold highlight settings 
apply only to some real-time data items in real-time and 
integrated reports. For information on setting threshold 
highlights, see “
Setting Report Threshold Highlights” in 
this chapter. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-19
Change 
A
gent 
Splits/SkillsIf the current ACD supports Expert Agent Selection (EAS), 
this menu item reads Change Agent Skills; otherwise, it 
reads Change Agent S
plits.
This menu item is enabled only when the selected table cell 
in a report is an agent name or agent login ID; otherwise, it 
is disabled. If you do not have write permission for Agent 
Administration, then this menu item is not shown.
This action opens the Change Agent Skills window (EAS) 
or Change Agent Split Assignments window (non-EAS) for 
the selected agent. You can then modify the split/skill 
assignments for the agent.
For information on changing agent splits/skills, see the 
appropriate chapter in the CentreVu
® CMS R3V8 
Administration (585-210-910) document. Menu Item Action 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Menu Bar7-20
Options7
The Options menu contains the following actions that affect the basic display 
of the report.
Menu Item Action
T
hresholdsTurns threshold highlighting on or off for this real-time 
report.
When threshold highlighting is on (there is a check by the 
menu item), the report shows the colors (icons if the 
report is minimized) specified in the Threshold Settings 
window.
When threshold highlighting is off (there is no check by 
the menu item), the report shows none of the threshold 
highlights (or icons if the report is minimized).
S
tatus BarShows or hides the status bar. 
When the status bar is hidden, the window remains the 
same size but the contents are resized to fill the window. 
You would choose this to get a larger viewing area for the 
report.
When the status bar is made visible, the window remains 
the same size but the contents are resized to fill the 
smaller window area.
The status bar setting is saved in the report view.
R
estore 
Original ViewRestores the Report View to the original settings. All 
changes made to the format of this report are discarded. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Layouts7-21
Report Layouts7
There are two types of report layouts in Supervisor:
lTa b l e s—the Supervisor presentation of standard CMS reports
lCharts — the Supervisor presentation of graphical reports.
A report can consist of only a table/tables, only a chart/charts, or a combination 
of tables and charts.
In addition to the tables and charts that make up the main body of reports, 
reports can include text and field names that are followed by single data items. 
Text and data fields are used on both table and chart reports.
The following sections describe each type of report layout. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Report Layouts7-22
Ta b l e s7
Most standard CMS reports (reports that are not prefaced by “Graphical”) are 
displayed in tables. The information on a standard report window is organized 
as follows:
Standard real-time reports can be sorted. See “
Formatting Table Reports” on 
page 7-24 for more information.
4
1. Menu Bar
2. Headings
3. Table
4. Columns
5. Current ACD2
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