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Lucent Technologies CentreVu Supervisor Version 8 Reports Guide
Lucent Technologies CentreVu Supervisor Version 8 Reports Guide
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Introduction CentreVu® Supervisor Version 8 Reports Overview1-5 Interactions with switch featuresSee the CentreVu® Call Management System R3V8 Database Items and Calculations (585-210-939) document or the CentreVu Call Management System R3V8 Administration (585-210-910) document for the interactions with switch features. How CentreVu CMS tracks ACD dataUsing the data in the real-time and historical databases, CentreVu CMS can generate standard reports which allow you to track your call centers activities. CentreVu CMS tracks the various agent, split/skill, trunk, trunk group, vector, and VDN activities at different points in the call process. See Chapter 1 in the CentreVu Call Management System R3V8 Administration (585-210-910) document for more information.
Introduction CentreVu® Supervisor Version 8 Reports Things to Know About the System1-6 Things to Know About the System .........................................................................................................................................................................................................................................................Overview PurposeThis section introduces concepts and requirements that are relevant to reports. OrganizationThis section contains the following information: •Terminology •Prerequisite system administration •Relationship to other subsystems
Introduction CentreVu® Supervisor Version 8 Reports Terminology1-7 .........................................................................................................................................................................................................................................................Terminology OverviewThe following terms are used throughout this book. For additional CentreVu CMS terms, see the Glossary. Terms Current Interval The current intrahour interval which can be 15, 30, or 60 minutes. The current interval is part of the real-time database. Custom Reports See the CentreVu CMS R3V5 Custom Reports document, Lucent Technologies (585-215-822), Issue 2, for more information. Designer Reports Real-time or historical reports that have been customized from existing reports or designed according to your needs from Report Wizard or Report Designer. See the CentreVu Version 8 Report Designer (585-210-930) document for more information. Daily Data Interval data that have been converted to a 1-day summary. Exception Reports Display occurrences of unusual call-handling events. Historical Database Contains intrahour records for up to 62 days in the past, daily records for up to 5 years in the past, and weekly or monthly records for up to 10 years for each CentreVu CMS- measured agent, split/skill, trunk, trunk group, vector, and Vector Directory Number (VDN). Historical Reports Display past Automatic Call Distribution (ACD) data for various agent, split/skill, trunk, trunk group, vector, or VDN activities. Integrated Reports Compile call center information from a specified start time in the past 24 hours up to and including the current interval.
Introduction CentreVu® Supervisor Version 8 Reports Terminology1-8 Monthly Data Daily data that have been converted to a monthly summary. Multiuser Mode Any administered CentreVu CMS user can log into CentreVu CMS. Data continues to be collected if data collection is “on.” Previous Interval One intrahour interval. At the end of each intrahour interval, the contents of the current intrahour interval are copied to the previous intrahour interval portion of the real-time database. Real-Time Database Current and previous intrahour data on each CentreVu CMS-measured agent, split/skill, trunk, trunk group, vector, and VDN. Real-Time Reports Display current ACD call activity on agents, splits/skills, trunks, trunk groups, vectors, and VDNs. Single-User Mode Only one person can log into CentreVu CMS. Data continues to be collected if data collection is “on.” This mode is required to change some CentreVu CMS administration. Subsystem Each CentreVu Supervisor Controller selection. For example, Reports is referred to as a subsystem. Weekly Data Daily data that has been converted to a weekly summary.
Introduction CentreVu® Supervisor Version 8 Reports Prerequisite System Administration1-9 .........................................................................................................................................................................................................................................................Prerequisite System Administration OverviewThe following system administration must be performed before you can fully use the real-time and historical reports subsystem. DictionaryIf you want names to appear on split/skill, trunk group, agent group, ACD, call work code, VDN, and vector reports, the names must first be entered in the Dictionary subsystem. If names are not assigned in the Dictionary subsystem, numbers appear as the default. Call Center AdministrationTo get Split/Skill Call Profile or VDN Call Profile reports, you must first define your acceptable service level and service level increments for the split(s)/skill(s) and VDN(s) in the Split/Skill Call Profile Setup and VDN Call Profile Setup window in the Call Center Administration subsystem. To get an Agent Trace report, you must first start collecting agent trace data. See the “Call Center Administration” chapter of the CentreVu® CMS R3V8 Administration (585-210-910) document for more information on setting call profiles and activating agent traces. User PermissionsFor a report to display data, you must have read permission for the split/ skill, trunk group, ACD, vector, or VDN. For example, if you have read permission for Splits 1, 2, and 4, and try to run a report on Splits 1, 4, and 5, you receive data for Splits 1 and 4 but not for Split 5, because you do not have read permission for that split. For more information, see the “User Permissions” chapter of the CentreVu® CMS R3V8 Administration (585-210-910) document. System SetupYou need to specify how much of the data to save for later use by historical reports. For more information, see the “System Setup” chapter of the CentreVu® CMS R3V8 Administration (585-210-910) document.
Introduction CentreVu® Supervisor Version 8 Reports Relationships to Other Subsystems1-10 .........................................................................................................................................................................................................................................................Relationships to Other Subsystems OverviewReal-Time reports have the following relationships to other CentreVu CMS subsystems. TimetableYou cannot put a real-time report on a timetable. You can use shortcuts to display real-time reports. Scripting is used in R3V8 Supervisor. You must use the CMS terminal to use Timetable. See Appendix D, “Timetable,” in the CentreVu® CMS R3V8 Administration (585-210-910) document. CMSIf you cancel a report in CentreVu Supervisor, the data requests for the report do not cancel in CMS. Therefore, the report continues to run on the CMS side, even though it is canceled in CentreVu Supervisor. Until the data requests clear, CentreVu Supervisor and CMS may slow down as a result. DictionaryFor split/skill, VDN, vector, and ACD names to appear on reports, names must be defined and entered in the Dictionary subsystem. See Chapter 6, “Dictionary,” in the CentreVu® CMS R3V8 Administration (585-210-910) document. ExceptionsWhen an exception occurs, CentreVu CMS notifies you in three ways: •The terminal beeps unless you have disabled the beep through the Supervisor Controller. •You can see information about exception conditions by looking at appropriate Real-Time reports. •The Commands: Exceptions menu item in CentreVu Supervisor allows you to view a running count of exceptions for Real-Time, Agents, Splits/Skills, VDNs, Vectors, and Trunk Groups. To be notified of these exceptions, you must have exception permission turned on for the specific split/skill, trunk group, ACD, VDN, and vector. Exception permissions are assigned through the CentreVu Supervisor Tools: User Permissions menu item. •The exception is entered in the real-time exceptions log. For more information, see the “Exceptions” and “User Permissions” chapters of the CentreVu® CMS R3V8 Administration (585-210-910) document. ScriptingThe Scripting feature lets you create a script to run a specified report or run a report and export the data on schedule. The scripts require a customer-provided scheduler to be run at a later time. For more information on the Scripting feature, see Chapter 3, “Scripting,” in the CentreVu® CMS R3V8 Administration (585-210-910) document.
Introduction CentreVu® Supervisor Version 8 Reports Relationships to Other Subsystems1-11 User PermissionsThe default real-time and integrated reports refresh rate is determined by your CMS System Administrator. The administrator then assigns each user a minimum refresh rate through the CentreVu Supervisor User Permissions menu item. If you enter a refresh rate that is less than your administrator-assigned refresh rate, an error message displays. For more information, see the “User Permissions” chapter of the CentreVu® CMS R3V8 Administration (585-210-910) document.
Introduction CentreVu® Supervisor Version 8 Reports Things to Know About CentreVu Supervisor Reports1-12 Things to Know About CentreVu Supervisor Reports .........................................................................................................................................................................................................................................................Overview PurposeThis section describes things to know about all CentreVu Supervisor reports. OrganizationThis section contains the following topics: •Agent and Trunk States •Refresh Rate for Real-Time and Integrated Reports •Current Interval •Service Level Increments for Call Profile Reports •Items That Can Affect Real-Time and Integrated Report Data
Introduction CentreVu® Supervisor Version 8 Reports Agent and Trunk States1-13 .........................................................................................................................................................................................................................................................Agent and Trunk States OverviewStatus changes of all ACD data (for splits/skills, trunk groups, vectors, VDNs, agents, and trunks) are sent from the switch. As a result, the states of agent extensions and trunks are what all other data are based on. Agent states appear on real-time reports as CentreVu CMS records the current status of the ACD, and trunk states appear on the CentreVu CMS real-time trunk report. The following list of agent states includes the default agent states. The names can be changed in the Dictionary. Agent states ACD The agent logged into this extension is on a split/skill or direct agent call. For Generic 2.1 switches (not supported with R3V5, R3V6, or R3V8 CMS), the agent state is also ACD when a call is waiting on hold. Available (AVAIL) The extension is able to accept an ACD call. An extension is AVAIL in AUTO-IN (AI) or MANUAL-IN (MI) work modes any time a station does not have a call active or on hold. After Call Work (ACW) The agent is engaged in bookkeeping, data entry, or other work related to the previous call, and is not available to receive another call. The extension enters ACW after an ACD call in the MANUAL-IN mode completes. On the Enterprise Communications Server (ECS), the agent can select the state with the ACW key. If the agent presses the ACW button while on an ACD call, then the agent goes into ACW mode when the call is released. This ACW time is tracked as call-associated ACW. If the agent presses the ACW button while the agent is not on an ACD call, then the agent will be placed into the ACW mode, but this ACW will not be tracked as call-associated ACW. An agents time in ACW includes time an agent is on incoming or outgoing calls while in ACW, as well as time in ACW when the agent is not connected to any calls.
Introduction CentreVu® Supervisor Version 8 Reports Agent and Trunk States1-14 Auxiliary Work (AUX) The agent is engaged in non-ACD work, is on break, in a meeting, at lunch, and so on. The agent presses the AUX WORK key when the agent wants CentreVu CMS to recognize the extension as staffed, but does not want the ACD to distribute calls to the voice terminal. An agents time in AUX includes time an agent is on incoming or outgoing calls while in AUX, as well as time in AUX when the agent is not connected to any calls. Agents also accrue AUX time when they make or receive extension calls from AUTO-IN or MANUAL-IN mode. Reason codes describe the reasons you are in the AUX work mode (for example, you are on break). Direct Agent ACD (DACD) The agent is on a direct agent ACD call. Direct Agent ACW (DACW) The agent is in the after call work state for a direct agent ACD call. OTHER The agent is doing other work. This may represent that an agent is in multiple splits or with multiple skills and is doing work for a split or skill other than this one, or that the agent has put a call on hold, or that the agent is dialing to place a call or activate a feature. UNKNOWN CentreVu CMS does not recognize the current state. UNKNOWN remains until the condition is cleared (corrected) and/ or the agent completes the current ACD call and any associated ACW, or a current agent state message is sent to CentreVu CMS from the switch. UNSTAF Unstaffed The agent is not logged in and is not being tracked by CentreVu CMS. RINGING The time a call rings at an agents voice terminal after leaving the queue and before the agent answers the call. With this state, you can actually determine how long a call rings before an agent answers, and thereby determine the actual time a caller waits in queue and waits while the call is ringing to better analyze your call centers performance.