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Lucent Technologies CentreVu Supervisor Version 8 Reports Manual
Lucent Technologies CentreVu Supervisor Version 8 Reports Manual
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Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Save as HTML2-19 ........................................................................................................................................................................ 4Type the name of the output file in the file name field, select the file name from the pull-down history list, or select the Browse button and browse for a file name. ........................................................................................................................................................................ 5Select the OK button to save the report in HTML file format. END OF STEPS................................................................................................................................................................................. Results: The report is now saved as an HTML file for viewing with an Internet browser. The HTML file that has been generated can be modified to fit your specific need using an HTML or text editor. Output filesYou must select a name for the HTML file you are creating. You must specify the full file path (for example, c:\temp\myrpt.htm) to save the file in a directory other than the current directory. If there are charts associated with the file, they are converted into .gif files and numbered in the order created. For example, c:\temp\myrpt1.gif and c:\temp\myrpt2.gif. The output file is created using the templates and fonts you have specified. After the HTML is saved, you can move or copy it and all associated graphics files to a web server directory for viewing on the Internet or an Intranet. TemplatesA template can be used to provide company logos, background color, specific fonts, or surrounding text to the HTML file. If you do not select a template, the HTML file displays only the report. Note the following: •Templates are HTML files that can be created or edited using an HTML or text editor. •The templates are limited by what your web browser supports. Not using templatesIf you choose not to use existing templates, Save as HTML generates basic HTML tags in order for your report to be converted to HTML. Note the following: •The standard surround tags and are generated. •The background color is set to white and font color is set to black. •The title of the page is the same as the report title.
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Save as HTML2-20 Using existing templatesCentreVu Supervisor provides you with Sample templates which can be found in the samples directory of the CentreVu Supervisor directory where the executable files were installed. Use these installed templates when saving a report as an HTML file. Save as HTML template tagsThe following describes the tags used by Save as HTML and which can be used to create templates: FontsIf you choose to use the CentreVu Supervisor fonts, the font face and size are preserved in the HTML file. •The fonts used in CentreVu Supervisor are Arial, Courier New and Times New Roman. •In the event these fonts are not available on the computer viewing the HTML file, backup fonts are used. The backup fonts are Helvetica for Arial, Courier for Courier New, and Times for Times New Roman. •If you choose to use the web browsers default fonts, the HTML file will not specify any fonts. •Note the following: – If you choose not to preserve the CentreVu Supervisor fonts, the appearance of the report in the HTML file may change. – If you choose to use a template, do not preserve the CentreVu Supervisor fonts if the template specifies the fonts. HTML Tag Description This tag is replaced with the title of report in the HTML file. If this tag is used within the tags, the title of the report will be used as a heading to the page. Multiple uses of this tag are allowed. This tag is replaced by the report body in the HTML file. However, only the first occurrence of this tag is replaced. If a template is used and the tag is not in the template, an error occurs, and the Save as HTML operation is aborted.
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Print Preview2-21 .........................................................................................................................................................................................................................................................Print Preview OverviewPrint Preview displays the printed layout of a report on screen so that printed components, such as page breaks and headers and footers, may be viewed prior to actual printing. Access Print PreviewPrint Preview is accessed from the Report menu of the output window of all generated reports. Select Print Preview to open the Print Preview dialog box Print Preview dialog boxThe print preview dialog box displays one physical page of the generated report at a time.
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Print Preview2-22 Print Preview fieldsThe following table describes the fields and items on the Print Preview dialog box: Field/Item Description Scroll bars If the page does not fit within the Print Preview dialog box, scroll bars are available to view the entire page. Status bar A status bar at the bottom of the page lists which page of the report is being viewed; for example, “page 1 of 3.” Next button If the generated report has more than one page in its final, printable version, the Next button moves you forward through the report a page at a time. Back button If the generated report has more than one page in its final, printable version, the Back button moves you backward through the report a page at a time. Zoom In/Out The Zoom In/Out drop-down list allows you to zoom in or out on a report in the Print Preview dialog box by a series of percentages in 25 percent increments. for example, you may view a report output in Print Preview at 100 percent, 125 percent, 150 percent, and so on. The default is based on screen size. Landscape/Portrait The Landscape check box allows you to view an output in either landscape mode (11” x 8.5”) or in portrait mode (8.5” x 11”) for printing purposes. The default is based on your default printer settings. To select Portrait mode, deselect the Landscape box. Print Select the Print button to display the Print Setup dialog box. The report that is active will be printed according to the options you choose on the Print Setup dialog box. You may choose the printer, the orientation, and the paper in this dialog box, or you can select Options to display printer-specific configuration information. If the report is a real- time report, only one refresh of the report will be printed.
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Print Preview2-23 Help Select Help (or press F1 ) to display a standard WindowsTM Help page for the Print Preview dialog box. Close The Close button closes the Print Preview dialog box. Field/Item Description
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Edit2-24 .........................................................................................................................................................................................................................................................Edit Edit menuThe Edit menu has standard Windows editing options. Menu item functionsThis table describes the action that each menu item performs. Menu Item Action Copy The image of the currently selected chart is copied to the clipboard in Windows metafile format. This allows you to paste the chart picture into most Windows applications, such as a word processor. You can also access Copy from the right mouse button pop-up menu. See Copying Chart Reports (2-53) for instructions on using Copy. Export Chart Data The Data Export Options window is shown to allow you to export the data in the currently selected chart. 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. If there is more than one chart on this report, this option will be grayed out until you select a chart. For more information on exporting data, see the “Exporting Report Data” section in this chapter. Export Table Data The Data Export Options window is shown to allow you to export the table data. 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. If there is more than one table on the report, this option will be grayed out until you select a table. For more information on exporting data, see the “Exporting report Data” section in this chapter.
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Edit2-25 Export All Data The Data Export Options window is shown to allow 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 on exporting data, see the “Exporting Report Data” section in this chapter. Menu Item Action
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Format2-26 .........................................................................................................................................................................................................................................................Format Format menuThe Format menu contains 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 functionsThis table describes the action that each menu item performs. Menu Item Action Chart Allows you to format a chart. You can also access the Format Chart window from the right mouse button pop-up menu. Table Allows you to format a table. You can also access the Format Table window from the right mouse button pop-up menu. Sort 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.
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Tools2-27 .........................................................................................................................................................................................................................................................Tools Tools menuThe Tools menu contains additional actions that affect the currently selected object. You can also access the Tools actions from the right mouse button. Menu item functionsThis table describes the action that each menu item performs. Menu Item Action Available Drill-Down reports If 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 Tools menu. Threshold 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 (2-59). Change Agent Splits/Skills If the current ACD supports Expert Agent Selection (EAS), this menu item reads Change Agent Skills; otherwise, it reads Change Agent Splits. 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. See the CentreVu® CMS R3V8 Administration (585-210- 910) guide for more information.
Using CentreVu Supervisor Reports CentreVu® Supervisor Version 8 Reports Options2-28 .........................................................................................................................................................................................................................................................Options Options menuThe Options menu contains actions that affect the basic display of the report. Menu item functionsThis table describes the action that each menu item performs. Menu Item Action Thresholds Turns 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). See Setting Report Threshold Highlights (2-59) for additional information on Threshold Highlights. Status bar Shows 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. Restore Original View Restores the Report View to the original settings. All changes made to the format of this report are discarded.