NEC Attendant Console Statistics Operations Manual
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NDA-30122 Revision 1 Page 43 Attendant Console Statistics Operations Manual REPORT GENERATION Generating Reports Generating a ReportThis procedure will generate a report from an existing defined report format. If the report format has not been previously defined, see Chapter 3 for procedures to design new report formats. Follow the steps to generate a report: Step 1: From the Console Stats Main Menu (Figure 4-1), select the Report Generation option and press Enter. The Report Generation screen (Figure 4-2) will be displayed. Step 2: The Report Generation screen shows a listing of all existing report formats by title, along with their Time Interval and Report Identifier. To select a report to generate, use the UP and DOWN arrow keys to highlight the desired report title and press the Enter key. Use the Ta b key to select Ok and press Enter. The Generate a Report window will be displayed (Figure 4-3). Figure 4-3 Generate a Report Window Step 3: At the Start Time field, enter the starting time of the reporting period. This is the start of the time the data will be collected for the report. The time format used is HH:MM:XX; where HH specifies the hour (01/12), MM specifies the minutes (00-59), and XX specifies AM (midnight to noon) or PM (noon to midnight). When the time has been entered, press Enter. Step 4: At the Display field, select Y and press Enter if the report will be displayed to the screen. Step 5: At the Print field, select Y and press Enter if the report will be sent to a printer.
Page 44 NDA-30122 Revision 1 REPORT GENERATION Attendant Console Statistics Operations Manual Generating Reports (Cont.) Generating a Report (Cont.)Step 6: At the Save field, select Y and press Enter if the report will be saved to a file. Step 7: When all fields have been completed, use the Ta b key to select the Ok option at the bottom of the screen and press Enter. Depending on the previous selections, the report will now be displayed on the screen, sent to a printer, or saved to a file. Note: The fields of the Generate a Report screen can be cleared anytime. Using the Ta b key, select the Clear option and press Enter . All screen fields will be cleared. Step 8: If finished with the Generate a Report function, use the Ta b key to select the Exit option at the bottom of the screen and press Enter. The Console Stats Main Menu (Figure 4-1) will now be displayed.
NDA-30122 Revision 1 Page 45 Attendant Console Statistics Operations Manual REPORT GENERATION Generating Reports Finding a Report (to Generate)This procedure will find a report to generate from existing report formats. Follow the steps to find a report: Step 1: From the Console Stats Main Menu (Figure 4-1), select the Report Generation option and press Enter. The Report Generation screen (Figure 4-2) will be displayed. Step 2: Using the Ta b key, select the Find option at the bottom of the screen and press Enter. The Find a Report Format window will be displayed (Figure 4-4). Figure 4-4 Find A Report Format Window Step 3: At the Find By field, use the UP and DOWN arrow keys to select either Title or Identifier from the pop-up window and press Enter. - If Title is selected, the Title field will be displayed. Enter the report title to be found. The * character may be used as a wildcard at the end of the string (Example: “Bob*” will find the first report with a title that contains “Bob” as the first three characters of the report title). - If Identifier is selected, the Identifier field will be displayed. Enter the report identifier to be found. Step 4: When the Title or Identifier has been entered, use the Ta b key to select the Ok option at the bottom of the screen and press Enter. A search will now begin for the specified report. - If a match is found , the Find a Report Format screen is popped down.The Generate a Report screen now shows the found report format highlighted in the left Report Titles window, and the specified report format details displayed in the right Report Details window. - If more than one match is found , each time the Find option is selected the next match will be highlighted. - If a match is not found , the Find a Report Format screen remains visible and an error message is displayed near the bottom of the screen.
Page 46 NDA-30122 Revision 1 REPORT GENERATION Attendant Console Statistics Operations Manual Generating Reports (Cont.) Finding a Report Format (Cont.)Step 5: To begin another search, repeat Steps 3-5. Step 6: If finished with the Report Generation function, use the Ta b key to select the Exit option at the bottom of the screen and press Enter to return to the Report Formats menu screen (Figure 4-1).
NDA-30122 Revision 1 Page 47 Attendant Console Statistics Operations Manual AUTOMATED REPORT GENERATION Chapter 5 AUTOMATED REPORT GENERATION The Automated Report Generation option on the Console Stats Main Menu is used to schedule reports for automatic generation. All display screens, windows, menus and procedures are described in the following sections of this chapter. Using Automated Report Generation When an automated report is generated, it is sent to the printer and then saved. The filename for the report comprises the report identifier that is named in the report format and the month, day, and hour at which the report is generated. The report is maintained for a configurable period of time, during which time it may be viewed or printed via the Report Viewing option on the Main Menu. Note: A report format with a Current interval cannot be set for automatic generation. Note: Automated Reports collect data from the time when the Automated Report is first set. Whenever the report is scheduled to printout, it will contain data starting at the time the report was first set. If a report is needed with past data, a report can be manually generated. Procedure OverviewThe overall sequence for generating an automated report is the following: First select the report format from the existing report formats (as described in Chapter 3). Next is to set the schedule for the automated report. Report statistics are generated only for attendants who are logged on during the specified range of time. That is, if a report is generated for a 36-hour period and an attendant is logged in during two eight-hour shifts within that period, statistics for that attendant reflect only the two eight-hour shifts. Statistics for queue reports are generated and printed only for those call queues that received calls during the range of time named during report generation. Call queues that were idle during the period covered by the report do not appear on the report. Note: A report must be displayed, printed, or saved. If none of these actions is shown for the report, it is not generated and an error message is displayed. Current Time IntervalSince reports formatted with a Current interval compute statistics for the present day, these reports cannot be automatically generated. They must be generated from the Report Generation option on the Main Menu.
Page 48 NDA-30122 Revision 1 AUTOMATED REPORT GENERATION Attendant Console Statistics Operations Manual Automated Report Generation Menu A Note on Selecting Commands - In the following procedures, a step may call for pressing the Ta b key to select a command. It may be necessary to press the Ta b key multiple times in order to select the specific command. When reading a step, understand to press the Ta b key (as needed) to select the specified command. - Commands can also be selected by pressing their associated ’Hot Key’, displayed in BOLD. Step 1: From the Console Stats Main Menu (Figure 5-1), highlight to select the Automated Report Generation option and press Enter.) Figure 5-1 Main Menu - Automated Report Generation Selection
NDA-30122 Revision 1 Page 49 Attendant Console Statistics Operations Manual AUTOMATED REPORT GENERATION Automated Report Generation Menu (Cont.) Step 2: The Automated Report Generation screen will be displayed (Figure 5-2). The Automated Report Generation screen options are described in detail in the following sections of this chapter. Figure 5-2 Automated Report Generation Screen
Page 50 NDA-30122 Revision 1 AUTOMATED REPORT GENERATION Attendant Console Statistics Operations Manual Generating Automated Reports Set a Report ScheduleThis procedure will set the schedule for an automated generated report from an existing defined report format. If a report format has not been previously defined, see Chapter 3 for procedures to design new report formats. Follow the steps to schedule a report: Step 1: From the Console Stats Main Menu (Figure 5-1), select the Automated Report Generation option and press Enter. The Automated Report Generation screen (Figure 5-2) will be displayed. Step 2: The Automated Report Generation screen shows a listing of all currently scheduled reports by scheduled date/time, report type, and report title. Use the Ta b key to select the Set option at the bottom of the screen and press Enter. The Set a Report Schedule window will be displayed (Figure 5-3). Figure 5-3 Set a Report Schedule Window Step 3: At the Event Type field, use the UP and Down arrow keys to select the event type and press Enter. The values Hourly, Daily, We e k l y, or Month/Date can be selected. Hourly events occur once per hour Daily events occur once per day We e k l y events occur on one or more weekdays Month/Date events occur on all days within a specific month, once a month on a specific date, or once a year on a specific month and date
NDA-30122 Revision 1 Page 51 Attendant Console Statistics Operations Manual AUTOMATED REPORT GENERATION Generating Automated Reports (Cont.) Set a Report Schedule (Cont.)Step 4: At the Time field, enter the time the report will be generated. Hourly reports use the format --:MM, where MM specifies the minutes (00-59). All other reports use the format HH:MM:XX; where HH specifies the hour (01/12), MM specifies the minutes (00-59), and XX specifies AM (midnight to noon) or PM (noon to midnight). When the time has been entered, press Enter. Step 5: If the Event Type We e k l y is selected in Step 3, the Weekdays field will be displayed. This will set the day(s) of the week the report will automatically be generated. A Ye s / N o field is displayed for each day of the week. The values Ye s and No can be selected using the UP and DOWN arrow keys and pressing Enter. Step 6: If the Event Type Month/Date is selected in Step 3, the Month and Date fields will be displayed. - The Month field specifies the month the report will be generated. The values Any and 1-12 and can be selected using the UP and DOWN arrow keys and pressing Enter - The Date field specifies the date the report will be generated. The values Any and 1-31 and can be selected using the UP and DOWN arrow keys and pressing Enter. Note: The fields of the Automated Report Generation screen can be cleared anytime. Using the Ta b key, select the Clear option and press Enter . All screen fields will be cleared. Step 7: At the Report Titles field, use the UP and DOWN arrow keys to select an existing unscheduled report to be automated and press Enter. The Report Type, Interval, and Identifier fields will be filled in from the report format database information. Step 8: When all fields have been completed, use the Tab key to select the Ok option at the bottom of the window and press Enter. Automated report generation is now scheduled and a status message will display near the bottom of the screen. Step 9: If finished with the Automated Report function, use the Ta b key to select the Exit option at the bottom of the screen and press Enter. The Console Stats Main Menu (Figure 5-1) will now be displayed.
Page 52 NDA-30122 Revision 1 AUTOMATED REPORT GENERATION Attendant Console Statistics Operations Manual Generating Automated Reports (Cont.) Filter an Automated ReportThis procedure will apply filter parameters to the reports displayed on the Automated Reports screen. Step 1: From the Console Stats Main Menu (Figure 5-1), select the Automated Report Generation option and press Enter. The Automated Report Generation screen (Figure 5-2) will be displayed. Step 2: The Automated Report Generation screen shows a listing of all currently scheduled reports by scheduled date/ time, report type, and report title. Use the Ta b key to select the Filter option at the bottom of the screen and press Enter. The Filter Events window (Figure 5-4) will be displayed. Figure 5-4 Filter Events Window Step 3: At the Filter By field, use the UP and Down arrow keys to select the filter parameter and press Enter. The values All, To d a y, Date, or Weekday can be selected. All is the default and lists all automated reports To d a y lists reports scheduled for today Date lists all reports scheduled for a specific date Weekday lists all reports scheduled for a weekday Step 4: If the Filter By value is set to Date, the Date field will be displayed. It specifies the date that will be used to filter the data in the Automated reports window. The date format used is MM/DD/YYYY; where MM specifies the month (01/12), DD specifies the day (01-31), and YYYY specifies the year. When the date has been entered, press Enter.