NEC Neax2000 Ivs Callcenterworx System Manual
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NDA-24213 CHAPTER 10 Page 227 Issue 3.0 MIS Procedures Wall Display Board Assignments 11.2 Scheduling Message Sets The Schedule Wallboard Message Sets screen (Figure 10-15) lists the message sets that have been constructed and sets up the display plan for them, determining: Type of display Individual wall board destination (display number) Speed (interval between messages in a multi-message set) Figure 10-15 Schedule Wallboard Message Sets STEP 1: In the Configuration menu, select Wallboard...
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CHAPTER 10 NDA-24213 Page 228 Issue 3.0 MIS Procedures Reports 12. Reports CallCenterWorX MIS contains a set of statistical reports providing data to guide call center management decisions. The MIS maintains a database of the past 40 days of statistical data. The current and previous days’ statistics are stored on an hourly basis (up to a maximum of 47 hours), while daily data is stored for the preceding 38 days. Using a series of menus, statistical data is separated into: Major categories...
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NDA-24213 CHAPTER 10 Page 229 Issue 3.0 MIS Procedures Reports 12.2 Minor Categories Each major category (such as Agent Reports) has its own set of minor category reports. Figure 10-17 shows the minor categories associated with the Agent Reports major category (Summary, ACD Detail, PBX Detail, Staffing, and Breaks). Figure 10-17 Minor Report Categories
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CHAPTER 10 NDA-24213 Page 230 Issue 3.0 MIS Procedures Reports 12.3 Generating a Report The following sample procedure focuses on generating an Agent Report, but the window elements and navigation tools used in the procedure are generic and can be applied when generating any CallCenterWorX MIS report. 12.3.1 Selecting the Subject STEP 1: From the Reports menu (Figure 10-16) select one of the Major categories (in this example, we have selected Agent Reports). STEP 2: Click on a Minor category...
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NDA-24213 CHAPTER 10 Page 231 Issue 3.0 MIS Procedures Reports Click the Daily radio button to activate the Daily Duration box. Then go to Step 7. STEP 6: Choose from the following in the Hourly Duration box: Click the Today or Yesterday radio button. Go to Step8. Click the Specified radio button to activate the From and To fields. Go to Step9. STEP 7: Choose from the following in the Daily Duration box: Click the Month radio button in the Daily Duration box. Go to Step 8. Click the Week...
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CHAPTER 10 NDA-24213 Page 232 Issue 3.0 MIS Procedures Reports STEP 10: Click OK. The data will be retrieved from stored information, formatted into a report, and displayed on the monitor. All of the reports are designed to be displayed so that no left-right scrolling is needed to see all of the data. Data may be scrolled up and down a line or a page at a time to bring the most pertinent data within view. Figure 10-20 Specifying Report Parameters Select Major Category from Reports menu Select...
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NDA-24213 CHAPTER 10 Page 233 Issue 3.0 MIS Procedures Reports 12.3.2 Formatting a Report A print preview capability lets you see the default layout of a text report. A modifiable grid screen (see Figure 10-21) allows you to drag-and-drop or change the size of certain columns or rows. Each column can be sorted by alphabetical order . Figure 10-21 Report Layout Grid Check the Save settings to profile checkbox to save the profile in the NT registry.
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CHAPTER 10 NDA-24213 Page 234 Issue 3.0 MIS Procedures Reports 12.4 Scheduling and Printing a Report CallCenterWorX allows you to schedule a report for output to the printer at a selected time using the Report Scheduler window (see Figure 10-22). Any report which can be generated can be scheduled for output. Up to 50 reports can be registered in the schedule. Once registered, the report(s) will automatically be sent to the printer at the specified output time. In order to register a report for...
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NDA-24213 CHAPTER 10 Page 235 Issue 3.0 MIS Procedures Reports Figure 10-23 Add a Report Window STEP 4: Press Next>. The Report Duration window displays (see Figure 10-24). Figure 10-24 Report Duration Window STEP 5: Select the Duration, Range, and Previous parameters.
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CHAPTER 10 NDA-24213 Page 236 Issue 3.0 MIS Procedures Reports STEP 6: Press Next>. The Report Output Time window displays (see Figure 10-25). Figure 10-25 Report Output Time Window STEP 7: Select the Duration, Day and Hour Frequency and whether to Suppress weekend output (see Heading 12.5 “Weekend Suppression of Printing” below for important considerations on scheduling print output on weekends). STEP 8: Press Finish. The Report Scheduler window (see Figure 10-26) displays showing the output...