Northern Telecom Pc Console 1.1 User Guide
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Generating reports 75 P0887496 01 Norstar PC Console 1.1 User Guide To point to a database using Select : 1. Click Select . The Open dialog box appears. 2. Click the Look in box. 3. In the drop-down list, locate and click Hard drive (C:) , then click Program Files . 4. Double-click the following folders: Nortel , Norstar PC Console , Server , and ConsoleServerDB. 5. Click the filename ConsoleServer.mdb . 6. Click Open to connect to the selected file name. If this file is not a valid database, an error message appears. To point to a database using the Current Database box: 1. Enter the path name of the database in the Current Database box: C:\Program Files\Nortel\Norstar PC Console\Server\ConsoleServerDB\ConsoleServer.mdb . 2. Press Enter . If this file is not a valid database, an error message appears. Selecting a report type Once a database has been selected, the next step is to decide what type of report to produce. To select a report type: 1. Click the Report Type drop-down list box. 2. Select your report.
76 Generating reports Norstar PC Console 1.1 User Guide P0887496 01 Setting the report period Some reports require a report period. The report period defines the time span for which data is considered. If the report type chosen does not require a repor t period, the Period group box is inactive. The repor t period begins on the From date and ends on and includes the To date. To enter the From and To dates: 1. Click on the From box and enter the date. The following are acceptable date formats. • June 5, 1997 • 6/5/1997 2. Press Enter . 3. Repeat for the To box. Press Enter . Note: If a date is typed in an unrecognized format, or if a typed date does not exist, an error message is displayed. To cancel out of the From/To boxes: 1. Press Tab or Esc . To specify a report of one week: 1. Click on . The One Week dialog box appears. Choose the month that the desired week started or ended in from the month drop-down list. 2. Select the year the week occurred in the year box. You can either type in the year box or use the increment and decrement arrows to the right of the year box. 3. Select a week from the list of weeks in the box at the bottom of the dialog. Either click on a week and click OK or double-click the desired week. When a week is selected, the start and end dates of the week appears in the From and To date edit boxes. To specify a report of one month: 1. Click . The One Month dialog box appears. Choose the desired month from the month drop-down list. 2. Set the desired year, using the year control, either by typing it in or adjusting its value with the increment and decrement arrows to its right. 3. When done, click OK to accept the month, or Cancel the Report Period selection. If a month was selected, the star ting and ending dates of the month appears in the From and To date edit boxes, respectively. Dates for February automatically account for leap-years, centuries, and millennia.
Generating reports 77 P0887496 01 Norstar PC Console 1.1 User Guide To cancel a selection you made, press the Esc key or click Cancel . The Period group box information is not changed. Clearing a date A date can be cleared by deleting the contents of the edit box. A cleared edit box does not count as a date, and thus does not restrict the range of the other date by the above mentioned- rule. Note: The To and From date edit boxes are active provided a valid database is selected and a Report Type is selected that requires a Report Period to be defined. Selecting employees and customers for the report Some report types, especially those dealing with call data, allow you to choose sets of employees, customers, or both, for which the data are summarized in the report. Reports make only those categories available which are appropriate to the report type you chose. If your Report Type does not need or allow these selections, the Employees and Customers selection areas remain inactive and you can move on to the next step. To select the Employees or Customers : 1. Click on either Employees or Customers . This displays the Employee or Customer Record Selection dialog box. Note: The first time you click one of these buttons after connecting to a database, a wait cursor appears while Reports builds the directory. Afterward, and whenever the button is clicked, a pause follows while Reports creates and fills the dialog box. This pause is to be expected, especially for large directories. After the pause, the Selection dialog box appears. 2. The Selection dialog box consists of a list of Employees or Customers. For Customers, the list consists of a single column, the Customer’s Company Name. For Employees, it consists of several columns, such as last, first and middle names, and telephone extension. These columns can be resized by dragging the column header edges in the bar at the top of the list. 3. You can choose either a single item or multiple items. Selected items appear with a blue background running behind their boxes. Choose a single item by pointing and clicking on it. Choose multiple items by holding down the Control key while selecting the items you want. Up to 100 items can be selected from the list. If you require more than 100 items, consider doing several repor ts with different selection lists, or using the All button. 4. Click OK . The Customer or Employee Record Selection dialog box closes and the related Selection list box displays only those items selected from the dialog.
78 Generating reports Norstar PC Console 1.1 User Guide P0887496 01 Create Report button When all the data needed to create a report has been provided in the other report controls, becomes available. To create a report: 1. Click . This starts the report generation process. 2. The Reporting Animation icon, just to the left of the button, begins moving, indicating that the report is running. The animation continues until the report is completed. Note: While it is running, the application cannot be closed. If you need to close the application while a report is running, this can be done from the Close Programs dialog box available from the Windows Task Manager. Refer to Windows Help for information about how to force programs to close. 3. Once the report is completed, it is displayed in the Report Viewing area below the Report controls. becomes unavailable again, indicating that the report has been created.The Repor t controls are disabled and the keyboard functions only in the Report Viewing area. You can re-access the Report controls by pressing the Tab key. Viewing the report you generated Once a report has been created, the Page buttons, and , become available. The Next Page button shows the next available page of the report, if there is one, in the report view. The Previous Page button , shows the previous page of the report, if there is one. The page number of the current page appears in the report itself, found in the lower right hand corner of each page. You can also change the displayed report page from the keyboard. To change the viewed page from the keyboard: 1. The keyboard should be active in the Report Display area which is the lower half of the Norstar PC Console Reports window. This is set automatically after creating report, but can also be done by pressing Tab to cycle through the Report controls. The Report View- ing area is treated as the last control in the Tab order sequence. 2. Press Ctrl + Page Up to view the previous page, or Ctrl + Page Down to view the next page.
Generating reports 79 P0887496 01 Norstar PC Console 1.1 User Guide Printing a report Once a report has been created and is in the Report Viewing area, becomes available. To print a report: 1. Click . This prints the report to the default printer.The default printer can be changed from the Printers folder. It can be reached from either the Windows Start Menu or the Windows Control Panel. Refer to PC Console Help. 2. A dialog opens allowing you to choose the pages and number of copies of the report to print. 3. Click OK and the repor t begins printing. Clicking Cancel cancels it. Note: If a Report Parameter is changed in one of the Report Controls, again becomes active and becomes inactive. Do not change any Report Parameters before printing the report. If you do, you have to generate the repor t over again and then print it.
80 Generating reports Norstar PC Console 1.1 User Guide P0887496 01
P0887496 01 Norstar PC Console 1.1 User Guide Glossary Assistant attendant The assistant attendant is the telephone attendant who provides call coverage for specific employee(s). Backup attendant The Backup attendant receives calls when the main attendant is not available. The main attendant uses the Out button on the Attendant main window to direct calls to the backup attendant. BLF This is one of the Directory list tab views. It displays only the phone status and extensions of the employees. CF Call Forward Caller ID Caller ID is also known as CLID or Calling Line Identification and is provided by your telephone company. When Caller ID is in place, the caller name and number are displayed on incoming calls. CO Central Office CTA - Computer Telephony Adapter A CTA is the hardware device used to connect a PC to the Norstar ICS, and includes the CTA 100, an external device, and the CTA 150i which is installed in a PC hard drive. Destination extension The destination extension is the person’s extension to which a caller (or attendant) is attempting to connect. DND Do not disturb DTMF - Dual Tone Multi Frequency DTMF is the sound emitted when telephone buttons are pressed.
82 Glossary Norstar PC Console 1.1 User Guide P0887496 01 External call External call is a call originating from outside your company’s voice mail system. ICS - Norstar Integrated Communications System ICS is the Norstar key system that Norstar PC Console is connected to. Two types of Norstar ICS are Modular ICS (MICS) and Compact ICS (CICS). ID Identification Internal call An internal call is a call that originates from your company’s Norstar ICS, such as another employee’s extension. Hookflash This is the signal that occurs when a telephone goes on-hook followed by off-hook. Hunt Group A Hunt Group is a group of telephones that can be all called by a single number. Hunt Groups are configured in your Norstar ICS. LAN Local area network Main attendant A main attendant is the telephone attendant primarily responsible for managing a company’s incoming calls that may or may not have other attendants to assist. Networked model Networked model is a way of setting up a Norstar PC Console system in which the main attendant’s PC is connected to one or more additional attendant PC(s) through a network. Norstar PC Console Norstar PC Console is a Windows based software product that provides call management and call activity reporting capability to a business. Norstar ICS Norstar Integrated Communication System. The telephone system that Norstar PC Console works with. The two types of Norstar ICS systems are the Modular ICS and the Compact ICS.
Glossary 83 P0887496 01 Norstar PC Console 1.1 User Guide Overflow attendant The overflow attendant receives incoming calls when there are more than six active calls at the main attendant’s PC. PC Personal Computer Server program The Norstar PC Console Server program suppor ts the Attendant program residing in the PC. Shared system A shared system is a Norstar PC Console system in which the Norstar ICS is shared by two or more companies. Stand-alone model A stand-alone model is a Norstar PC Console system in which one attendant only manages a business’s incoming calls. There are no assistant attendants, backup attendants or overflow attendants in a stand-alone model. Target extension A target extension is the extension number to which you are directing a call. VM Voice mail or voice messaging.
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