Handlers DynamicReport

Report - Dynamic Traffic Report

In the Dynamic Traffic Report you can view call patterns on a very detailed level. You can set filters and add columns to the report according to your own needs.

The report result is a list of calls meeting the criteria's set, always containing the fields date, time and node as well as the fields added in the selection.

The maximum number of returned rows is default limited to 5000. This value is a system setting and can be adjusted.

Note: When you have created a report with filters and columns and want to be able to reuse the same selection, the report can be saved as a favorite report. All selections you have made will be saved.

Selection

Standard selection for dynamic report.

1. Select a saved setting, optionally
2. Select a node
3. Select a traffic category
4. Select a traffic type
5. Select a period:
   1. Select relative dates in the menu

      - or -

   2. Select a fixed period:
      1. Set relative date to Selected dates
      2. Select a start date
      3. Select an end date

         • If you prefer to select dates in a calendar view instead of typing, click on the calendar button next to the date field.

6. Select a time interval:
   1. Check all day to show all day

      - or -

   2. Select start time and end time
7. To limit the report, enter a value in the box no. of entries (max. 5000)
8. Check search in imported data to expand the search to include imported traffic data

Enter additional conditions

When you create the dynamic traffic report, you can add special criteria to filter out the information you are interested in.

1. Click add
2. Select field
3. Select condition
4. Enter a value in selection
5. Enter a value in selection (only for condition between)

   • If you chose the condition between, add a max value

6. Click save

Fields in the report

When you create the dynamic report, you can in addition to the predefined fields date, time and node pick other fields to add to the report.

1. Select a field that you want to add in the menu add field
2. Click add field

   • The field is added after the last column

3. Repeat to add more fields

Show report

1. Click show report

Result

Available filter and report fields are:

Fields

Access1

Access2

Actual Caller Date

Actual Caller

Answer Part

Area Code

Caller

Call ID

Code

Cost

Dialed Number

Duration

Object info

Organization Group

Person

Price List

Traffic Category

Traffic Type

Trunk

General Report Selection Information

You can choose how you want your report selection view to look:

• Segmented - give you a wider overview and you can see all of the selection on your screen.
• List - give you a longer page and reminds you of the old look and feel.

Besides from having access to a specific report, the users also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to.

The report selection page will by default show the settings selected by the user the last time that report was used. The report settings can be saved and reused.

The two-list have an extended function. Search for an item or part of an item to filter the selection. Items can be moved by using the arrow buttons, double-click or by drag-and-drop. It is also possible to drag-and-drop the item in the current section. Use the to change the width of the section. Watch the video

How to - Add a Report as a Favorite

1. Open the report selection page
2. Click favorites
3. Select Add to favorites

   • The report is added to the favorite reports list, accessed by clicking my favorites

How to - Remove a Report from the Favorites List

1. Open the report selection page for the report you want to remove
2. Click favorites
3. Click remove from favorites

   • The report is removed from the favorite reports list in my favorites

How to - Save Report Settings

1. Open the report selection page for the report you want to save settings for
2. Enter the settings you want to save
3. Click save settings
4. Enter a name for the settings, e.g. the period or group or whatever it is that is significant with these settings
5. Click save

   • The report is now added in my favorites
   • To access the saved settings, click the name of the report in my favorites , and then click the name of the saved settings

How to - Delete Saved Report Settings

1. Open the report selection page for the report you want to delete saved settings for
2. Click save settings
3. Click remove for the settings you want to delete

How to - Schedule a Report

1. Open the report selection page
2. Click schedule report
3. Check the schedule box
4. Select the time zone you are in from the menu
5. Select schedule option
   1. Monthly
      • Define on what day of the month the report should be sent by selecting a date in the monthly on day dropdown menu
   2. Weekly
      • Define on what weekday the report should be sent by checking the weekday
   3. Daily
      • All weekdays are checked, and the report will be sent daily
6. Enter at what time of the day the report should be sent in the start at field
7. Click save

   • The report will then monthly, weekly or daily on the selected time and day, be sent to the registered e-mail address for the logged in user

Note: If you have the system setting automatically create periods and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the aggregation job. The aggregation job is usual run at night or early in the morning, please contact Servicedesk for more information.

How to - Edit a Scheduling of a Report

1. Open the report selection page
2. Click schedule report
3. Change your settings
4. Click save

How to - Remove a Scheduling of a Report

1. Open the report selection page
2. Click schedule report
3. Uncheck the schedule box
4. Click save

   • No more report e-mails with this report will be sent to the user's address

How to - Send a Report

1. Open the report selection page
2. Click schedule report
3. Click the tab send report
4. Enter e-mail recipient(s) in to,

   • If you want to send the report to more than one, separate addresses with semicolon (;) without space

5. Enter a subject for the message
6. Enter the message text in the message field
7. Click send

   • The report will be created as a PDF with the selected options that you have chosen and sent out to entered recipient(s)

How to - Set Permissions for a Report and Check what Users that have Permissions on a Specific Report

1. Open the report selection page
2. Click permissions and a list of all users with permission to access this report is shown
3. To give permissions on the report for a user, enter the username (or a part of the username) in the search user field

   • You can only search on the username, not the users' real name. If the username doesn't exist or if the user is already in the list, the search will not give any result.

4. Click search

   • A list of all users who match the search query is presented

5. Check the boxes for the users you want to add
6. Click the save button

   • Selected users are moved from the list and added to the table with users with permissions to the report

How to - Remove Permissions for a Report

1. Open the report selection page
2. Click permissions
3. Find the user you want to remove permissions from in the table of users

   • If necessary, click the numbers below the table to go the correct page

4. Click delete next to the user you want to remove from the list of users with permissions

   • The user is deleted from the table and no longer has permissions to the report