ReportParams 15881

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Report - Digital Meetings Overview

This report gives you the possibility to manage and follow up KPIs regarding the use of travel free meetings for Skype for Business usage. The location attribute determines if the meeting is travel free or local and are specified in the view travel free meetings.

Note: Skype for Business (On-prem) for full functionality.


Get Started

  1. Load a previous selection from history to run, optionally
    - or -
  2. Load your saved settings from saved presets to run , optionally
  3. Click run report
    • If you want to run a new selection, continue to selection and choose your values


Selection

  1. Select a conference type, conferences or peer to peer
  2. Select a period:
    1. Select a relative date
      - or -
    2. Select an interval:
      1. Select a start date
      2. Select an end date
        • Select dates in the calendar view.
  3. Select a time:
    1. Check the box all day if you want to view all day
      - or -
    2. Select an interval:
      1. Select a start time
      2. Select an end time
  4. Select a grouping, i.e. to show data grouped by day, week or month
  5. Choose how you want to make your selection
    1. To use a bag filter:
      1. Check the bag filter box
      2. Select bags:
        • Select bags in the left column and click the arrow button Icon Move Selected.png to move the selected bags to the right column
        • By using the double arrow button Icon Move All.png, you can move all bags from the left column to the right column
    2. To use a filter type:
      1. Ensure the bag filter box is unchecked
        1. To select filter type user
          1. Enter a username or part of a username in search user, to show all users leave field blank, enter * or % in the search field
          2. Click Icon Search.png
          3. The result is shown in search results
            • Select users in the left column and click the arrow button Icon Move Selected.png to move the selected users to the right column
            • By using the double arrow button Icon Move All.png, you can move all users from the left column to the right column
          - or -
        2. To select organization groups on the hierarchal organization structure, select filter type organization group
          1. Select a main group
          2. Select an organization level
          3. Select organization groups:
            • Select organization groups in the left column and click the arrow button Icon Move Selected.png to move the selected groups to the right column
            • By using the double arrow button Icon Move All.png, you can move all groups from the left column to the right column
  6. Select participant type
    • Select participants in the left column and click the arrow button Icon Move Selected.png to move the selected participants to the right column
    • By using the double arrow button Icon Move All.png, you can move all participants from the left column to the right column
  7. Select conference details
    • Select conference details in the left column and click the arrow button Icon Move Selected.png to move the selected conference details to the right column
    • By using the double arrow button Icon Move All.png, you can move all conference details from the left column to the right column
  8. Click run report


Execution

  1. Define the report format
  2. Check the show when ready box to show the report in the open view when ready


Summery

The summery section show your selected values.


Result

The graphs show:

Total meetings show the total number of meetings divided by between locations (travel free) and local.

Heading Content
Number of meetings Shows the amount of meetings divided by between locations (travel free) and local

Top travel free times show the top 5 meetings between locations (travel free) divided according to selected grouping by day, week, or month.

Heading Content
Time Shows by day, week, or moth
Number of travel free meetings Shows the amount of travel free meetings

Top travel free locations show the top 5 meetings between locations (travel free) divided by location.

Heading Content
Location Shows the location of the travel free meetings
Number of travel free meetings Shows the amount of travel free meetings

Top travel free organization groups show the top 5 meetings between locations (travel free) divided by organization groups with the most meetings.

Heading Content
Organization group Shows the organization group with at least one participant in the travel free meetings
Number of travel free meetings Shows the amount of travel free meetings

Participant type graph show meetings of the type between locations (travel free) and local meetings divided by participant type. Meetings contain at least one person of specific participant type.

Heading Content
Participant type Shows participant types with at least one person in the meetings
Local Shows the number of local meetings
Between locations (travel free) Shows the number of meetings between locations (travel free)

Organization group graph show meetings of the type between locations (travel free) and local meetings divided by organization groups with the most meetings. Meetings contain at least one person of specific organization group.

Heading Content
Organization group Shows organization groups with at least one participant in the meetings
Local Shows the number of local meetings
Between locations (travel free) Shows the number of meetings between locations (travel free)

Location graph show meetings of the type between locations (travel free) and local meetings divided by locations with the most meetings. Meetings contain at least one person of specific location.

Heading Content
Location Shows location with at least one participant in the meetings
Local Shows the number of local meetings
Between locations (travel free) Shows the number of meetings between locations (travel free)

Time graph show meetings of the type between locations (travel free) and local meetings divided by selected grouping by day, week, or month.

Heading Content
Time Shows time grouping selected by day, week, or month
Local Shows the number of local meetings
Between locations (travel free) Shows the number of meetings between locations (travel free)


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 Icon TwoList Width.png 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 Icon Favourite Report.png
  3. Select Add to favorites
    • The report is added to the favorite reports list, accessed by clicking my favorites Icon Menu Favorite.png

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 Icon Favourite Report.png
  3. Click remove from favorites
    • The report is removed from the favorite reports list in my favorites Icon Menu Favorite.png

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 Icon Save Filled.png
  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 Icon Menu Favorite.png
    • To access the saved settings, click the name of the report in my favorites Icon Menu Favorite.png, 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 Icon Save Filled.png
  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 Icon Schedule.png
  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 Icon Schedule.png
  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 Icon Schedule.png
  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 Icon Schedule.png
  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 Icon Rights.png 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 Icon Search.png
    • 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 Icon Rights.png
  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 Icon Delete.png 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