ReportParams 5109

Report - Call Distribution between Answer Groups

The report Call Distribution between Answer Groups is used for showing the volume of incoming calls for selected answer groups that are first handled by the switch board operators. The report can be used to find out if persons are giving out their direct extension number or not.

The primary input to the report is an answer group (PBX Operators in selection page) consisting of main switch board number, each operator switch board number and then the different answer groups you want to compare with each other.

The report shows both the total number of incoming calls to each answer group via the operators and the percentage of the total number of calls. As a drill-down function there is also the possibility to expand each answer group to see what extensions in each group the calls are forwarded to.

Note: A specific answer group must be created, to select in the first drop down: PBX Operators. The number of calls specified as Total Calls to Extensions (Unique) and Total Calls to Answer Groups may end up not being the same number. This is due to the fact that one extension may belong to more than one of the answer groups. This will lead to more calls in the Total Calls to Answer Groups summary.

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 PBX operators
2. Select level
3. 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

         • Select dates in the calendar view.

4. Select answer group(s)

   • Select answer groups in the left column and click the arrow button to move the selected groups to the right column
   • By using the double arrow button , you can move all answer groups from the left column to the right column

5. Select object(s)

   • Select objects in the left column and click the arrow button to move the selected objects to the right column
   • By using the double arrow button , you can move all objects from the left column to the right column

6. 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

   • If you leave the view or click show once again the report will be available in the activity panel
   • Read more about how to handle the activity panel

Summery

The summery section show your selected values.

Result

The following information is displayed in the report:

Heading	Content
Total Calls to Extension (unique)	The total number of unique calls handled by the operators and sent to selected answer groups.
Total Calls to Answer Groups	The total number of calls handled by the operators to the selected answer groups. If one extension belongs to several answer groups, one call can be counted several times.
Amount Calls	The total amount of calls to the answer group (or to the extension if drilling down) handled by the operators.
Percentage of Total	The distribution between the selected answer groups and if drilling down to extension, the distribution down to the extension in the answer group handled by the operators.

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