Summary of Contents for Lucent Technologies CentreVu Version 8 Report Designer
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CentreVu Report Designer Version 8 User Guide 585-210-930 Comcode 108502196 Issue 1 December 1999...
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A reorder tone is received duce risk of toll fraud and the steps that can be taken to reduce that risk. Lucent Technologies does not warrant that this product is immune from or Canadian Department of Communications (DOC) will prevent unauthorized use of common-carrier telecommunication ser- Interference Information vices or facilities accessed through or connected to it.
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Orders, or to be put on a list to receive future issues of this document, please contact the Lucent Technologies Publications Center. Warranty Lucent Technologies provides a limited warranty on this product. Refer to the “Limited use Software License Agreement” card provided with your package.
CentreVu® Report Designer Version 8 User Guide CentreVu® Report Designer Version 8 User Guide Table of Contents Introduction ......About the Report Designer .
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CentreVu® Report Designer Version 8 User Guide Report Designer Basics ..... . . Introduction . Starting the Report Designer . Exiting the Report Designer.
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CentreVu® Report Designer Version 8 User Guide Edit | Queries ......Introduction . Defining Queries for a Report . Creating a Real-Time or Historical Query .
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CentreVu® Report Designer Version 8 User Guide Using the General Tab . 12-4 Axis Tab . 12-5 Axis Tab Options . 12-5 Using the Axis Tab . 12-7 Data Tab . 12-9 Data Tab Options . 12-9 Using the Data Tab . 12-9 Data Labels Tab.
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CentreVu® Report Designer Version 8 User Guide Format Tab Options . 13-8 Using the Format Tab . 13-9 Headers Tab . . 13-10 Headers Tab Options . 13-10 Using the Headers Tab . . 13-10 Sort Tab . . 13-11 Sort Tab Options .
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CentreVu® Report Designer Version 8 User Guide viii WHERE Clause for Selecting Rows from an ACD . 18-4 WHERE Clause for Excluding Rows of Data . 18-5 CMS Database Table Basics 18-6 Database Items 18-8 Constants . 18-9 Calculations . 18-10 Creating a Custom Data Table .
Introduction CentreVu Report Designer Version 8 User Guide About the Report Designer 1 Introduction About the Report Designer The Report Designer feature can be purchased with the Lucent CentreVu® Supervisor software. The Report Designer allows you to create reports that are tailored to your call center needs.
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Introduction CentreVu Report Designer Version 8 User Guide About the Report Designer If you create custom database tables, as described in Chapter 18, “SQL Query and CMS Database Table Basics” make sure that you name the tables with the prefix “c_.” If you do not use the c_ convention, the custom tables will not automatically be backed up.
Introduction CentreVu Report Designer Version 8 User Guide About the Report Wizard About the Report Wizard Report Wizard is a supplement to Report Designer. The Report Wizard feature delivers user assistance, by way of a wizard, to quickly and easily generate new customized reports.
Introduction CentreVu Report Designer Version 8 User Guide Contents of This Document Contents of This Document This book describes what you need to know to create new reports and to edit existing reports through the Report Designer and Report Wizard . The book is organized as follows: Chapter 1, Introduction —...
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Introduction CentreVu Report Designer Version 8 User Guide Contents of This Document Chapter 7, Edit | Queries — shows you how to edit the existing queries and create new queries for the report you are editing. The sections included in this chapter are Defining Queries for a Report, Creating a New Real-Time or Historical Query, Creating a New Integrated Query, Editing an Existing Query, Copying a Query, and Deleting a Query.
Introduction CentreVu Report Designer Version 8 User Guide Conventions Used in This Document Conventions Used in This Document The following conventions are used in this book: The instructions given in this book are based on the assumption that you are familiar with your computer and the Windows operating system, including standard Window conventions, such as using the F1 key to activate Help.
Introduction CentreVu Report Designer Version 8 User Guide Related Documents Related Documents The following documents include additional information about the CMS or Supervisor: CentreVu® Supervisor Version 8 Installation and Getting Started (585-210-928) CentreVu® CMS Release 3 Version 8 Administration (585-210-910) CentreVu®...
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Introduction CentreVu Report Designer Version 8 User Guide Related Documents...
Using the Report Wizard CentreVu Report Designer Version 8 User Guide About the Report Wizard 2 Using the Report Wizard About the Report Wizard Report Wizard is a supplement to Report Designer and is available only if you have purchased Report Designer. The Report Wizard feature delivers user assistance, by way of a wizard, to quickly and easily generate new customized reports.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide About the Report Wizard Each page of the Report Wizard contains command buttons to navigate through the wizard and command buttons that help you define your report. The following table for an explanation of these command buttons. Command Action <Back...
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide About the Report Wizard Command Action Edit Item Provides a method for editing a database item heading. Heading Preview Captures a screen shot of your report as it is currently defined.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide About the Report Wizard Report Wizard does not allow editing of a completed report. Report Wizard is designed to create new reports only. However, you can edit a completed report in Report Designer. Report Wizard does not allow reentry.
Using the Report Wizard CentreVu Report Designer Version 8 User Guide Starting the Report Wizard Starting the Report Wizard Report Wizard can be accessed only when Report Designer is activated on the CMS server and when you have the appropriate permissions to access Report Designer.
Using the Report Wizard CentreVu Report Designer Version 8 User Guide Starting the Report Wizard Report Selector To access the Report Wizard by way of the Report Selector window, do the following: Window 1. From the Commands menu (located on the CentreVu Supervisor Controller window), select the Reports...
Using the Report Wizard CentreVu Report Designer Version 8 User Guide Creating a New Report Creating a New Report When you start the Report Wizard, the Report Wizard page appears. The Report Wizard page provides a list of the tasks involved in creating a new report.
Using the Report Wizard CentreVu Report Designer Version 8 User Guide Creating a New Report To begin the creation of a new report, select the Next> button. This will advance you to the Select a Report Type page of the wizard. The Select a Report Type page is the first page of the wizard.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide Creating a New Report Historical—Reports that give information tabulated over a period of time. Historical reports display past ACD data for various agent, split/skill, trunk, trunk group, vector or VDN activities. You must select a historical report if you want to include the following data: —...
Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-10 Creating a New Report Selecting a Selecting a report layout is the second task in creating a new report. The layout determines how your data will be represented in the report. Report Report Layout layouts are in the form of charts, tables, or both.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-11 Creating a New Report If you specified a report layout that contains more than one section (for example, one table and one chart), the Selection Layout page of the wizard appears as shown on page 11.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-12 Creating a New Report If you specified a report layout that contains one section, the Selection Layout page will not appear. Instead, the Select a Data Group page will appear as shown on page 2.
Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-13 Creating a New Report Defining a Defining a report layout section(s) consists of the following tasks: Report Layout Selecting a data group Section(s) Selecting data items Selecting the chart or table format Previewing the work already done on the report (optional).
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-14 Creating a New Report The data groups available are placed in a tree view structure. There can be up to three levels of data, the last level containing the individual data groups.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-15 Creating a New Report Categories of data and sub-categories of data can be expanded (represented with a “+” sign) and collapsed (represented with a “-” sign). By default, when the Select a Data Group page of the wizard appears, one category will be expanded with one data group selected.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-16 Creating a New Report Selecting Data The Select Data Items page is where you finalize the actual data (data items and calculations) that will be displayed in your report. Data items Items Page are specific types of data stored in one of the CMS databases.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-17 Creating a New Report Both list views contain the following three elements: Icon—if the data type is alphanumeric or has a graphical representation. Synonyms that are defined for data items are in parenthesis.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-18 Creating a New Report To filter data group items, do the following: In the Display Data Group items that contain text box, enter the characters of the data items that you want Report Wizard to display. For example, if you want to list only those data group items that contain the text “logonsk,”...
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-19 Creating a New Report Accessing Definitions Report Wizard provides definitions for all the data group items listed in both list views. To see a definition for a specific data group item, do the for a Data Group Item following: 1.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-20 Creating a New Report Repositioning (Moving Report Wizard allows you to reorganize the list of data group items in the Selected Data Items list view by moving them up or down. With this Up or Down) Data feature, you can dictate the order the database group items will appear in Group Items in the...
Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-21 Creating a New Report Selecting the From the Select Table Format page in the wizard, you define the characteristics of your table layout. The default is a table in row order with Table Format grid lines.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-22 Creating a New Report Example of a row- oriented report Example of a Column Oriented Report...
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-23 Creating a New Report To choose a format for your table, do the following: 1. Select the Fill Table by Row radio button if you want your report to have a row format, or select the Fill Table by Column radio button if you want your report to have a column format.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-24 Creating a New Report The following chart formats are available to you: 2D Vertical Bar 3D Horizontal Bar 2D Stacked Area Chart Chart Bar Chart 2D Horizontal Bar 3D Vertical Stacked 2D Pie Bar Chart Chart...
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-25 Creating a New Report 3. Select the Display Data Labels check box if you want to show the data labels on your report. Report Wizard will display the data labels as either values or percentages (depending on what you have chosen in Step 1) and will be displayed above point.
Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-26 Creating a New Report Previewing the Report To preview your report, click on the Preview button. Report Wizard will display everything you have defined for your report up to this point. Exiting the Preview of To exit the previewed version of your report section, click the Exit button or the Close button in the title bar.
Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-27 Creating a New Report 4. Select the Next> button to advance to the next page. The Save Report page appears. Go to the next section, “Saving the Report,” in this chapter.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-28 Creating a New Report To save your report, do the following: 1. Enter the name of your report in the Report Name text box. When entering a name to save your new designer category report (global or private), you will be presented with one of the following three scenarios: There is no existing designer category report with the name...
Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-29 Creating a New Report 3. Select the Next> button to advance to the next page. The Finish page appears. Go to the next section, “Finishing the Report,” in this chapter.
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Using the Report Wizard CentreVu Report Designer Version 8 User Guide 2-30 Creating a New Report To run your report, do the following: 1. From the Run Report for ACD combo box, select the ACD. 2. Click on the Run Report radio button, and then select the Finish button.
Using the Report Manager CentreVu Report Designer Version 8 User Guide Introduction 3 Using the Report Manager Introduction This chapter teaches you how to use the report manager feature of the Supervisor application. The sections of the chapter are as follows: About Report Manager Viewing Report Properties Copying a Report to the Designer Category...
Using the Report Manager CentreVu Report Designer Version 8 User Guide About the Report Manager About the Report Manager The report manager is the feature of the Supervisor application that allows you to view report properties, copy reports, and access the Report Designer to edit reports or create new reports.
Using the Report Manager CentreVu Report Designer Version 8 User Guide Viewing or Changing a Report’s Properties Viewing or Changing a Report’s Properties The Report Manager gives you the ability to view report properties, such as the report name, description, owner, type, folder, category, and scope (Everyone or Only Me), and the folder the report is stored in.
Using the Report Manager CentreVu Report Designer Version 8 User Guide Copying a Report to the Designer Category Copying a Report to the Designer Category Using the Report Manager, you can copy a report from any category (Agent, Other, Queue/Agent, Split/Skill, Trunk/Trunk Group, VDN, Vector, Custom, or Designer) and folder (Real-Time, Historical, or Integrated) into the Designer category of any folder.
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Using the Report Manager CentreVu Report Designer Version 8 User Guide Copying a Report to the Designer Category To define the properties information for a copied report, complete the following steps: 6. Enter a name for your report in the Name field. The name can have up to 40 characters, including blanks.
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Using the Report Manager CentreVu Report Designer Version 8 User Guide Copying a Report to the Designer Category No other CMS user other than a user with CMS administration permissions can modify a report design you create, regardless of whether the report is accessible by all or only by you. A user with CMS administration permissions always has the ability to modify your report design, even if you make it available only to yourself.
You can use this feature to easily transport designer reports from one PC to another. If a report was created by Lucent Technologies Professional Services, only a user with CMS services permissions can copy the report. To copy a report, complete the following steps: 1.
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Using the Report Manager CentreVu Report Designer Version 8 User Guide Copying a Designer Report to a File 7. Select the File name and Folder to which you want to save the report. You can copy the report to any drive to which you have access, including the floppy (usually a:\) drive on your PC.
Using the Report Manager CentreVu Report Designer Version 8 User Guide Copying a Designer Report from a File Copying a Designer Report from a File You can use the Report Manager Copy button to copy any designer report that has been saved to a file (either on diskette or on a network drive) onto the CMS server.
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Using the Report Manager CentreVu Report Designer Version 8 User Guide 3-10 Copying a Designer Report from a File If a report with the same name already exists on the CMS server, the following window appears as shown below: Select the Overwrite the existing report radio button to replace the report that currently resides on the CMS server.
Using the Report Manager CentreVu Report Designer Version 8 User Guide 3-11 Deleting a Report from the Designer Category Deleting a Report from the Designer Category The Report Manager allows you to delete any report that resides in the Designer category except purchased reports form Professional Services. You cannot delete any of the standard CMS, CMS Custom, or standard Supervisor reports (reports that reside in the Agent, Other, Queue/Agent, Split/Skill, Trunk/Trunk Group, VDN, Vector, and Custom categories).
Using the Report Manager CentreVu Report Designer Version 8 User Guide 3-12 Opening the Report Designer Using the Edit or New Button Opening the Report Designer Using the Edit or New Button You can use the Report Manager to open the Report Designer by selecting a report from the Designer category and then clicking the Edit button, or by clicking the New button to create a new report.
Report Designer Basics CentreVu Report Designer Version 8 User Guide Introduction 4 Report Designer Basics Introduction This chapter outlines the features of the Report Designer and teaches you general use of the Report Designer. The following sections are included in this chapter: Starting the Report Designer Exiting the Report Designer Report Designer Menus...
Report Designer Basics CentreVu Report Designer Version 8 User Guide Starting the Report Designer Starting the Report Designer To access the Report Designer and to run Designer reports, you must have read and write permissions assigned for Custom Reports. These ®...
Report Designer Basics CentreVu Report Designer Version 8 User Guide Exiting the Report Designer Exiting the Report Designer You can close the Report Designer using any of the standard Windows methods: Select Exit from the Report menu. Double-click the System button. Select the Close button at the top of the window.
Report Designer Basics CentreVu Report Designer Version 8 User Guide Report Designer Menus Report Designer Menus This section details the Report Designer Design Mode window. The following picture illustrates the Report Designer Design Mode window: Maximize/Minimize/Close Title Bar Window Sizing Buttons System Menu Box Menu Bar Menu Bar...
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Report Designer Basics CentreVu Report Designer Version 8 User Guide Report Designer Menus Menu Item Action Save As Selecting Save As allows you to save the report on which you have been working with a new name or with the current name. Exit Selecting Exit closes the Report Designer without saving the changes and additions you have made to the report.
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Report Designer Basics CentreVu Report Designer Version 8 User Guide Report Designer Menus Menu Item Action Copy Selecting Copy copies the item(s) that you have selected on the report and places it on the Windows clipboard. You can copy only entire grids and entire charts. It is not possible to copy only a portion of a grid or chart.
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Report Designer Basics CentreVu Report Designer Version 8 User Guide Report Designer Menus Format From this menu, you can edit the charts, grids, and fields that appear on the report. The Format menu has the following options: Menu Item Action Chart Selecting Chart opens the Chart Format Options window.
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Report Designer Basics CentreVu Report Designer Version 8 User Guide Report Designer Menus Options From this menu, you can define whether a status bar will appear on the report and set the alignment of text fields to grids. The Options menu has the following options: Menu Item Action...
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Report Designer Basics CentreVu Report Designer Version 8 User Guide Report Designer Menus Menu Item Action Table Selecting Table opens the Table Assistant, which is where you define the contents of a table (standard CMS report presentation format) to be placed on the report. This menu item is grayed-out if no queries have been defined.
Report Designer Basics CentreVu Report Designer Version 8 User Guide 4-10 Report Designer Menus Other Attributes In addition to the available menus, the Design Mode window also makes use of the following standard Windows conventions: of the Design System Menu Box — the system menu box allows you to perform Mode Window common windows conventions, such as closing the current window or application.
Report Designer Basics CentreVu Report Designer Version 8 User Guide 4-11 Steps Required to Create a New Report Steps Required to Create a New Report The following table lists 10 tasks you need to complete to create a custom report. If you consistently do all of these tasks for each report you create, then your reports will run properly and you will be able to create them efficiently.
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Report Designer Basics CentreVu Report Designer Version 8 User Guide 4-12 Steps Required to Create a New Report Enter Report Text (Chapter 15) (optional) Enter text to provide headings for the grids and charts on the report, and to provide additional information, such as the report name.
Report Designer Basics CentreVu Report Designer Version 8 User Guide 4-13 Steps Required to Edit an Existing Report Steps Required to Edit an Existing Report The following table lists 11 tasks you need to complete to edit an exiting report in the Report Designer. If you consistently do all of these tasks for each report you want to edit, then your reports will run properly and you will be able to create them efficiently.
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Report Designer Basics CentreVu Report Designer Version 8 User Guide 4-14 Steps Required to Edit an Existing Report Define Inputs for the Report Input Window (Chapter 6) (optional) Define inputs for the report input window so that users can run the report using parameters they choose (that is, what split, agent, time, date, and so on).
Design Mode Basics CentreVu Report Designer Version 8 User Guide Introduction 5 Design Mode Basics Introduction This chapter teaches you to how to use the basic Windows features of the Report Designer Design Mode window, including: Copying an Item and Pasting the Item Into the Same Report Copying an Item from One Report and Pasting the Item Into Another Report Cutting an Item from the Report...
Design Mode Basics CentreVu Report Designer Version 8 User Guide Copying an Item and Pasting the Item Into the Same Report Copying an Item and Pasting the Item Into the Same Report You can copy an item in one report and paste the copy into the same report.
Design Mode Basics CentreVu Report Designer Version 8 User Guide Copying an Item from One Report and Pasting the Item Into Another Report Copying an Item from One Report and Pasting the Item Into Another Report You can copy items from one report to another report. To do so, complete the following steps: 1.
Design Mode Basics CentreVu Report Designer Version 8 User Guide Cutting an Item from the Report Cutting an Item from the Report Selecting Cut removes the currently selected item from the report and places it on the Windows clipboard. To cut an item from a report and place the information on the Windows clipboard, complete these steps: 1.
Design Mode Basics CentreVu Report Designer Version 8 User Guide Deleting an Item from the Report Deleting an Item from the Report Selecting Delete permanently removes the currently selected item(s) from the report. To delete an item from a report, complete the following steps: 1.
Design Mode Basics CentreVu Report Designer Version 8 User Guide Using Drag-and-Drop to Arrange Items on the Report Using Drag-and-Drop to Arrange Items on the Report You can move one or more items around on a report using the Windows drag-and-drop method.
Design Mode Basics CentreVu Report Designer Version 8 User Guide Resizing an Item on the Report Resizing an Item on the Report To resize an item on a report, complete the following steps: 1. Select the item by placing the mouse cursor over the item and clicking one time.
Design Mode Basics CentreVu Report Designer Version 8 User Guide Selecting and Moving Multiple Items on the Report Selecting and Moving Multiple Items on the Report To select multiple items on a report (for instance, to copy more than one item at a time), complete the following steps: 1.
Design Mode Basics CentreVu Report Designer Version 8 User Guide Changing the Width of a Column in a Table Changing the Width of a Column in a Table You can quickly and easily change the column widths in your table while in the design mode.
Design Mode Basics CentreVu Report Designer Version 8 User Guide 5-10 Changing the Column Headings Changing the Column Headings You can quickly and easily change the column headings in your table while in the design mode. To change a column heading, do the following: 1.
Design Mode Basics CentreVu Report Designer Version 8 User Guide 5-11 Aligning Fields Aligning Fields The Report Designer Edit menu has two new menu items: Align Controls and Undo Align Controls. You can now select multiple fields and align them according to the controls in the Align Controls dialog box.
Design Mode Basics CentreVu Report Designer Version 8 User Guide 5-12 Scale to Page Scale to Page When printing a report that is too large to fit on one page, you will be prompted with a message(s) (the number of messages will depend on how large your report is) asking if you want Report Designer’s Scale to Page function to attempt to fit your report onto one page.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Introduction 6 Edit | Inputs Introduction This chapter teaches you about report input fields and gives you instruction on how to add, delete, and edit the input fields for a Report Designer report. The sections in this chapter are as follows: About Report Input Fields Adding Input Fields to the Input Window...
Edit | Inputs CentreVu Report Designer Version 8 User Guide About Report Input Fields About Report Input Fields To run a report, you first access a Report Input window. The Report Input window gives you control over what data (which splits/skills, trunks, dates, intrahour intervals, and so on) are included in the report.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window Adding Input Fields to the Input Window Defining the type of an input field enables CMS to do the following when a user runs the report: Check that the user’s entries are valid system values and are values CMS can use to search the database tables.
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Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window 4. Repeat Step 2 until you have added all of the inputs required for the report. For this type of The user must enter the following information: input: An ACD number or name.
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Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window For this type of The user must enter the following information: input: Location ID A location ID can be assigned to either an agent or to a trunk equipment location.
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Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window For this type of The user must enter the following information: input: Time A number, including decimals, of seconds. This (duration) type applies only if your variable field asks for specific values regarding ACD performance (for example, time in AUX work, average speed of answer, or average talk time).
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Edit | Inputs CentreVu Report Designer Version 8 User Guide Adding Input Fields to the Input Window If you are defining an integrated report, you cannot and do not need to define a “Start Time” input field because the field is automatically included in the Report Input window.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Deleting Input Fields from the Input Window Deleting Input Fields from the Input Window To delete one of the inputs you have added for a report input window, complete the following steps: If a field is used in a query, the input cannot be removed until the query is removed or modified to eliminate the reference to the input.
Edit | Inputs CentreVu Report Designer Version 8 User Guide Editing the Order of Input Fields Editing the Order of Input Fields You can change the order in which input fields appear on the report input window by completing the following steps: 1.
Edit | Inputs CentreVu Report Designer Version 8 User Guide 6-10 Editing the Appearance of Input Fields Editing the Appearance of Input Fields Using the Inputs list, you can edit the name of the prompt for each input field, control whether multiple values are allowed in the input field, and define the ACD with which the input will be associated.
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Edit | Inputs CentreVu Report Designer Version 8 User Guide 6-11 Editing the Appearance of Input Fields Column Function Prompt The prompt column shows the text that will display on the report input window for this input field. You can edit the text for the prompt by selecting the cell in the table and then typing the text that you want to display.
Edit | Inputs CentreVu Report Designer Version 8 User Guide 6-12 Setting Up Inputs for a Multi-ACD Report Setting Up Inputs for a Multi-ACD Report Two types of multi-ACD reports are available: Multi-ACD reports that show data for multiple splits/skills on multiple ACDs, and Multi-ACD reports that show data for multiple VDNs on multiple ACDs.
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Edit | Inputs CentreVu Report Designer Version 8 User Guide 6-13 Setting Up Inputs for a Multi-ACD Report 7. Repeat Steps 5 and 6 three times. The Inputs table will look like this: 8. For the Split/Skill(2) prompt (line 6 of the Inputs table), use the Associated ACD drop-down list to select ACD(2) as the associated ACD.
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Edit | Inputs CentreVu Report Designer Version 8 User Guide 6-14 Setting Up Inputs for a Multi-ACD Report The Inputs table looks like this: 11. Select OK to save the inputs for this multi-ACD report.
Edit | Inputs CentreVu Report Designer Version 8 User Guide 6-15 Viewing the Input Window Viewing the Input Window You can view what the input window will look like at any point during the process of designing the report by selecting Run from the Report menu. To return to the design mode from the report input menu, select the Cancel button.
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Edit | Inputs CentreVu Report Designer Version 8 User Guide 6-16 Viewing the Input Window...
Edit | Queries CentreVu Report Designer Version 8 User Guide Introduction 7 Edit | Queries Introduction A report consists of fields, charts, and grids which display data that is retrieved from the Call Management System (CMS) database tables. The definition of what data is retrieved for a specific report is done using queries. This chapter teaches you to create queries for reports using the Query Assistant, which is accessed by selecting Query from the Edit menu.
Edit | Queries CentreVu Report Designer Version 8 User Guide Defining Queries for a Report Defining Queries for a Report To complete the definition of a report’s grids, charts, or fields, you must define the queries that select the rows of the appropriate tables in the CMS database.
Edit | Queries CentreVu Report Designer Version 8 User Guide Creating a Real-Time or Historical Query Creating a Real-Time or Historical Query To create a new query to be used in a Designer Report, complete the following steps from the Report Designer Design Mode window: 1.
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Edit | Queries CentreVu Report Designer Version 8 User Guide Creating a Real-Time or Historical Query 3. Depending on the type of report you are creating, select the Database radio button next to Real-Time or Historical. The tables that are available for the type of database (Real-Time, Historical, or Integrated) selected display.
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Edit | Queries CentreVu Report Designer Version 8 User Guide Creating a Real-Time or Historical Query 6. In either the Database Items or Calculations box, highlight the first database item or calculation that you will reference in the query. To see a definition of the database item or calculation, click on the database item or calculation and then select the Data Item definition button.
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Edit | Queries CentreVu Report Designer Version 8 User Guide Creating a Real-Time or Historical Query 9. Select the Next button. The Query Assistant “Choose functions for the SELECT items” window appears as shown below: If you are creating a query that uses Integrated Data, the steps differ from this point on.
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Edit | Queries CentreVu Report Designer Version 8 User Guide Creating a Real-Time or Historical Query ACDTIME and ACDCALLS database items and then defined a where clause of ACDTIME/ACDCALLS for a report field, CMS would display the value 101.53 (which is the highest average talk time in any single interval on 07/02/93).
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Edit | Queries CentreVu Report Designer Version 8 User Guide Creating a Real-Time or Historical Query If you are creating a Real-Time query, you must assign Functions to all of the query items, or to none of the query items. Therefore, if any one of the query items does not have an applicable aggregate function, you cannot assign an aggregate function to any of the query items.
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Edit | Queries CentreVu Report Designer Version 8 User Guide Creating a Real-Time or Historical Query If you are creating a Historical query, a Unique check box displays next to the SELECT box. Select this check box to make this query unique in the current report.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-10 Creating a Real-Time or Historical Query Item Purpose Operand1 Lists the database items and calculations that can be used in the WHERE clause. Operator Lists the standard mathematical operations that can be used in the WHERE clause.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-11 Creating a Real-Time or Historical Query If you place “or” between clauses, then either of the clauses can be true in order for CMS to retrieve the SELECT data from the table. 24.
Edit | Queries CentreVu Report Designer Version 8 User Guide 7-12 Creating an Integrated Query Creating an Integrated Query To create a new query to be used in a Designer Report, complete the following steps from the Report Designer Design Mode window: 1.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-13 Creating an Integrated Query 4. In the Table list, highlight the name of the table which includes the database items or calculations that you want to include in the query. For integrated reports, you can select one table per query.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-14 Creating an Integrated Query 9. Select the Next button. The Query Assistant “Enter the start time for this integrated query” window appears: 10. Select the Input Start Time or Select Start Time Now radio button. If you select the Select Start Time Now radio button, you need to define the time that the integrated data will always begin accumulating for this report.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-15 Creating an Integrated Query 11. Select the Next button. The Query Assistant “Select the input used to indicate the xxx for this query” window appears: On this window, you can choose the input item that will be used for the query.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-16 Creating an Integrated Query The Query Assistant “Enter a name for this query” window appears: 14. In the Name text box, type the name that you would like to assign to the query you created.
Edit | Queries CentreVu Report Designer Version 8 User Guide 7-17 Editing an Existing Real-Time or Historical Query Editing an Existing Real-Time or Historical Query To edit an existing real-time or historical query used in a Designer Report, complete the following steps from the Report Designer Design Mode window: 1.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-18 Editing an Existing Real-Time or Historical Query 4. If you would like to add database items or calculations to the Query Items list, highlight the item in the Database Items or Calculations box and then select the Add button.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-19 Editing an Existing Real-Time or Historical Query The Query Assistant “Enter the SQL WHERE criteria” window appears, as shown below: This window is where you will define the SQL “where” clauses that will be used to retrieve data for the report.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-20 Editing an Existing Real-Time or Historical Query Item Purpose Places an AND before the currently selected Operand1, button Operator, and Operand2. OR button Places an OR before the currently selected Operand1, Operator, and Operand2.
Edit | Queries CentreVu Report Designer Version 8 User Guide 7-21 Editing an Existing Integrated Query Editing an Existing Integrated Query To edit an existing integrated query used in a Designer Report, complete the following steps from the Report Designer Design Mode window: 1.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-22 Editing an Existing Integrated Query 4. In either the Database Items or Calculations box, highlight the first database item or calculation that you will reference in the query. 5. Select the Add button or double click on the item. The item is listed in the Query Items box.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-23 Editing an Existing Integrated Query The Query Assistant “Enter the start time for this integrated query” window appears: 8. Select the Input Start Time or Select Start Time Now radio button. If you select the Select Start Time Now radio button, you need to define the time that the integrated data will always begin accumulating for this report.
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Edit | Queries CentreVu Report Designer Version 8 User Guide 7-24 Editing an Existing Integrated Query The Query Assistant “Select the input used to indicate the xxx for this query” window appears: On this window, you can choose the input item that will be used for the query.
Edit | Queries CentreVu Report Designer Version 8 User Guide 7-25 Copying a Query Copying a Query To copy an existing query, complete the following steps from the Report Designer Design Mode: 1. Select Query from the Edit menu. The Query Select window appears: 2.
Edit | Queries CentreVu Report Designer Version 8 User Guide 7-26 Deleting a Query Deleting a Query To delete an existing query, complete the following steps from the Report Designer Design Mode: If you delete a query that is used in the report, the report will not run. 1.
Insert | Chart CentreVu Report Designer Version 8 User Guide Introduction 8 Insert | Chart Introduction Once you have defined queries (see Chapter 7, “Edit | Queries”) to be used for a report, you can use those queries to add a chart to your report using the Chart Assistant, which is accessed by selecting Chart from the Insert menu.
Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report Inserting a Chart on a Report If the report includes both a chart and a grid, you need to place the chart above the grid on the report. The reason for this is that, if the grid spans multiple pages when printed and the chart is below the grid on the report, then the grid will print on top of the chart.
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Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report If you are creating a chart that will use categories and series as controls on the axis, you need to verify that the first item listed on the Data on Chart box is the item that you want to use as the series for the chart.
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Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report % Axis - Causes the value axis (y-axis) to be displayed as percentages rather than as actual data values. This can be combined with the stacked check box to produce a percentage stacked chart.
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Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report In the following example, the Category (Column 1) is the Time that was selected on the input window, the Series are the Splits that were selected on the input window, and the Data is the data that was ®...
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Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report 13. Select the One Data Value per Row check box to show one line of data when multiple rows of data are retrieved in the query. When One Data Value per Row is selected, the first item listed in the Category Available Items box is the item that is used for the chart category.
Insert | Field CentreVu Report Designer Version 8 User Guide Introduction 9 Insert | Field Introduction The time or date when a report is run is not stored in any database table. The Call Management System (CMS), if requested, displays information from the start time specified by the user (for integrated and historical data).
Insert | Field CentreVu Report Designer Version 8 User Guide Using the Field Assistant “Select a field type” Window Using the Field Assistant “Select a field type” Window To use this window, complete the following steps: 1. Select Field from the Insert menu. The Field Assistant “Select a field type”...
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting an ACD Name Field on the Report Inserting an ACD Name Field on the Report Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible.
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Data Item Fields on the Report Inserting Data Item Fields on the Report Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible. Before you can insert a data item on a report, the data item must be used in a query that is associated with this report To insert data item fields on the report, complete the following steps:...
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Input Value Fields on the Report Inserting Input Value Fields on the Report Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible. To insert input value fields on the report, complete the following steps: 1.
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Report Data Start Time Field on the Report Inserting Report Data Start Time Field on the Report Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible.
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Time Report Run Field on the Report Inserting Time Report Run Field on the Report Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible.
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Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Time Report Run Field on the Report...
Insert | Table CentreVu Report Designer Version 8 User Guide 10-1 Introduction 10 Insert | Table Introduction Once you have defined queries (see Chapter 7, “Edit | Queries”) to be used for a report, you can use those queries to add a table to the report using the Table Assistant, which is accessed by selecting Table from the Insert menu.
Insert | Table CentreVu Report Designer Version 8 User Guide 10-2 Inserting a Table on the Report Inserting a Table on the Report If the report includes both a chart and a table, you need to place the chart above the table on the report. The reason for this is, if the table spans multiple pages when printed and the chart is below the table on the report, then the table will print on top of the chart.
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Insert | Table CentreVu Report Designer Version 8 User Guide 10-3 Inserting a Table on the Report 4. Select the Next button. The “Select a table layout” window appears. NOTE: Any of the options you select in Steps 5 through 10 can be changed after you have inserted the table on the report by selecting the Format |Table menu item.
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Insert | Table CentreVu Report Designer Version 8 User Guide 10-4 Inserting a Table on the Report The “Select an existing query for the Summary line on your table, or create a new one” window appears. 10. If you would like to create a new query for the summary line on this table, complete the following steps: a.
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Insert | Table CentreVu Report Designer Version 8 User Guide 10-5 Inserting a Table on the Report b. Select the name of one of the existing queries from the drop- down Queries list. 11. Select the Done button.
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Insert | Table CentreVu Report Designer Version 8 User Guide 10-6 Inserting a Table on the Report...
Insert | Text CentreVu Report Designer Version 8 User Guide 11-1 Introduction 11 Insert | Text Introduction The Report Designer allows you to include text strings (with no associated data) on your report. You will use the Text option from the Insert menu to add items such as the report name to your designer reports.
Insert | Text CentreVu Report Designer Version 8 User Guide 11-2 Inserting Text on the Report Inserting Text on the Report Do not position the text on top of any tables or charts because the table/chart will display on top of the text and the text will not be visible. To insert a text string on a report, complete these steps: 1.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-1 Introduction 12 Format | Chart Introduction The Report Designer allows you to format report charts after they have been inserted on the report. You will use the Chart option from the Format menu to edit charts on your designer reports.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-2 Formatting a Chart in a Report Formatting a Chart in a Report The changes you make to a report’s format affect only your view of the report. The changes do not affect how other CMS users see the report unless you are in Design Mode.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-3 General Tab General Tab The General tab allows you to specify several general options that apply to the chart. General Tab The following chart parameters can be changed: Options Background Color —...
Format | Chart CentreVu Report Designer Version 8 User Guide 12-4 General Tab Using the To use the General tab, complete the following steps: General Tab 1. In the Background Color box, select the Report Background, Solid, or Gradient radio button. If you select Report Background, the background of the report will default to the color you set on the Options Report Colors tab which is accessed from the Controller Tools menu.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-5 Axis Tab Axis Tab The Axis tab allows you to specify the title that will display on each axis of the chart report. Axis Tab Options The following chart parameters can be changed: Axis Display —...
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Format | Chart CentreVu Report Designer Version 8 User Guide 12-6 Axis Tab — Format: use the drop-down list to select the applicable formats for the selected category. If you would like to view all of the available formats for all types of data, select the Show All Formats check box.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-7 Axis Tab The previous example showed a report with One Data Value per Row selected. Following is an example of the same report, using the same Category item (STARTTIME), without One Data Value per Row selected.
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Format | Chart CentreVu Report Designer Version 8 User Guide 12-8 Axis Tab 4. Select the Show Value as Name check box if you would like to show the selected category as a Dictionary name. Note that this check box is available only when the selected category is an item that can be defined in the Dictionary.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-9 Data Tab Data Tab The Data tab lets you add and remove data items to be used in the chart. The available data items are the data items that are specified in the query that this chart uses.
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Format | Chart CentreVu Report Designer Version 8 User Guide 12-10 Data Tab 3. To rearrange the order in which items appear on the chart, select an item on the Data on Chart list and use the Up and Down buttons to move the item to the appropriate place on the list.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-11 Data Labels Tab Data Labels Tab The Data Labels tab allows you to define where the labels of each data point on the chart will appear and to define how the labels will be displayed.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-12 Data Labels Tab If data point labels are displayed, you can specify that they include one of the following: Value — The value of the data point appears in the label. Percent —...
Format | Chart CentreVu Report Designer Version 8 User Guide 12-13 Fonts Tab Fonts Tab The Chart Format Options Fonts tab allows you to edit the fonts of the title, data point labels, legend, axes and series labels on the chart report. Fonts Tab Fonts —...
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Format | Chart CentreVu Report Designer Version 8 User Guide 12-14 Fonts Tab 4. Select the OK button. 5. The Chart Format Options window displays. 6. Select the Apply button to make the changes and to keep the Chart Format Options window open. Select the OK button to make the changes and to close the Chart Format Options window.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-15 Legend Tab Legend Tab The Legend tab allows you to control the location of the chart legend. Legend Tab The available options on the Legend tab are as follows: Options Visible check box —...
Format | Chart CentreVu Report Designer Version 8 User Guide 12-16 Legend Tab Using the To use the Legend tab, complete the following steps: Legend Tab 1. Select the Visible check box to make the legend of the chart appear on the report.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-17 Series Labels Tab Series Labels Tab The Chart Format Options Series Labels tab is where you can edit the labels (headings) that are assigned to each data item that is used in a chart.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-18 Title Tab Title Tab The Title tab allows you to control the location of the chart title. Title Tab Options The available options on the Title tab are as follows: Visible check box —...
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Format | Chart CentreVu Report Designer Version 8 User Guide 12-19 Title Tab 3. Select the Location (Top Left, Top, Top Right, Left, Right, Bottom Left, Bottom, or Bottom Right) where you would like the title to appear on the chart. 4.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-20 Type Tab Type Tab The Type tab lets you change the chart type. Type Tab The available options on the Type tab are as follows: Options 2D and 3D — Changes the chart between 2-dimensional and 3- dimensional views.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-21 Type Tab % Axis check box — causes the value axis (y-axis) to be displayed as percentages rather than as actual data values. This can be combined with the stacked check box to produce a percentage stacked chart.
Format | Chart CentreVu Report Designer Version 8 User Guide 12-22 3D Effects Tab 3D Effects Tab The 3D Effects tab allows you to control the 3D appearance of the chart. If the current chart is a 2D chart, this tab is disabled. 3D Effects Tab The following parameters can be changed: Options...
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Format | Chart CentreVu Report Designer Version 8 User Guide 12-23 3D Effects Tab Projection — This selects one of three mathematical algorithms used to give a 3D appearance on a 2D sheet of paper or computer screen. The following values can be chosen: —...
Format | Chart CentreVu Report Designer Version 8 User Guide 12-24 3D Effects Tab Width to Height — This is a number from 5 through 2000 that represents the percentage of the chart’s height that is used to draw the chart’s width. Depth to Height —...
Format | Table CentreVu Report Designer Version 8 User Guide 13-1 Introduction 13 Format | Table Introduction The Report Designer allows you to format report tables after they have been inserted on the report. You will use the Table option from the Format menu to edit tables on your designer reports.
Format | Table CentreVu Report Designer Version 8 User Guide 13-2 Formatting a Table in a Report Formatting a Table in a Report The changes you make to a report’s format affect only your view of the report. The changes do not affect how other Supervisor users see the report.
Format | Table CentreVu Report Designer Version 8 User Guide 13-3 General Tab General Tab The General tab allows you to make format changes to a table. General Tab The following table parameters can be changed: Options Show Gridlines — This specifies whether grid lines are to be shown in the table.
Format | Table CentreVu Report Designer Version 8 User Guide 13-4 General Tab Using the To use the General tab, complete the following steps: General Tab 1. Select the Show Gridlines check box if you want the table to include lines between the columns and rows. 2.
Format | Table CentreVu Report Designer Version 8 User Guide 13-5 Data Tab Data Tab Use the Table Format Data tab to add data items to, remove data items from, and to reorganize the order of data items on the currently selected table.
Format | Table CentreVu Report Designer Version 8 User Guide 13-6 Fonts Tab Fonts Tab The Table Format Options Fonts tab allows you to edit the fonts of the data, headers, and summary information on the table report. Fonts Tab Fonts —...
Format | Table CentreVu Report Designer Version 8 User Guide 13-7 Fonts Tab Using the Fonts To change the fonts, complete the following steps: 1. Select the Choose font button next to the report item for which you would like to change the font. 2.
Format | Table CentreVu Report Designer Version 8 User Guide 13-8 Format Tab Format Tab The Table Format tab allows you to alter the format of each column that is included in the table. The Database Items that make up the columns of the table are listed in the Item column of the Table table.
Format | Table CentreVu Report Designer Version 8 User Guide 13-9 Format Tab Zeros as Blanks — Select this check box to display cells on the table that contain zeros as blank. If you do not select the check box, the cells that contain zeros will display zeros.
Format | Table CentreVu Report Designer Version 8 User Guide 13-10 Headers Tab Headers Tab The Headers tab allows you to turn table headers on and off and to edit the text that appears in each column heading of the table. Headers Tab Header Option —...
Format | Table CentreVu Report Designer Version 8 User Guide 13-11 Sort Tab Sort Tab The Sort tab allows you to specify the order in which the information on the real-time table report is displayed. Sort By Criteria Sort Order Drop-Down Lists Sort Tab Options Sort by —...
Format | Table CentreVu Report Designer Version 8 User Guide 13-12 Sort Tab Using the Sort When you are setting up display order for a report, specify the sort column (Sort By) and the sort order (Ascending or Descending). The drop-down list for the Sort By lists all of the database table and item names used in the report.
Format | Table CentreVu Report Designer Version 8 User Guide 13-13 Summary Tab Summary Tab Use the Table Format Summary tab to include or exclude summary lines from the currently select table. You can include a summary line for each query that is used in the report.
Format | Table CentreVu Report Designer Version 8 User Guide 13-14 Summary Tab Using the To include a summary line, complete the following steps: Summary Tab 1. Select the Show Summary check box. 2. Select a query from the Query box. 3.
Format | Field CentreVu Report Designer Version 8 User Guide 14-1 Introduction 14 Format | Field Introduction The Report Designer allows you to format report fields after they have been inserted on the report. You will use the Field option from the Format menu to edit fields on your designer reports.
Format | Field CentreVu Report Designer Version 8 User Guide 14-2 Field Format Window Elements Field Format Window Elements Selecting Field from the Format menu opens the Field Format Options window. The Field Format Options window is where you will choose the formats for fields defined in queries.
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Format | Field CentreVu Report Designer Version 8 User Guide 14-3 Field Format Window Elements Format — Use the drop-down list to select the format which you would like the value to be displayed. Show Value as Name — Shows the field as name. Font box —...
Format | Field CentreVu Report Designer Version 8 User Guide 14-4 Using the Field Format Options Window Using the Field Format Options Window To format a field on your report, complete the following steps: 1. Select the field on the report. 2.
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Format | Field CentreVu Report Designer Version 8 User Guide 14-5 Using the Field Format Options Window c. Select the Show Value as Name check box if you are editing a field that displays a CMS entity (split/skill, agent, and so on) that can be named in the Dictionary and you would like the Dictionary name for the field to display instead of the number.
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Format | Field CentreVu Report Designer Version 8 User Guide 14-6 Using the Field Format Options Window...
Format | Text CentreVu Report Designer Version 8 User Guide 15-1 Introduction 15 Format | Text Introduction The Report Designer allows you to format the font style and size of text that appears on a report. You will use the Text option from the Format menu to edit text on a report.
Format | Text CentreVu Report Designer Version 8 User Guide 15-2 Text Format Options Window Elements Text Format Options Window Elements Selecting Text from the Format menu when a text item on the report is selected opens the Text Format Options window. The Text Format Options window allows you to change the font display characteristics for the selected text.
Format | Text CentreVu Report Designer Version 8 User Guide 15-3 Formatting Text on the Report Formatting Text on the Report To format text on a report, complete these steps: 1. Select the text on the report. 2. Select Text from the Format menu. The Insert Text window appears: 3.
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Format | Text CentreVu Report Designer Version 8 User Guide 15-4 Formatting Text on the Report...
Error Messages CentreVu Report Designer Version 8 User Guide 16-1 Introduction 16 Error Messages Introduction This chapter describes the kinds of error messages that Report Designer displays and tells you what to do when error messages appear. Test design error messages are divided into three categories: Phase 1 Error Messages Phase 2 Historical Report Error Messages Phase 2 Real-Time Report Error Messages.
Error Messages CentreVu Report Designer Version 8 User Guide 16-2 Phase 1 Error Messages Phase 1 Error Messages This section contains Phase 1 error messages. The following table lists the messages alphabetically, and includes a cause and a recommended solution for each message. Message: $<variable name>...
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Error Messages CentreVu Report Designer Version 8 User Guide 16-3 Phase 1 Error Messages Cause: CentreVu CMS cannot test the row search criteria while data collection is off. Solution: Turn data collection on and rerun test of report design. Message: CMS system error - Too much data retrieved - try a more restrictive search Cause:...
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Error Messages CentreVu Report Designer Version 8 User Guide 16-4 Phase 1 Error Messages Solution: Remove the keyword MIN from the row search criteria. Message: keyword SUM invalid in where clause. Cause: You cannot use the keyword SUM in a row search criteria. Solution: Remove the keyword SUM from the row search criteria.
Error Messages CentreVu Report Designer Version 8 User Guide 16-5 Phase 2 Historical Report Error Codes Phase 2 Historical Report Error Codes This section contains the INFORMIX error codes most likely to appear for CentreVu CMS historical reports. Each code includes a description of the error and the recommended corrective action.
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Error Messages CentreVu Report Designer Version 8 User Guide 16-6 Phase 2 Historical Report Error Codes Error Description/Solution Solution: Check the spelling of the table name in your statement. Description: Column column-name not found in any table in the query. Solution: Correct the spelling of the database item and ensure that the item exists in the database table.
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Error Messages CentreVu Report Designer Version 8 User Guide 16-7 Phase 2 Historical Report Error Codes Error Description/Solution Solution: Check that all quoted strings are properly terminated with a quote. Description: A subquery has not returned exactly one value. Solution: Check data for the subquery. Restructure the subquery by adding more components in the ”WHERE”...
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Error Messages CentreVu Report Designer Version 8 User Guide 16-8 Phase 2 Historical Report Error Codes Error Description/Solution Description: The total size of the GROUP BY columns exceeds 120 characters. Solution: The total number of characters in all columns listed in the GROUP BY list exceeds 120 characters.
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Error Messages CentreVu Report Designer Version 8 User Guide 16-9 Phase 2 Historical Report Error Codes Error Description/Solution Description: A database item in a field/bar does not exist in the table specified in the field’s row search ID. Solution: Check the Select statement that has the error. The database item that does not exist in the table will be marked with a circumflex (^).
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Error Messages CentreVu Report Designer Version 8 User Guide 16-10 Phase 2 Historical Report Error Codes Error Description/Solution 1206 Description: Invalid day in date. Solution: Days must be represented as the number of the day (01 through 31). Check the value entered in the date field. 1226 Description: Decimal or money value exceeds maximum precision.
Error Messages CentreVu Report Designer Version 8 User Guide 16-11 Phase 2 Real-Time Report Error Codes Phase 2 Real-Time Report Error Codes This section contains the Real-Time Database Manager error codes. Each code includes a description of the error and a recommended solution.
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Error Messages CentreVu Report Designer Version 8 User Guide 16-12 Phase 2 Real-Time Report Error Codes Error Description/Solution Description: A mixture of aggregates and nonaggregates are being selected, and this is not allowed in real-time reports. (This error code can also mean mismatched types in comparison.) Solution: Create two identical row search conditions, and apply one to the aggregate columns and one to the...
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Error Messages CentreVu Report Designer Version 8 User Guide 16-13 Phase 2 Real-Time Report Error Codes Error Description/Solution Description: Memory allocation error. Solution: Check the error logs. Description: Query cannot select more than one table. Solution: Check the error logs.
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Error Messages CentreVu Report Designer Version 8 User Guide 16-14 Phase 2 Real-Time Report Error Codes...
CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-1 Introduction ® 17 How CentreVu CMS Stores and Retrieves Data Introduction The most important and difficult part of designing a report is defining the data that goes in the report.
CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-2 How CentreVu CMS Stores Data How CentreVu CMS Stores Data CentreVu CMS stores data in the CentreVu CMS database. The database is divided into 52 different tables. A table is an array of columns and rows that stores data for a type of ACD element (split/skill, agent, trunk, trunk group, VDN, vector, call work code, forecasting, agent trace, call records, or exceptions) and for a specific time frame (for the current...
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CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-3 How CentreVu CMS Stores Data The following figure shows how a small piece of the Historical Intrahour Interval Split table looks. SPLIT ABANDONS ROWDATE ABNTIME ACDCALLS ACDTIME STARTTIME...
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CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-4 How CentreVu CMS Stores Data Each row in a table contains data that is related by the value(s) of one or more of the columns. For example, each row in the Current Interval Agent table contains data related by agent login ID.
CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-5 How CentreVu CMS Retrieves Data How CentreVu CMS Retrieves Data CentreVu CMS retrieves data from the database based on three types of information you supply when you design a report: The name of the table The database items in the table The rows of data in the table.
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CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-6 How CentreVu CMS Retrieves Data WORKMODE ACDTIME SPLIT ACDCALLS LOGID EXTENSION ....
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CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-7 How CentreVu CMS Retrieves Data WORKMODE ACDTIME SPLIT ACDCALLS LOGID EXTENSION 1001 3201 1002 4440 Rows where 1003 3002 1004 3003 SPLIT 1005 4003 1006 5671 1007 7835...
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CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-8 How CentreVu CMS Retrieves Data Actually, when you design a report, you normally set up the row selection so that the users running the report can choose the rows in the report’s input window.
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CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-9 How CentreVu CMS Retrieves Data SPLIT ABANDONS ROWDATE ABNTIME ACDCALLS ACDTIME STARTTIME ....
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CentreVu Report Designer Version 8 User Guide How CentreVu® CMS Stores and Retrieves Data 17-10 How CentreVu CMS Retrieves Data CentreVu CMS then finds the appropriate rows of data (see the boxed rows in the following figure). SPLIT ABANDONS ROWDATE ABNTIME ACDCALLS ACDTIME...
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-1 Introduction 18 SQL Query and CMS Database Table Basics Introduction The Call Management System (CMS) is a relational database that is made of a series of database tables. The tables are made up of rows of database items and columns of data.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-2 About SQL Queries About SQL Queries Reports use SQL queries to retrieve specific data from the database tables. You can create and edit queries using the Edit | Queries feature of the Report Designer.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-3 About SQL Queries When you run the report, CentreVu® CMS finds the row in the table (see the following figure) for Split 5 and fills in the report fields with data from that row (in bold in the figure).
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-4 About SQL Queries Multiple WHERE To put two or more clauses in a statement, use and or or. Use and to define two or more clauses where CentreVu CMS finds only rows that Clauses meet all conditions.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-5 About SQL Queries WHERE Clause If you want to exclude Split 5 from the report, but include all other splits, you might enter a WHERE clause as follows: for Excluding Select rows where: SPLIT != 5 Rows of Data...
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-6 CMS Database Table Basics CMS Database Table Basics The CMS database is a relational database that consists of a series of database tables. The tables are made up of rows of database items and columns of data.
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-7 CMS Database Table Basics Name Data Stored hsplit Split/Skill data for each intrahour interval. dsplit Split/Skill data summarized by day. wsplit Split/Skill data summarized by week. msplit Split/Skill data summarized by month.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-9 CMS Database Table Basics Event counts (for example, ACDCALLS, INTERFLOWCALLS, , and so on) ABNCALLS For real-time and agent trace reports, current state data (for example, WORKMODE, DURATION, NUMINUSE, and so on).
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-10 CMS Database Table Basics Using constants makes sense only if you have a fixed value that you want to use under one or both of the following conditions: The constant is a value that you will use in a number of different custom reports (for example, an average wage rate).
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-11 CMS Database Table Basics Calculation names A calculation name is a name, as defined in the Dictionary subsystem, that can substitute for the actual calculation. The calculation name can be a standard name (used in standard reports) or a name you define.
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-12 CMS Database Table Basics Data from More A calculation can merge data from more than one table in a report field. Than One Table For example, you may want the percentage of a split’s ACD calls that an agent handled in a day.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-13 Creating a Custom Data Table Creating a Custom Data Table The section of the CentreVu Call Management System ( CentreVu CMS) database that stores historical ACD data uses the INFORMIX SQL Relational Database Management System.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-14 Creating a Custom Data Table The CentreVu CMS supports only the following INFORMIX data types: • SQLSMFLOAT • SQLFLOAT • SQLMONEY • SQLDECIMAL • SQLSMINT •...
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-15 Creating a Custom Data Table Step 2: Build the In INFORMIX , you can select menu items in one of two ways: Table Use the arrow keys ( ) to move the cursor to the menu option.
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-16 Creating a Custom Data Table 2f. Type a name of up to 18 The Add Type screen characters for the column appears. you are adding. If desired, you can use names of standard CentreVu CMS database items only if you...
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-17 Creating a Custom Data Table Interval The Interval data type is not supported by CMS. An interval column allows you to specify an interval qualifier of year, month, day, hour, or minute. Money The Money data type is not supported by CMS.
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-18 Creating a Custom Data Table Prompt What to Do DUPLICATES Enter y if you want to allow the column to contain the same value in different rows. For example, if the column were to contain the last names of people, you would probably want to allow multiple entries (because, for example, you might have...
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-19 Creating a Custom Data Table When you have added all The Create Table menu columns, press the appears. Return key until the Create Table screen appears. Select Exit.
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-20 Creating a Custom Data Table Enter the name of the table The Table-selection- you want to enter data for, complete menu appears. and press Return Select Table- The screen form specification was...
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-21 Creating a Custom Data Table To design a report that uses data from the table, you must also enter the column names (database items) in the Dictionary: Database Item: Custom Items window.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-22 Modifying a Table Modifying a Table Use the following steps to add, change, or delete columns in an existing table. On the INFORMIX Main The Select Database Menu, select Table.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-23 Modifying a Table Changing a Column The MODIFY NAME Select Modify to change a column. screen appears. Use the arrow keys to select a field to change. Press the key when you The ALTER TABLE menu...
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-24 Modifying a Table Changing Data in Use the following steps to add, change, or delete data in an existing table. a Table On the INFORMIX Main The FORM menu appears.
SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-25 Modifying a Table Select Update, and press The Update screen key. appears. Return Use the arrow keys to move The PERFORM menu the cursor to the data you reappears.
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SQL Query and CMS Database Table Basics CentreVu Report Designer Version 8 User Guide 18-26 Modifying a Table...
Using the Report Designer - Examples CentreVu Report Designer Version 8 User Guide General Information A Using the Report Designer - Examples General Information This appendix provides step-by-step instructions on creating a commonly used report with Report Designer and step-by-step instructions on modifying an existing report.
Using the Report Designer - Examples CentreVu Report Designer Version 8 User Guide General Information 11. Select the Next button. The Query Assistant (Enter the start time for this integrated query.) window appears. 12. Select the Input Start Time radio button, and then select the Next button.
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Using the Report Designer - Examples CentreVu Report Designer Version 8 User Guide General Information 2. In the Category list, select Designer. 3. In the Report list, select the report you just created, and then select the Edit button. Create a Second Query: 4.
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Using the Report Designer - Examples CentreVu Report Designer Version 8 User Guide General Information 17. In the Report list, select the report you just created, and then select the Edit button. 18. From the Insert menu, select Table. The Table Assistant (Select a query and associated database items for the grid.) window appears.
Database Items and Calculations CentreVu Report Designer Version 8 User Guide General Information B Database Items and Calculations General Information ® Please refer to the CentreVu Call Management System R3V8 Database Items and Calculations document, 585-210-939, for full descriptions of the database items and calculations avaialable through the CentreVu Call Management System (CMS).
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Database Items and Calculations CentreVu Report Designer Version 8 User Guide General Information...
Index CentreVu® CMS R3V8 Upgrades and Migration IN-1 Index Symbols Associated ACD ....6-11 Available Data ....12-9, 13-5 .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-2 Charts, Formatting (continued) Copying a Designer Report to a File ..3-7 Axis Tab....12-5 Copying a Query .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-3 Data Labels Tab (continued) dvdn ......18-7 Percent ....12-12 dvector .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-4 Error Messages (continued) Fixed Rows ....13-3 Historical ....16-5 Folder .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-5 Hardcoded Values ....18-3 Input Fields (continued) hcwc ..... . . 18-7 Trunk state .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-6 Legend Tab ....12-15 Operators (continued) Location ....12-15 Relational .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-7 Querier, Editing (continued) Resizing Items....5-7 Enter the start time for this integrated query Retrieve Data .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-8 Status Bar..... .4-8 Tables, Formatting (continued) Step 1 Horizontal....13-3 Access the Define Input Window .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-9 Using the Sort Tab ....13-12 Using the Summary Tab ... . 13-14 Using the Title Tab .
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Index CentreVu® CMS R3V8 Upgrades and Migration IN-10...
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585-210-930 Issue 1 Date: December 1999 Lucent Technologies welcomes your feedback on this document. Your comments are of great value in helping us to improve our documentation. 1. Please rate the effectiveness of this document in the following areas: Excellent...
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