Queried

Queried reports or historical reports are useful for after the fact analysis of your calls. These reports are based on the CDR table, the CPM table, and the Summary table included in the CDRv5 Database. Queried reports provide a wide variety of information on calls, callers, and call center agents. These topics are covered in more detail in each specific reports description.

Real Time

Real time reports are useful for current activity monitoring. These reports are based on real time CDRs and CPMs coming from your communications network. Real time reports provide detailed or summary information as calls occur, including information on calls in progress.

Trending

Trending reports provide a graphical view on calls and caller statistics over a continuous time period. They can be displayed in various standard intervals from minutes to monthly. Trending reports are based on the CDR records.

Number of callers is based on unique originating number during the defined interval. The "Callers Complete" and "Callers Incomplete" categories are based on the call completion status of the last call performed by a given caller during the defined interval. In other words, if a given originating number called three times during the interval - say hourly -, the three calls will be counted as one in the "Total Callers" count. If the third CDR during that hour has a CMP (Complete) call status, then this caller will be counted as "Callers Complete". Otherwise, it will be counted as "Callers Incomplete".

Creating a New Report

Navigate to "Reports > New Report Specifications" to go to the specifications page.


This page is also automatically selected after a successful login. The report creation sequence requires three basic steps:

• Selection of a "Report Type". Queried, Real-time or Trending
• Selection of a "Record Type". This determines the source of the data selection (CDRv5 Database table). Each source has its advantages which are described under the specific report type topics.
• Selection of a "Report Category". Each combination for the previous choice supports a specific report category. Each report category is described under its specific topic.
• The "Report Options" provide viewing and selection options for the selected report category. The defaults depend on the report category.
• The "Report Data Filter" provides query specifications to reports only on records matching the given filter criteria. The default is "select all".
• The "Report Name" provides a user-friendly name that will be used to save the file or to show in the report caption on the GUI. The default name consists of the report type, report category and the current timestamp.
• The "View Report Specifications" shows the complete set of specifications. You can view these specifications before proceeding with the report creation.
• The "Create Report" function will create the report. Depending on the report type, it will query the database, save into a local report file, establish the necessary connection and display the report on the proper page of the CDRv5 Client application.

GUI Organization for Reports

Navigate to the report type (queried, real-time, trending) tab sheet on the right side of the working area. Once you select the report type, all open reports of that type are listed in tabs on top of the page. The "grab-hand" icon reminds you that you can drag the report out of the work area into its own window. This way you can view multiple reports at the same time. You can dock the report back using the docking edge.

Using Report Specifications

You can view the Quick Help content using WordPad. Right-click and select "View using WordPad". The WordPad window will stay until you manually close it. Even if the context changes, the WordPad window will be fixed (unlike the integrated Quick Help panel).

Alternatively, you can use the three icons located on top of the "New Report Specifications" to perform the "new", "open" and "save" functions.


Closing a Report

To close a report, click on the ‘Close’ icon located on the top right of the report panel.

If the report is dragged out of the working area, you can either click the ‘Close’ icon , or the ‘X’ on the top right of the floating window.