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Page "Articles": On the page "articles" you can define the call type you want to evaluate. Since we only want to see the business calls in this report, we only tick the box "business call".
Page "Filter Tel.": On these two pages you can define the call directions relevant for the report, the distance zones, which trunk lines the calls were made via, and the used network carrier tariff. Since we only want to look at the calls that cause costs, select "external outgoing calls" and "use all distances" as relevant call direction. You could use the distance zones to define a report that for instance only considers international calls. Leave the other filter options at their default values.
On the "Filter Tel. II" page you will find a selection of "call markers", if the use of "call markers" is enabled via the basic settings in the administration tool. A call marker can only be defined via the administration tool and is a filter for the total amount of data records. For example, one filter can be defined for calls that last longer than X seconds, and another filter for calls that are more expensive than X €. If several call markers are selected, then each one is applied individually for the total amount of data records. A combination of several call markers is thus considered an OR and not an AND of the individual filter conditions. If, in addition to the call marker filters, additional filter criteria have been defined on the page "options", the call markers filters are applied first and based on that dataset the criteria of the options page are appied.
The use of call markers is only useful in certain cases. Usually the filter options under options are sufficient. This setting is therefore not displayed in the wizard when creating a new report, but only in the properties dialog of the report when opening the report via report management window.
Page "Output": Here one can specify in which form the report is to be generated, as a PDF or CSV file, and in which way the report is to be delivered. We want the report to be sent by email to each of the departments selected in the organisation chart. We do not want to create a separate report for each department, but the report should be generated automatically for each department (each department within the organisation chart selection) and sent to the respective supervisor. A report is generated for each department via one singel report configuration. To achieve this on the page form we set the option page new on departments. You can now explicitly specify a recipient for the issue, who should receive the report, or you can set the option "to invoice recipient". If you choose this option, the report is sent to the e-mail address defined in the corresponding organisational chart element for which the report is to be created. Here it is the email address of the manager that is defined in the organisation chart elements of the departments (field "Email Address" in the property page of the organisation chart element). In this way, the reports can be sent automatically to the correct "invoice recipients". For the email body you could indicate a text file in the field "email text", whose content would be used as email text in the body of the mail. If no email subject is selected, the name of the report will be used. With the option "issue all invoice recipients in one file" we could achieve that all reports would be generated in one file again. This option only makes sense if the report is going to one recipient.
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Note that the option "delete file after sending email" should be set, unless you want to keep the PDFs on the server for other purposes. If you do not set this option you have to ensure that the files will be deleted trough some other process. |
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Page "Options": In options you can define certain conditions for individual lines – or entire pages – not to be issued or exclusively issued. We want our report to contain only lines that are relevant for cost allocation. Therefore we set the option "Do not issue line if amount is 0 or less". This ensures that calls that do not cost anything are not displayed.
Page "Schedule": In order for the report to be executed automatically, we have to activate the option "execute automatically" on the page "Schedule" and define in which cycle the report should be executed and when the next execution should start.
Page "Name": Last but not least, the report must be given a descriptive name (this is also used as email subject if no subject is explicitely is set). The field "owner" can be used to specify whether the report can be accessed by other UC-Analytics users or if it is only available for the user currently logged in. If the option "Show in Quick Launch Bar" is selected, the report appears in the quick launch bar under the corresponding group selected in the "in group" field.
Click "apply" to save the report. You can view the result as a preview by clicking the "start report" button and then "preview" - this will start the preview of the report which is displayed directly in this window.
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We leave the other fields as they are and continue with "Next >".
Seite Organigramm: wählen Sie als nächstes auf der Seite "Organigramm" das oberste Element aus. In diesem Fall werden alle Kostenstellen im Organigramm berücksichtigt. Auf welcher Organigramm-Ebene die Auswertung gemacht wird, haben Sie im ersten Dialog über das Feld "Seite neu bei" definiert.
Page organisation chart: Select the top element on the "organisation chart" page to consider all cost centres in the organisation chart. In the first dialog, using the field "page new by" you have defined which organisation chart level the report is based on.
The configuration of the page date, article, filter phone, options, execution plan and name corresponds to the configuration from the first example. Since we do not want to send this report by email, but to the Web Suite post box of the respective users, we have to make the appropriate configuration on the output page:
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The UC-Analytics WebSuite user as recipient for the report is defined through it's email address. Even the report shall not be send by email one has to use the user's email address to define him/her as the recipient. |
If no "email subject" is selected, the name of the report is used as title.
With the option "all invoice recipients in one file" we can achieve that all reports will be generated into one file again. The report would then be sent to the first recipient. This setting only makes sense if the report should be sent to one single recipient. Please note that the option "delete file after sending email" is set if you do not want to save the PDF on the server for other purposes.
After executing the report, each cost centre manager receives a message in the mailbox with the respective PDF as an attachment:
Statistic Reports
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