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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 save 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. |
Ausgabedatei
Export or Output file
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The export/output file is stored encrypted on the server, under "RPCFiles" of UC-Analytics in the program directory. You can download or view them exclusively via the UC-Analytics file manager (if you have the necessary authorisation). |
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Seite Optionen: Auf der Seite "Optionen" können Sie bestimmte Bedingungen definieren, für die einzelne Zeilen oder ganze Seiten im Report nicht ausgegeben werden sollen. Wir wollen, dass unser Report nur Zeilen enthält, die für die Kostenweiterverrechnung relevant sind. Deshalb setzen wir die Option "Zeile nicht ausgeben bei Betrag kleiner/gleich 0". Dies sorgt dafür, dass Gespräche die nichts kosten nicht angezeigt werden.
Page options: In options you can define certain conditions for individual lines – or entire pages – not to be 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.
Seite Ausführung planen: Damit der Report automatisch ausgeführt wird, müssen wir auf der Seite "Ausführung planen" die Option "Automatisch ausführen" aktivieren und definieren in welchem Zyklus die Auswertung ausgeführt werden soll und wann die nächste Ausführung starten soll.
Page plan execution: In order for the report to be executed automatically, we have to activate the option "execute automatically" on the page plan execution and define in which cycle the report should be executed and when the next execution should start.
Seite Name: Zu guter Letzt muss noch ein sprechender Name für die Auswertung vergeben werden (dieser wird auch als Betreff für den Email Versandt verwendet). Über das Feld "Besitzer" kann festgelegt werden, ob dieser Report auch von anderen UC-Analytics Anwendern verwendet werden kann oder ob er nur für den aktuell angemeldeten Anwender zur Verfügung steht. Wählt man die Option "In Schnellstartleiste anzeigen" erscheint die Auswertung in der Schnellstartleiste unter der entsprechenden Gruppe die im Feld "In Gruppe" ausgewählt wurde..
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This ensures that only persons with the appropriate user rights can open this files even if unauthorized persons have access to the file system of the UC-Analytics server (e.g. IT administrators). |
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 -titlesubject 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 barQuick Launch Bar" is selected, the report appears in the quick launch bar under the corresponding group selected in the "in group" field.Mit "Übernehmen" werden die Auswertung gespeichert und Sie können das Resultat als Vorschau betrachten indem Sie über den Button "Auswertung starten" die "Bildschirmvorschau" starten. Darüber wird der Report als Vorschau ausgeführt und in diesem Fenster angezeigt, 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 “screen preview”. The report is issued as a preview and displayed in this window.Wenn Sie nachträglich die Konfiguration der Auswertung ändern möchten, können Sie dies tun indem Sie in der Auswertungsverwaltung über Kontextmenü auf "Eigenschaften" gehen oder per Doppel-Klick auf die Auswertung in der Liste direkt das Eigenschaftsfenster öffnenpreview of the report which is displayed directly in this window.
If you want to change the configuration of the report afterwards, you can do this by going to "properties" in the report management via the context menu or by double-clicking the report in the list, to open the properties window directly.Eingeschaftsfenster enthält mehr Optionen
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If you open the properties window of a report, you will find additional configuration options. These options are necessary for special applications only, and are therefore not included in the wizard for creating new reports. |
Beispiel 2: Summen der Dienstgespräche für jeden Teilnehmer pro Kostenstelle, Bereitstellung per WebSuite Postfach
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