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Any types of reports can be created, managed and executed via the tile reports:
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The report management view shows all reports in a list including information about the type, the owner, the creation date and the date of last modification. Using the context menu, you can open a report configuration and change its parameters, create a duplicate, use the report as a template for a new report, delete or execute the report.
The Possibilities to execute and automatically distribute Reports
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If you want a report to be executed automatically, you must first specify a time scheme in the report configuration on the "automatic Schedule execution" property page. On the one hand, define when and in what time intervals the report is to be executed and, on the other hand, define the format for the output on the "outputOutput" page. Both configuration options are described in detail in the following sections.
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Go to the report management view and click on the "+" symbol in the toolbar, and then select "accounting report".
A wizard for the configuration of the new report will open. On the first page "Form", the field "contents of the lines" is used to define whether the report should be a total or detailed report. Have a look to the preview to see what the report will look like with the parameters defined on this page. The selected form is important here. The form is used to define both the table contents (column fields) and the layout (header and footer) of the report. The UC-Analytics is delivered including a number of ready-made forms. See if you can find a suitable form. If not, it is possible to modify an existing form or to create a new form from scratch. To do this, the Form Editor can be used in the administrator tool.
First of all, within the field "contents of the linesrows" choose whether it should be a total or a detailed report. For the total reports, you define the basis on which the total is to be calculated (organisational chart level, target number, distance zone):
From "sums total companySum Company" to "sums classifiersSums Classifiers" the totals are based on the organisation chart levels. For instance, totals per department. By "sums zoneSums Zone/businessService", the number of calls to the individual zones (city, near-distant, international ...) is added up. By "sums of customer numbers", a sum is calculated and displayed for each external customer telephone number. In order to form totals per customer number, the customer numbers and the customer names must be made known via an import file. If you have selected the option "sums of customer numbers ", you also specify the import file on this page.
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