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Page "Item": Depending on your programm configuration it might be that there is a page called "Item II". On this page you can define if call independant costs like basic fees should be considered in the report. In this example we don't need these settings
Page "Filter TelTelephony.": 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 the filter "external outgoing calls" and "use all distances" as relevant call directiondistance zones". 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. Telephony 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
In addition you can select filters based on trunk lines, used carrier and used data privacy profiles in this page.
These filter options are useful in certain special cases but in most cases not needed. 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 format the report result 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 new page newon departments . (level 2). You can now explicitly specify a recipient for the issue, who should receive the report, or you can set the option "to invoice list 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 of level 2). 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 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 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.
Pages "Options II": Here you could define some special filter options based on the additional text attributes of the subscriber (e.g. include only subscribers for wich the attribute "additional text #3" is equal to "basic tariff"). Another option is to filter the recipients of the reports by some subscriber attributes.
Pages "Provider Import": On that pages you can specify some filter options that are relevant if you have included data from imported invoices. Since this is not of interesst here, we skip these settings. By default this kind of data is not considered in the report.
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.
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