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The format of the import file is <customer name>; <customer phone number>. The customer telephone number does not have to be entered completely. For an assignement assignment to a customer name it is enough if the phone number matches partial, starting from left, to the customer number. For example, the telephone number "+4970217388833" in the CDR would correspond to the customer number "+49702173888". However, the best match available is always selected for the phone number resolution. |
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With the option "change by execution" it can be set that the settings on the displayed page may be changed if the report is executed via the Quick Start Bar. Background: There is a claim that only certain user groups (e.g. administrators) may create and configure reports. These reports are then released to the users via assignment to specific report groups. These users can run reports only through the quick start bar, they don't habe have access rights to open a report in the report management window. To prevent these users from having access to all configuration items, only certain configuration options can be enabled, such as changing the report period (date page).
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Page "Item": On the page "Item" 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". Equipment costs and service cost are not of interesst interest here, so we don't aktivate activate these options.
Page "Item": Depending on your programm program configuration it might be that there is a page called "Item II". On this page you can define if call independant independent costs like basic fees should be considered in the report. In this example we don't need these settings
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On the "Filter 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 appiedapplied.
In addition you can select filters based on trunk lines, used carrier and used data privacy profiles in this page.
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Page "Output": Here one can specify in which 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 single report configuration. To achieve this on the page form we set the option new page on 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 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 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 "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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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 which 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 interest here, we skip these settings. By default this kind of data is not considered in the report.
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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 explicitly 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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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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Like the accounting reports, the statistical reports can also be created and managed using the report management view. In contrast to the accounting reports, where there are basically two types of reports, (summary and detailed) statistic reports have a number of different types and subtypes. It is not quite obvious behind which type or subtype the desired report can be found. Therefore it is recommended to create the statistics using the dashboard and its templates. Read the chapter "dashboard" for more information.
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