Lucent Technologies CentreVu Call Management System Custom Reports Manual

							  Advanced Report Design CentreVu CMS Custom Reports
Creating a Custom Data Table6-11
Step 3: Add 
Data to the 
Ta b l e
6
To help you add data to the table, you must first create a data entry form 
associated with your table. For more information about forms, see “Creating 
Your Own Forms” in the 
INFORMIX-SQL Relational Database Management 
System User Guide
. For more information about adding data, see “Entering 
Data,” in the same document.
3a.On the Main Menu, select FORM.®
The FORM menu appears.
FORM: Run Modify Generate New Compile Drop Exit
Use a form to enter data or query a database.
----------------- cms ----------------- Press CTRL-W for Help --------
3b.Select GENERATE.®The GENERATE FORM 
screen appears.
GENERATE FORM >>
Enter the name you want to assign to the form, then press Return.
----------------- cms ----------------- Press CTRL-W for Help --------
3c.Enter a name (up to ten 
characters) for the form 
associated with your table. (If 
possible, use the same name as 
the table you created.) Press 
.®The CHOOSE TABLE 
screen appears.
Return
 
CHOOSE TABLE >> c_workcode
Choose the table to be used in the default form.
----------------- cms ----------------- Press CTRL-W for Help --------
workcode 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Creating a Custom Data Table6-12
3d.Enter the name of the table you 
want to enter data for, and press 
.®The Table-selection-
complete
 menu appears.
Return
GENERATE FORM: Table-selection-complete Select-more-tables Exit
Continue creating a default form with the selected tables.
----------------- cms ----------------- Press CTRL-W for Help --------
3e.Select Table-selection-
complete.®The screen form 
specification was 
successfully compiled 
appears when processing 
of the form is complete, then 
the FORM menu appears.
3f.Select Run.®The RUN FORM window 
displays the table you 
selected.
 
RUN FORM >>
Choose a form with Arrow keys, or enter a name, and press Return.
----------------- cms ----------------- Press CTRL-W for Help --------
workcode
3g.Press the   key. ®The PERFORM menu 
appears.Return
 
PERFORM: Query Next Previous View Add Update Remove Table Screen...
Searches the active database table. ** 1: c_workcode table**
cwc [ ]
price [ ] 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Creating a Custom Data Table6-13
3h.Select Add.®
The cursor moves to the first 
column in the table.
3i.Enter data for the first column of the 
table, and press the   key. ®The cursor moves to the 
next column.
NoteIf you get an error message, you may have entered data in the wrong 
format.
3j.Repeat Step 3i for each column.
3k.Press the   key to save the row 
of data. ®Row added 
appears. The 
row of data has been added 
to the table and saved.
3l.Repeat Steps 3h through 3k for 
each row of data you want to add.
3m
.Ty p e e (for Exit) three times to exit 
INFORMIX.®
The UNIX prompt appears.
3n.Press   . ®The CentreVu CMS 
windows and menus that 
were displayed before you 
accessed UNIX reappear.
NoteTo design a custom report that uses data from the table, you must 
also enter the column names (database items) in the Dictionary: 
Database Item: Custom Items window.
CautionCentreVu CMS does not automatically check the database for disk 
space used by data in custom tables. As a result, you can 
inadvertently fill up your disk with custom data. When this happens, 
you can lose or damage custom data and ACD data. Therefore, if 
you create custom data tables, be careful to regularly check the 
amount of disk space available. See the 
CentreVuä CMS R3V5 
Administration (
585-215-820) document for more information on 
disk storage.
Return
Esc
CtrlB 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Creating a Custom Data Table6-14
Modifying a 
Ta b l e
6
Use the following steps to add, change, or delete columns in an existing 
table.
Adding a 
Column
6
Changing a 
Column
6
Deleting a 
Column
6
1.On the INFORMIX Main Menu, 
select Table.®The Select Database 
screen appears.
2.Press the   key.®The TABLE menu appears.
3.Select Alter.®The ALTER TABLE screen 
appears. A list of existing 
tables also appears.
4.Enter the name of the table you 
want to change, and press  . ®The ALTER TABLE menu 
appears.
Return
Return
1.Select Add to add a new column.®The ADD NAME screen 
appears.
2.Complete the fields for the new 
column.
3.Press the   key when you have 
finished adding the column(s), and 
go to Step 3 of “Deleting a Column.”®
The ALTER TABLE menu 
appears.Del
1.Select Modify to change a 
column.®The MODIFY NAME 
screen appears.
2.Use the arrow keys to select a field 
to change.
3.Press the   key when you have 
finished changing the column(s), 
and go to Step 3 of “Deleting a 
Column” in this section.®
The ALTER TABLE menu 
appears.Del
1.To delete a column, use the arrow 
keys to move the cursor to the 
column. Select Drop.®The REMOVE screen 
appears. 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Creating a Custom Data Table6-15
2.Select YES to remove the column.®
The column disappears, and 
the ALTER TABLE menu 
appears.
3.At the ALTER TABLE menu, 
select Exit when you are finished 
changing the table.®The Build-new-table menu 
appears.
4.Select Build-new-table to 
save your changes. Select 
Discard-new-table to ignore 
your changes.
NoteIf you change columns in a table, then you may have to rebuild the 
form assigned to the table. 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Creating a Custom Data Table6-16
Changing Data 
in a Table
6
Use the following steps to add, change, or delete data in an existing table.
Adding Rows of 
Data to a Table
6
1.On the INFORMIX Main Menu, 
select Form.®The FORM menu appears.
2.Select Run.®The RUN FORM screen and 
a list of forms appear.
3.Enter the name of a form, and press 
. ®The PERFORM menu 
appears.
Return
1.Select Add to add rows of data.®The tables column fields 
appear with the cursor in the 
first field.
2.Enter data in the fields. Use   
or   to move between fields.
3.Press   when you have added a 
row of data.®
The PERFORM menu 
reappears. The message
 
Row added 
also appears.
Return
Tab
Esc 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Creating a Custom Data Table6-17
Changing Rows 
of Data in a 
Ta b l e
6
Deleting Rows 
of Data From a 
Ta b l e
6
1.To change data in a row, display the 
data you want to change. 
To do this, select Query.®The tables column fields 
appear, with the cursor 
resting in the first field.
2.Enter data in a column you want to 
search on, and press  .®The column fields fill with 
data for that row.
3.Select Update, and press the 
 key.®The Update screen 
appears.
4.Use the arrow keys to move the 
cursor to the data you want to 
change. Overtype the data, and 
press .®The PERFORM menu 
reappears. The message
 
This row has been 
changed
 also appears.
Esc
Return
Esc
1.To delete a row of data, repeat 
Steps 1 and 2 of “Changing Rows 
of Data in a Table” in this section. 
Press .®
The PERFORM menu 
reappears.
2.Select Remove.®The REMOVE ROW 
screen appears.
3.Select YES to delete the row.®The row of data disappears. 
The message
 Row 
deleted 
appears.
Esc 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Including Forecast Data in a Custom Report6-18
Including Forecast Data in a Custom Report6
For historical custom reports only, you can design reports that include 
current day forecast data. Only current day forecast data is available for 
custom reports because it is the only forecast data saved in the 
CentreVuCMS database.
The steps for creating a custom report with forecast data are almost identical 
to the steps for creating any other custom report. As with any other type of 
data, you must specify the database item(s), the table(s), the row search 
conditions, and the report input fields.
However, there are two differences:
1. You cannot copy a standard current day forecast report on the Screen 
Painter. The Current Day Forecast does not appear if you select List 
all in the Get Copy of Design window.
2.
CentreVu CMS stores current day forecast data in two separate tables:
f_cdayThis table primarily contains forecast 
administrative data entered in the Current Day 
Configuration window.
f_cdayrepThis table contains the agent positions required 
and forecast calls carried data, as well as 
objectives entered in the Call Handling Profiles 
window.
See the 
CentreVu CMS R3V8 Database Items and Calculations (585-210-
939) for a complete list of the database items these tables contain. See the 
CentreVuä CMS R3V5 Forecast (585-215-825) document for more 
information about Forecasting.
If you were to design a very abbreviated version of the current day forecast 
report, the design might look something like that shown in Figure 6-1
.
NoteForecasting is a separately purchased feature of CentreVu CMS. If 
you have not purchased Forecasting, you cannot run forecasts and, 
therefore, cannot include forecast data in a custom report. 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Including Forecast Data in a Custom Report6-19
Figure 6-1:  Sample Forecast Report Design
In the report in Figure 6-1
, Row Search ID 0 is assigned to the Time, 
Forecast Calls Carried, and Number Agent Req’d fields. The 
conditions for Row Search ID 0 might be as follows:
Figure 6-2:  Row Search Conditions for Forecast Data — Sample 1
 
04/19/95 00:30 AM CentreVu(TM) CMS Windows: 2 of 5 ^ 
Custom Reports: Screen Painter: split status: Hist
Add highlights
Bar
Copy block
Define input
Erase block
Field
Get copy of design
Move block
Row search
Save design
Test design
Upper/left no-scroll
Variable/time/date Split: $$$$$$$$$$$$$$$$$$$$ Forecast Method: 1x
Date: $$$$$$$$
Forecast Number
Calls Agents
Time Carried Req’d
0vvvvv 0vvvvv 0vvvvvvv
Field Window
Select: f_cdayrep.NUMAGREQ______________
________________________________
Field Window
Select: f_cdayrep.FCALLS________________
________________________________
Row search ID: 0
From table(s): f_cdayrep
Select rows where: ROW_DATE = $i_date and SPLIT = $i_split
and STARTTIME = $i_time and ACD = $acd
Field/bar type (Select one):
< > Discrete
 Repeated vertically, spacing 1___Row Search Window 
						

							  Advanced Report Design CentreVu CMS Custom Reports
Including Forecast Data in a Custom Report6-20
Notice that, as in historical interval reports for splits, the statement in Row 
Search ID 0 searches for rows based on values for STARTTIME, 
ROW_DATE, and SPLIT.
In the report in Figure 6-1
, Row Search ID 1 is assigned to the Forecast 
Method field. Notice also that the database item for this field is FMETHOD. 
FMETHOD is stored in the f_cday table, but is not stored in the 
f_cdayrep table. This is an example of how current day forecast data is 
divided between the two tables.
However, notice that Row Search ID 1 (Figure 6-3
) has row search 
conditions that are almost identical those in Figure 6-2
:
Figure 6-3:  Row Search Conditions for Forecast Data — Sample 2
The only differences between Row Search ID 0 and Row Search ID 1 are the 
table selections and the field types. In this way, the data in the tables will 
match.
NoteIn the standard Current Day Forecast, FMETHOD normally displays a 
character string, either Seasonal trending, Current 
trending, or No trending. However, the 
CentreVuCMS 
database actually stores a number to represent each method. So, if 
you include the FMETHOD database item in a report, 
CentreVu CMS 
displays a number, not a character string, in the report (see the 
CentreVu CMS R3V8 Database Items and Calculations document 
(585-210-939) for a description of these numbers).
NoteYou can retrieve data from the Current Day Configuration Forecast 
(f_cday) table only if the appropriate call handling profile has been 
specified for the particular dates. For retrieval of data from the 
Current Day Forecast Report (f_cdayrep) table, the Forecast 
Manager must have run for the particular date for which the report is 
run.
Row search ID: 1
From table(s): f_cday
Select rows where: ROW_DATE = $i_date and SPLIT = $i_split
and ACD = $acd
Field/bar type (Select one):
 Discrete
< > Repeated vertically, spacing 1___Row Search Window