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Lucent Technologies CentreVu Call Management System Custom Reports Manual

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    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    Tasks to Create a Custom Report1-5
    6.Defining Fields for the Report Input Window
     (Chapter 4).
    Define fields for the report input window so that users can run the 
    report using parameters they choose (that is, what split, agent, time, 
    date, and so on, the report is for).
    If you copy a report design, the definition of that report’s input window 
    is copied. You can then modify the input fields as required.
    7.Defining Report Fields
     and Defining Bars in a Report 
    (Chapter 4
    ).
    Define the location of fields and bars in the report, as well as the field 
    length, bar height/length, and the data that should appear in the 
    fields/bars. Defining data consists primarily of specifying which 
    database items supply data to the fields/bars. Your definition of report 
    data is not complete, however, until you complete Task 8.
    If you copy a report design, the definition of that report’s data 
    fields/bars is copied. You can then modify the data fields/bars as 
    required.
    8.Defining the Rows of Data for a Report
     (Chapter 4).
    Define which rows of data in a table will supply data for the fields and 
    bars you defined in Task 7.
    If you copy a report design, the definition of that report’s rows of data 
    will be copied. You can then modify the selection of rows as required.
    9.Defining Fields to Show Run Time/Date and User Inputs
     
    (Chapter 4
    ).
    Define fields on the report to show when the report was run and what 
    items the report covers (as defined in the report input window).
    If you copy a report design these fields are copied. You can modify 
    them as required.
    10.Highlighting Fields
     (Chapter 5).
    Emphasize or de-emphasize individual fields and text in the report by 
    changing brightness levels (or color if you have a color terminal) and 
    by using underlines and reverse video.
    If you copy a report design, the highlighting and other video attributes 
    will be copied. You can then modify them as required. 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    Reports That Cannot Be Customized1-6
    Reports That Cannot Be Customized1
    The following standard CentreVu CMS reports cannot be customized:
    lReal-time: Multi-ACD report
    lReal-time: Multi-ACD Top Agent report
    lHistorical: Split/Skill: Status report
    lHistorical: VDN: Status report
    lHistorical: System: Multi-ACD by Split/Skill report (daily, weekly, 
    monthly)
    lHistorical: System: Multi-ACD Call Flow by VDN report
    lHistorical: Trunk Group: Busy Hour report
    lHistorical: VDN: Busy Hour report. 11 .Defining Stationary (No-Scroll) Areas
     (Chapter 5).
    Define parts of the report that will stay in the same place in the report 
    window even when you are scrolling up and down or right and left. 
    You will normally define no-scroll areas for column headers, column 
    totals, and row identifiers.
    If you copy a report design, no-scroll areas are copied. You can then 
    modify them as required.
    12.Saving the Report Design
     (Chapter 5).
    Save any work on the design of a custom report. Otherwise, any work 
    you did will be lost.
    13.Testing the Report Design
     (Chapter 5).
    Test your report immediately after designing and saving it. Testing 
    helps eliminate wasted time in running a report whose design still has 
    errors.
    14. Run the report. 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    Database Items Not in Standard Reports1-7
    Database Items Not in Standard Reports1
    There are many more database items than are shown in the standard CMS 
    reports. For a complete list and the definitions of all database items, see the 
    CentreVu CMS R3V8 Database Items and Calculations (585-210-939) 
    document.
    The 
    CentreVu™ CMS Release 3 Version 5 Real-Time and Historical (585-
    215-821) document describes the database items associated with each real-
    time or historical report.
    How CentreVu CMS Stores and Retrieves Data1
    The most important and difficult part of designing a custom report is defining 
    the data that goes in the report. To define custom report data, you must first 
    understand how 
    CentreVu CMS stores and retrieves data. 
    How CentreVu 
    CMS Stores 
    Data
    1
    CentreVu CMS stores data in the CentreVu CMS database. The database is 
    divided into 54 different tables that can be used in custom reports. A table is 
    an array of columns and rows that stores data for a type of ACD element 
    (split/skill, agent, trunk, trunk group, VDN, vector, call work code, forecasting, 
    agent trace, call record, or exceptions) and for a specific time frame (for the 
    current intrahour interval, for past intrahour intervals, for past day - 
    summarized by day, and so on). Figure 1-1
     shows how a small piece of a 
    table (the Current Interval Agent table, in this case) might look in the 
    database. 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    How CentreVu CMS Stores and Retrieves Data1-8
    Figure 1-1:  Sample CentreVu CMS Table (Current Interval Agent Table)
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    represent WORKMODE for values numeric The
    example, For reports. in appear that states agent
    AUX. = 4 and ACW, = 3 ACD, = 2 AVAIL, = 1 *
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    ACD
    5544
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    4477ACDTIME
    3002
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    400 777 988
    851
    901 688 299 340 589 980
    256 704 188 322 367
    109 745 569 616 452
    402 549 789 203 603 245 64458
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    ACDCALLS SPLIT
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    3009 3008 3007 3006 3005
    3004 3003 3002 3001 2010
    2009 2008 2007 2006 2005
    2004 2003 2002 2001 1010
    1008 1007 1006 1005 1004
    1003 1002 1001
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    .3201
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    2 WORKMODE*
    EXTENSION
    3 6 3 3 3
    5 3 3 3 LOGID
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    NoteThe example in Figure 1-1 shows data for the current intrahour 
    interval for agents 1001 to 3009. Because data in this table is in real 
    time, data changes second by second. The example represents a 
    snapshot (or the most recent update) of the table. 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    How CentreVu CMS Stores and Retrieves Data1-9
    Figure 1-2
     shows how a small piece of the Historical Intrahour Interval Split 
    table looks. (See the seventh line from the top of the table, 509 ACDCALLS.)
    Figure 1-2:  Sample 
    CentreVu CMS Table
    (Historical Intrahour Interval Split Table)
    NoteThe example in Figure 1-2 shows data from July 1 to July 3, 1993, 
    and simulates data for an ACD that has only three splits, 60-minute 
    intrahour intervals, and activity each day from 8:00 a.m. to 12:00 p.m. 
    only.
    43 35401 070193 11000 851
    STARTTIME ROWDATE
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    0800
    0800
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    1000
    1000
    1000
    1100
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    1100 1100 1100 1100
    1000 1000 0900 0900
    0900 0800 0800 0800
    0800
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    1100
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    1100 070293
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    1 1
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    1 1 1 1 1
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    1 1 1 1
    ACD
    070193 070193 070193
    070193 070193 070193 070193
    070193 070193 070193 070193
    070393
    070393
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    070393
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    10222 25410
    30990 12400 29562 39045 14230
    27034 39003 12567 26308 37856
    10281 21173 34819 12115 29881
    40002 15628 24303 36178 11523
    29602 37651 12530 26789 333899786 19768 15321 27635
    53442 13111 20012 36898
    ABANDONS
    21 31
    50 24 39 518 31 43 14 24 34
    18 30 41 14 34
    40 12 33 46 13
    20 36 15 22 39
    10 31 11 32
    59 20 37 48
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    ACDCALLS SPLIT
    99 320
    403 198 299 420 206
    301 444 141 247 417
    100 246 418 105 323
    394 225 300 400 138
    299 399 297 491 480
    142 39193 451
    652 111 234 443
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    . . .. . .. . . ABNTIME
    1
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    587 904 1812899 1303 1733445
    809 1001688 1299 1340589 980 1256704 1188
    1322367 1109 1745 2569
    7616 1452402 549 789
    203 603 245 644 1058400 777 988
    1 509 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    How CentreVu CMS Stores and Retrieves Data1-10
    The CentreVu CMS database uses names to refer to columns of data in a 
    table. These names are called database items in 
    CentreVu CMS. In 
    Figure 1-1
     and Figure 1-2, database items are indicated with arrows pointing 
    to their associated columns. The Current Interval Agent and Intrahour 
    Interval Split tables actually contain many more columns (and hence many 
    more database items) than are shown in the figures. For a complete listing of 
    database items, see the 
    CentreVu CMS R3V8 Database Items and 
    Calculations 
    (585-210-939) document.
    Each row in a table contains data that is related by the value(s) of one or 
    more of the columns. In Figure 1-1
    , each row in the Current Interval Agent 
    table contains data related by agent login ID. If you look at the row for login 
    ID 1006 (displayed in bold), you see that the agent is logged into Split 1 on 
    extension 5671 and is currently in AUX work mode. In addition, up to this 
    point in the current interval, the agent has had:
    l20 ACD calls (ACDCALLS)
    l245 seconds of ACD talk time (ACDTIME).
    A column or a set of columns that cause the values in a row to be related is 
    called an index. An index stores data sequentially and adds structure for the 
    storage of data in the other columns. For each value in an index column, the 
    remaining values in the corresponding row are related to that value. Thus, in 
    Figure 1-1
    , the LOGID database item is an index.
    In Figure 1-2
    , each row in the Intrahour Interval Split table contains data 
    related by date, interval, and split. If you look at the row for Split 1 for the 10 
    oclock interval on July 1, 1993 (displayed in bold), you see that Split 1 had: 
    l509 ACD calls (ACDCALLS)
    l43 abandoned calls (ABANDONS)
    l35,401 cumulative seconds of ACD talk time for all ACD
    calls (ACDTIME)
    l851 cumulative seconds of wait time for all calls that abandoned before 
    being answered (ABNTIME). 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    How CentreVu CMS Stores and Retrieves Data1-11
    How CentreVu 
    CMS Retrieves 
    Data
    1
    CentreVu  CMS retrieves data from the database based on three types of 
    information you supply when you design a custom report:
    lThe name of the table(s)
    lThe database items in the table(s)
    lThe rows of data in the table(s).
    For example, if you want a custom real-time agent report that lists the agents 
    in a split, then the report design might appear as shown in Figure 1-3
    : 
    Figure 1-3:  Sample 1 Custom Report Design
    To tell 
    CentreVu CMS how to retrieve data, you must tell CentreVu CMS to 
    access the cagent (Current Interval Agent) table. Then, for each report 
    field, you assign the appropriate database items. When you run the report, 
    CentreVu CMS will find, in the cagent table, the columns of data 
    associated with the database items (columns 2, 5, 6, and 7 in Figure 1-4
    ).
    NoteEach series of vs in the illustration represents a report field for 
    which it is expected that 
    CentreVu CMS will find multiple values (in 
    this case, values for more than one agent) and will display the values 
    vertically in a column.
    The xs by the Split: label represent the fact that only one value 
    (in this case, a single splits name or number) is expected for the field.
    NoteFor the report field Average Talk Time, you actually assign a 
    calculation, ACDTIME/ACDCALLS.
    Split: xxxxxxxxxx
    Current ACD ACD Average
    Agent ID: State Calls Time Talk Time
    vvvv vvvvv vvv vvv vv:vv 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    How CentreVu CMS Stores and Retrieves Data1-12
    Figure 1-4:  Sample 1 of Selection of Database Item
    Next, you identify the appropriate rows that supply data. If you want agents in 
    Split 1, you must tell 
    CentreVu CMS to find rows that have the value 1 for the 
    SPLIT database item. When you run the report, 
    CentreVuCMS finds the 
    appropriate rows of data in the cagent table (see rows with arrows in 
    Figure 1-5
    ).
    . . .. . .. . .
    . . .. . .. . .
    . . .. . .. . .
    . . .. . .. . .
    . . .. . .. . . 1 1 1
    1
    1 1 1
    1 1 1 1 1
    1 1 1 1 1
    1 1 1 1 1
    1 1 1 1 1 1
    ACD
    5544
    3789
    8675
    3009
    4477ACDTIME
    3002
    3003
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    400 777 988
    851
    901 688 299 340
    589 980 256 704 188
    322 367 109 745 569
    616 452 402 549 789
    203 603 245 64458
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    ACDCALLS SPLIT
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    3009 3008 3007
    3006 3005 3004 3003 3002
    3001 2010 2009 2008 2007
    2006 2005 2004 2003 2002
    2001 1010 1008 1007 1006
    1005 1004 1003 1002 1001
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    .3201
    7835
    6666
    3241
    7762
    5642 4440
    5671
    2221
    2242
    2287
    3982
    6543
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    2022
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    2 WORKMODE
    EXTENSION
    3 6 3 3
    3 5 3 3 3 LOGID
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    . 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    How CentreVu CMS Stores and Retrieves Data1-13
    Figure 1-5:  Sample 1 of Selection of Table Rows
    The data that 
    CentreVu CMS plugs into the report is the data found in the 
    intersection of the selected database items and rows. Therefore, the report 
    shows data as shown in Figure 1-6
    :
    Figure 1-6:  Sample Custom Report 1
    203
    789
    549
    402
    452
    616
    569
    745
    109
    367
    322
    188
    704
    256
    980
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    901 851
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    ACDTIME
    4477 3009 8675 3789
    5544 ACD
    1
    1
    1
    1
    1
    1
    1
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    1 1
    . . .
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    . . .
    . . .. . .
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    . . .. . .
    . . .
    . . .. . .
    . . .
    . . . where Rows
    1 = SPLIT
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    21
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    18 187
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    603
    Split: 1
    Current ACD ACD Average
    Agent ID: State Calls Time Talk Time
    1001 AVAIL 21 988 47:00
    1002 AVAIL 19 777 40:09
    1003 ACD 15 400 26:07
    1004 ACD 9 58 6:44
    1005 ACD 11 644 58:54
    1006 AUX 20 245 12:25
    1008 ACW 18 603 33:50
    1010 AVAIL 18 203 11:28 
    						
    							  Introduction to CentreVu CMS Custom Reports CentreVu CMS Custom Reports
    How CentreVu CMS Stores and Retrieves Data1-14
    As mentioned earlier, CentreVu CMS uses indexes to create a structure for 
    storing data. Similarly, 
    CentreVu CMS uses these indexes to search for data. 
    Indexes allow 
    CentreVu CMS to find data much faster than if data were 
    stored more randomly. Therefore, when you design a custom report, the rows 
    of data for the report should be defined on the basis of index values. See 
    “Defining Fields for the Report Input Window
    ” in Chapter 4 of this manual.
    As another example of how 
    CentreVu CMS retrieves report data is shown in 
    Figure 1-7
    , which is an example of a report design for a custom intrahour 
    interval split report that lists, by intrahour interval, data for a split in a single 
    day.
    Figure 1-7:  Sample 2 Custom Report Design
    To  t e l l  
    CentreVu CMS how to retrieve data, you must tell CentreVu CMS to 
    access the hsplit (Intrahour Interval Split) table. You must then assign the 
    appropriate database items to the fields. When you run the report, 
    CentreVu 
    CMS finds the columns of data associated with the database items in the 
    hsplit table (see Figure 1-8
    ).
    _________________________
    INFORMIX is a registered trademark of Informix Software, Inc.
    NoteActually, when you design a custom report, you normally set up the 
    row selection so that the users running the report can choose the 
    rows in the reports input window. For example, to run the report in 
    Figure 1-6
    , you would set up the row selection so users would fill out 
    a Report Input window that asked them for a Split number. See 
    Defining Fields for the Report Input Window
     in Chapter 4 of this 
    manual for more information.
    NoteThe indexes for each standard table are fixed and cannot be 
    changed, deleted or added to. However, if you define a custom table 
    in the 
    CentreVuCMS database via INFORMIX* SQL, you can define 
    any indexes desired for that new table.
    Split: xxxxxxxxxxx
    ACD
    Interval Calls Abandons
    vvvvvvv vvvv vvvvDate: xxxxxxxx 
    						
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