Lucent Technologies CentreVu Call Management System Custom Reports Manual

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Copying an Existing Report Design3-7
Step 3: Enter a 
User ID
3
In the User ID field, enter a user ID only if one of the following is true:
lYou are a CentreVu CMS administrator and you want to copy another 
users private report.
lYou want to list the custom reports of a specific user only.
Step 4: Select 
a Report Type
3
Enter x to select the Report type option (either standard or 
custom) for the type of report you want to copy. If the wrong option is 
selected, 
CentreVu CMS may not find or copy the report you actually want.
Step 5: Verify 
the Report
3
Step 6: Copy 
the Report
3
If you want to copy another report design, clear the upper-left area by 
deleting or moving any existing block of text and fields (see the “Editing a 
Report with Blocks” section in this chapter). Then repeat Steps 1 through 5. Select Find one to verify that the 
report is the one you want to copy.®
The user ID appears in the 
User ID field and, if it 
exists, the report description 
appears in the
 
Description 
field.
Select Copy to copy the reports 
design to the Screen Painter.®
The Get Copy window 
disappears and the report 
design appears on the 
Screen Painter, starting in 
the upper left corner.  
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Editing a Report with Blocks3-8
Figure 3-4:  Case Study Sample — Copy of a Report Design (Using Get copy)
Editing a Report with Blocks3
A block is a rectangular area on the Screen Painter that you define and use 
to quickly rearrange fields and text. You can erase blocks, copy blocks, or 
move blocks.
You define a block with the cursor by marking two opposite corners of a 
rectangle. When you define a block 
CentreVu CMS highlights the defined 
area. A block can contain a single character of text, a single field or bar, 
several words of text, several fields/bars, a combination of fields/bars and 
text, or a whole report design.
You can edit a report in blocks using the steps described in the following 
pages.
NoteIf part of the report you are copying overlaps existing text or fields on 
the Screen Painter, 
CentreVu CMS does not copy that part of the 
report to the Screen Painter.
NoteIf a block includes any part of a field/bar, then CentreVu CMS 
automatically includes the entire field in the block. You should 
therefore use care when deleting blocks to avoid unintentionally 
deleting a field/bar. 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Editing a Report with Blocks3-9
Erasing a 
Block
3
Figure 3-5:  Sample Case Study — Defining a Block to Erase
NotePrior to completing a block erase, you can press  to cancel the 
erasure.
1.On the Screen Painter, place the 
cursor in a position where you 
want one corner of the block to 
be, and select Erase block.®
The cursor returns to its 
original position, and the 
following message appears on 
the status line:
 Move cursor 
to define opposite 
corner of block, press 
RETURN.
2.Move the cursor to a position 
where you want the opposite 
corner of the block to be. The 
block should include all fields and 
text you want to erase.®
The block is highlighted as 
you move the cursor.
Ctrlc
NoteIn our case study sample, we want to erase the middle section of the 
copied report design. Therefore, in Figure 3-5
, we have scrolled 
horizontally to the middle section and defined the block we want to 
erase.
3.Press .®
An Acknowledgment window 
appears.Return 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Editing a Report with Blocks3-10
Figure 3-6:  Sample Case Study — Erasing the Block
Moving a 
Block
3
4.Enter y, and press  . ®All fields and text within the 
block disappear.Return
NotePrior to completing a block move, you can press  to cancel the 
move.
1.On the Screen Painter, place the 
cursor in a position where you 
want one corner of the block to 
be, and select Move block.®
The cursor returns to its 
original position, and the 
following message appears on 
the status line:
 Move cursor 
to define opposite 
corner of block, press 
RETURN.
2.Move the cursor to a position 
where you want the opposite 
corner of the block to be. The 
block should include all fields and 
text you want to move.®
The block you are defining 
becomes highlighted as you 
move the cursor.
Ctrlc 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Editing a Report with Blocks3-11
Figure 3-7:  Sample Case Study — Defining a Block to Move
NoteIn our case study, we want to keep the ACW time column, but we 
want to move it over to the left next to the other report items we 
want to keep.
3.Press .®
The following message 
appears in the status line:
 
Move cursor to locate 
upper left corner of 
move, press RETURN.
4.Move the cursor to a new 
position for the upper left corner 
of the block, and press  .®
All fields and text within the 
block move to the new location.
Return
Return 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Editing a Report with Blocks3-12
Figure 3-8:  Case Study Sample — Completing a Block Move
When the block moves to its new location, the blocks text or fields cannot 
overlap any other text or fields. If you do try to move a block to a location 
where it will overlap existing text or fields, an error message displays in the 
status line. 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Entering Report Text3-13
Copying a 
Block
3
When you copy a block, the blocks text or fields cannot overlap any other 
text or fields. If you do try to copy a block to a location where it will overlap 
existing text or fields, an error message displays in the status line.
Entering Report Text3
You can enter text on the Screen Painter to label your fields, enter a report 
title, or include special instructions for the report. You should normally enter 
text to label each data field so that when you run the report you will know 
what data the field is showing.
You should enter text before defining the data fields for two reasons:
lThe text provides a skeleton layout to help you position your data fields.
lThe text helps you remember what each data field represents. If you 
have to change fields, this text saves you time.
NotePrior to completing a block copy, you can press  to cancel the 
copy.
1.On the Screen Painter, place the 
cursor in a position where you 
want one corner of the block to 
be, and select Copy block.®
The cursor returns to its 
original position, and the 
following message appears on 
the status line:
 Move cursor 
to define opposite 
corner of block, press 
RETURN.
2Move the cursor to a position 
where you want the opposite 
corner of the block to be. The 
block should include all fields and 
text you want to copy.®
The block you are defining 
becomes highlighted as you 
move the cursor.
3.Press .®The following message 
appears in the status line:
 
Move cursor to locate 
upper left corner of 
copy, press Return.
4.Move the cursor to a new 
position for the upper left corner 
of the block, and press  .®
All fields and text within the 
block are copied to the new 
location.
Ctrlc
Return
Return 
						

							  Using Screen Painter Editing Tools CentreVu CMS Custom Reports
Saving Your Work3-14
To enter text, simply position the cursor where you want the text and type the 
characters. You can use the space bar to create spaces and to delete text. 
You can also simply overtype existing text with new text.
To delete large portions of text, use the Erase block action list option 
(see the “Erasing a Block
” section in this chapter).
Saving Your Work3
If you want to save your work up to this point, select the Save design 
action and press the   key.
If you press   before saving, then the following message appears:
Figure 3-9:  Save Report Message
If you enter n (or N), you are returned to the Screen Painter without saving 
any changes. If you enter y (or Y), you are returned to the Report Select 
window.
NoteYou cannot overtype a data field.
Return
Exit 
						

							  Defining the Data for a Custom Report CentreVu CMS Custom Reports
Defining Fields for the Report Input Window4-1
4 Defining the Data for a Custom Report
Defining Fields for the Report Input Window4
To run a standard CentreVuä Call Management System (CentreVu CMS) 
report, you first access a Report Input window (see Figure 4-1
). The Report 
Input window gives you control over what data (which splits/skills, trunks, 
dates, intrahour intervals, and so on) are included in the report.
Figure 4-1:  Sample Report Input Window
To define report input fields, use the Define Input window (Figure 4-2
). You 
must complete a Define Input window for each input field. When you are 
done, you will have created a Report Input window. When you or another 
user prepares to run your custom report, this input window appears with the 
field prompt(s) and the input field(s) you defined (like those shown in 
Figure 4-1
).
You define fields for the Report Input window using the steps described in the 
following pages.
PromptInput FieldDestination Fields 
						

							  Defining the Data for a Custom Report CentreVu CMS Custom Reports
Defining Fields for the Report Input Window4-2
Step 1: Access 
the Define 
Input Window
4
Figure 4-2:  The Define Input Window (with Sample Inputs)
Step 2: Define 
the Variable 
Name
4
Enter a name of up to eight alphanumeric characters in the Variable 
name field. You must use this exact variable name again in the Row Search 
window when you define your row search conditions (see the “Defining the 
Rows of Data for a Report” section in this chapter). The variable name links 
the report input field to the row search conditions. This link enables 
CentreVu 
CMS to use the value(s) a user enters when running the report to search the 
database for appropriate report data. See Figure 4-3
.
If you copy a report (via Get Copy), then that reports input fields and row 
search conditions are also copied. Before entering any variable names, you 
may first want to List all to see the report input fields that are already 
defined and the variable names they use. If you then add, delete, or change 
a variable name for a report input field, then you must also add, delete, or 
change that variable name in the row search conditions.On the Screen Painter, select the 
Define input action list option.®
The Define Input window 
appears.