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Nortel Bcm 2 0 Attendant Console Instructions Manual

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    							Generating reports  81
    P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    To specify a report of one month:
    1. Click the One Month button.
    The One Month dialog box appears.
    2. In the month list box, choose the desired month.
    3. In the year select the desired year either by typing it or selecting it with the 
    arrows.
    4. Click the OK button to accept the month, or click the Cancel button to cancel 
    your Report Period selection.
    If you select a month, the start and end dates of the month appear in the From and 
    To boxes. Dates for February automatically account for leap-years, centuries, and 
    millennia.
    To cancel a selection, press the Esc key or click the Cancel button.
    The Period list box information does not change.
    Clearing a date
    You can clear a date by deleting the contents of the box. A cleared box does not 
    count as a date, and does not restrict the range of the other date.
    Note:The To and From boxes are active if you select a valid database and you 
    select a report type that requires you to define a Report Period. 
    						
    							82  Generating reports
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02
    Selecting employees and customers for the report
    Some types of reports, especially those that concern call data, let you select sets of 
    employees, customers, or both. The information for the set you select is 
    summarized in the report. Reports have categories that are appropriate to the type 
    of report that you chose. If your report type does not need or allow these selections, 
    the Employees and Customers options are unavailable.
    To select employees or customers:
    1. Click either the Employees or Customers option.
    The Employee or Customer Record Selection dialog box appears.
    Note:The first time you click one of these options after you connect to a database, 
    there is a pause while Reports builds the directory. After Reports builds the 
    directory, if you click an option, there is a pause while Reports opens the 
    dialog box. If a directory is large, the pause can be several seconds long. 
    After the pause, the Selection dialog box appears.
    2. The Selection dialog box contains a list of Employees or Customers. The list of 
    Customers has a single column that lists the Customer’s Company Name. The 
    list of Employees has several columns that list the employee’s last, first and 
    middle names, and telephone extension. You can resize the columns by 
    dragging the column header edges in the bar at the top of the list.
    3. You can choose either a single item or multiple items. Items that you select 
    appear with a blue background behind their boxes. Choose a single item by 
    clicking it. Choose multiple items by pressing the Control key while you click 
    the items you want. You can select up to 100 items from the list. If you require 
    more than 100 items, create several reports with different selection lists, or click 
    the All button.
    4. Click the OK button.
    The Customer or Employee Record Selection dialog box closes and the 
    Selection list box displays the items you selected from the dialog box. 
    						
    							Generating reports  83
    P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    Create Report button
    When you have entered all the data needed to create a report, the Create Report 
    button is available.
    To create a report:
    1. Click the Create Report button.
    This starts the report generation process. The Reporting animated icon appears 
    to show that the report is running. The icon stops when the report is complete.
    Note:You cannot close the application while it is running. If you need to quit the 
    application while a report is running, you can do it from the Close 
    Programs dialog box in the Windows Task Manager. Refer to Windows 
    Help for information on how to force programs to quit.
    2. After the report is complete, it appears in the Report Viewing area. The Create 
    Report button is unavailable again, to show that the report is created. The 
    Report controls are unavailable and the keyboard functions only in the Report 
    Viewing area. You can re-access the Report controls by pressing the Tab key.
    Viewing the report 
    After you create a report, the Page > and Page < buttons are available. The Page > 
    button shows the next available page of the report, if there is one, in the report view. 
    The Page < button shows the previous page of the report, if there is one.
    The page number of the current page appears in the bottom right corner of each page 
    of the report.
    You can also change the displayed page from the keyboard.
    To change the displayed page from the keyboard:
    1. Ensure the keyboard is active in the Report Display area, in the lower half of 
    the Enterprise Edge Attendant Console Reports window. This is set 
    automatically after creating report, but can also be done by pressing the Ta b 
    key to move through the Report settings.
    2. Press Ctrl + Page Up to view the previous page, or Ctrl + Page Down to view 
    the next page. 
    						
    							84  Generating reports
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02
    Printing a report
    When a report is in the Report Viewing area, the Print button is available.
    To print a report:
    1. Click the Print button.
    The report prints to the default printer. You can change default printer from the 
    Printers folder. Access the Printers folder from the Windows Start menu or 
    Control Panel. Refer to Enterprise Edge Attendant Console Help for further 
    information.
    2. Choose the pages and number of copies of the report to print.
    3. Click the OK button and the report prints
    or
    click the Cancel button to cancel printing the report.
    Note:If you change a report parameter in one of the report controls, the Create 
    Report button is available and the Print button is unavailable. Do not change 
    any report parameters before you print the report. If you change a report 
    parameter, you must regenerate the report before you can print it. 
    						
    							P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    Glossar y
    Assistant attendant
    The assistant attendant is the telephone attendant who provides call coverage for 
    specific employees.
    Backup attendant
    The backup attendant receives calls when the main attendant is not available. The 
    main attendant uses the Out button on the Attendant main window to direct calls to 
    the backup attendant.
    BLF (Busy Lamp Field)
    Busy Lamp Field is one of the Directory list tab views. It displays the phone status 
    and extensions of employees.
    CF
    Call Forward.
    Caller ID
    Caller ID, known as CLID or Calling Line Identification, is provided by your 
    telephone company. If your company subscribes to Caller ID, the caller name and 
    number are displayed on incoming calls.
    CO
    Central Office.
    Destination extension
    The destination extension is the person’s extension to which a caller (or attendant) 
    attempts to connect.
    DND
    Do not disturb.
    DTMF - Dual Tone Multi Frequency
    DTMF is the sound emitted when telephone buttons are pressed.
    Enterprise Edge Attendant Console
    Enterprise Edge Attendant Console is a Windows-based software product that 
    provides call management and call activity reporting capability to a business.
    Enterprise Edge server
    The telephone system that Enterprise Edge Attendant Console works with. 
    						
    							86  Glossary
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02External call
    An external call is a call that originates from outside your company’s telephone 
    system.
    Hookflash
    The signal that occurs when a telephone goes on-hook followed by off-hook.
    Hunt Group
    A Hunt Group is a group of telephones that can be called by a single number. Hunt 
    Groups are configured in your Enterprise Edge server.
    ID
    Identification.
    Internal call
    An internal call is a call, such as a call from another employee’s extension, that 
    originates from your company’s Enterprise Edge server.
    LAN
    Local area network.
    Main attendant
    A main attendant is the telephone attendant who is primarily responsible for 
    managing a company’s incoming calls. The main attendant can have other 
    attendants.
    Networked model
    In a networked model the Enterprise Edge Attendant Console main attendant’s PC 
    is connected to one or more additional attendant PCs through a network.
    Overflow attendant
    The overflow attendant receives incoming calls when there are more than six active 
    calls at the main attendant’s PC.
    PC
    Personal computer.
    Server component
    The Enterprise Edge Attendant Console server program supports the Client 
    component residing in the PC.
    Shared system
    In an Enterprise Edge Attendant Console shared system the Enterprise Edge server 
    is shared by two or more companies. 
    						
    							Glossary  87
    P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User GuideStand-alone model
    A stand-alone model is a Enterprise Edge Attendant Console system in which one 
    attendant manages a business’s incoming calls. There are no assistant attendants, 
    backup attendants or overflow attendants in a stand-alone model.
    Target extension
    A target extension is the extension number to which you are directing a call.
    VM
    Voice mail or voice message mailbox. 
    						
    							88  Glossary
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 
    						
    							P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    Index
    Numerics
    1st Contact, 30
    2nd Contact,
     30
    3rd Contact,
     30
    A
    About Enterprise Edge Attendant Console 33
    Active Call
     34
    Adding notes to employee records
     72
    All extensions
     20
    All extensions box
     22
    Answer next
     31
    Answering calls as an attendant
     45
    Assigned extension rings
     21
    Assigned tab
    Directory list
     20
    Assigned tab view
     42
    Assistant attendant
     19, 85
    Assistant Extension box
     40
    Attendant
    assistant
     19
    backup
     12, 18
    features
     21
    In and Out buttons
     32
    overflow
     12, 19
    Attendant Console window
     25
    Attendant Extension
     16
    Attendant Monitor
     29
    Attendant Out
     32
    Attendant setups, types
     17
    Attendant, main full-time
     17
    Attendant, part-time main
     18
    B
    Backup attendant 12, 18
    BLF tab view
     68
    Blue Loop button
     34
    C
    Calendar button 77
    Call
     32
    joining calls
     56
    making a call
     59
    screening
     55
    transferring
     49
    Call Forwarded
     42
    Call Notification dialog box
     21
    Call overflow occurs
     19Call processing area
     26
    Call button
     38
    Camp On button
     38
    Link Transfer button
     38
    Page button
     38
    Screen button
     38
    Transfer button
     38
    using
     37
    VMTransfer button
     38
    Callback
     34
    Caller Information
     28
    Caller information
    finding and editing
     66
    Caller Information options
     26
    Edit button
     35
    Hold button
     35
    Park/Page button
     35
    Release button
     35
    Caller menu
     31
    Caller record
    creating new
     63
    deleting
     67
    Caller Type
     36
    Calls by customers report
     75
    Calls to employees report
     75
    City box
     40
    Client component
    restoring Attendant Console window
     22
    starting
     15
    starting for the first time
     16
    Transfer options
     23
    Close button
     41
    Company box
     36
    ConsoleServiceDB
     79
    Contacting employees using Voice Call
     55
    Contacts boxes
     36, 47
    using
     47
    Conventions
     8
    Copy
     28
    Creating a new caller record
     63
    Cut
     28
    D
    Department box 40, 49
    using
     49
    Dial DTMF Tones
     32
    Dial Paste
     28
    Directory Find box
     48
    using
     48 
    						
    							90  Index
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 Directory list
     17, 27, 41
    Department column
     43
    employee information
     42
    Ext column
     43
    extension information
     42
    Name column
     43
    Notes column
     43
    sorting information
     43
    using
     68
    Directory list tab views
     41, 42, 48
    BLF tab view
     42
    Full
     41
    Selected
     42
    Directory tab views
    using
     48
    Disable Link Transfer
     23
    Disable VM Transfer
     23
    Do Not Disturb
     42
    DTMF button
     33
    E
    Edit Caller Information dialog box 36
    Caller ID Name
     36
    Caller ID Number
     36
    Caller Type
     36
    Close button
     37
    Company box
     36
    Contacts
     36
    Delete Caller button
     37
    Find button
     37
    Name box
     40
    New Caller button
     37
    New Name button
     37
    Record number
     36
    Save button
     37
    Edit Employee Information dialog box
    Assistant Extension box
     40
    Contacts box
     41
    Department box
     40
    Voice Message box
     41
    Edit menu
     28
    Employee Information
     28
    Enterprise Edge Attendant Console
    About
     8
    Attendant button
     22
    Introduction
     7
    keyboard navigation
     8
    Enterprise Edge Attendant Console features
     12
    Enterprise Edge Attendant Console Help
     33
    Enterprise Edge Attendant Console window
     17
    Exit
     28
    Extension
    creating an new name for
     71
    finding
     47Extension box
     18
    Extension Directory report
     76
    Extension, Attendant
     16
    F
    File menu 28
    Find button
     41
    Finding an employee record
     68
    Finding and editing caller information
     66
    Finding the correct extension
     47
    Full tab view
     41
    resetting
     70
    Full-time main attendant
     17
    G
    Generating reports 75
    Glossary
     85
    Green Loop button
     34
    H
    Handling a Callback call
    Callback call
     57
    Handling calls
     45
    Help file
     33
    Help menu
     33
    Hide Loop Buttons
     29
    Hold
     31, 54
    placing and retrieving calls
     54
    Hold button
     35
    Hunt Group
     42
    I
    In and Out buttons 33
    Introduction to Enterprise Edge Attendant 
    Console
     7
    J
    Join button 33
    L
    LAN 86
    Link
     32
    Link button
     33
    Link Transfer button
     23
    Linking and Joining calls
     56
    Log to File
     29
    Loop button
     17, 19, 21, 34, 46
    Loop buttons
     26
    Loop Overflow icon
     19, 27, 45
    M
    Main attendant, full-time 17
    Maintaining caller information
     63
    Maintaining employee information
     67 
    						
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