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Northern Telecom Pc Console 1.1 User Guide

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    							Generating reports 75
    P0887496 01 Norstar PC Console 1.1 User Guide
    To point to a database using Select
    :
    1. Click Select
    . The Open
     dialog box appears.
    2. Click the Look
     in
     box. 
    3. In the drop-down list, locate and click Hard drive (C:)
    , then click Program Files
    .
    4. Double-click the following folders: Nortel
    , Norstar PC Console
    , Server
    , and 
    ConsoleServerDB.
    5. Click the filename ConsoleServer.mdb
    .
    6. Click Open
     to connect to the selected file name. If this file is not a valid database, an error 
    message appears.
    To point to a database using the Current Database
     box:
    1. Enter the path name of the database in the Current Database
     box: C:\Program 
    Files\Nortel\Norstar PC Console\Server\ConsoleServerDB\ConsoleServer.mdb
    . 
    2. Press Enter
    . If this file is not a valid database, an error message appears.
    Selecting a report type
    Once a database has been selected, the next step is to decide what type of report to produce. 
    To select a report type:
    1. Click the Report Type
     drop-down list box.
    2. Select your report. 
    						
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    Norstar PC Console 1.1 User Guide P0887496 01
    Setting the report period
    Some reports require a report period. The report period defines the time span for which data is 
    considered. If the report type chosen does not require a repor t period, the Period 
    group box is 
    inactive. The repor t period begins on the From date and ends on and includes the To date. 
    To enter the From and To dates:
    1. Click on the From 
    box and enter the date. The following are acceptable date formats.
    • June 5, 1997
    • 6/5/1997
    2. Press Enter
    .
    3. Repeat for the To 
    box. Press Enter
    . 
    Note:
    If a date is typed in an unrecognized format, or if a typed date 
    does not exist, an error message is displayed.
    To cancel out of the From/To
     boxes:
    1. Press Tab
     or Esc
    . 
    To specify a report of one week:
    1. Click on  . The One Week 
    dialog box appears. Choose the month that the 
    desired week started or ended in from the month drop-down list.
    2. Select the year the week occurred in the year box. You can either type in the year box or 
    use the increment and decrement arrows to the right of the year box.
    3. Select a week from the list of weeks in the box at the bottom of the dialog. Either click on a 
    week and click OK
     or double-click the desired week. When a week is selected, the start 
    and end dates of the week appears in the From
     and To
     date edit boxes.
    To specify a report of one month:
    1. Click  . The One Month
     dialog box appears. Choose the desired month from 
    the month drop-down list.
    2. Set the desired year, using the year control, either by typing it in or adjusting its value with 
    the increment and decrement arrows to its right.
    3. When done, click OK
     to accept the month, or Cancel
     the Report Period selection.
    If a month was selected, the star ting and ending dates of the month appears in the From
     and 
    To
     date edit boxes, respectively. Dates for February automatically account for leap-years, 
    centuries, and millennia. 
    						
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    P0887496 01 Norstar PC Console 1.1 User Guide
    To cancel a selection you made, press the Esc
     key or click Cancel
    . The Period
     group box 
    information is not changed.
    Clearing a date
    A date can be cleared by deleting the contents of the edit box. A cleared edit box does not 
    count as a date, and thus does not restrict the range of the other date by the above mentioned-
    rule.
    Note:
    The To
     and From
     date edit boxes are active provided a valid 
    database is selected and a Report Type is selected that 
    requires a Report Period to be defined.
    Selecting employees and customers for the report
    Some report types, especially those dealing with call data, allow you to choose sets of 
    employees, customers, or both, for which the data are summarized in the report. Reports 
    make only those categories available which are appropriate to the report type you chose. If 
    your Report Type does not need or allow these selections, the Employees
     and Customers
     
    selection areas remain inactive and you can move on to the next step.
    To select the Employees 
    or Customers
    :
    1. Click on either Employees 
    or Customers
    . This displays the Employee 
    or Customer 
    Record Selection
     dialog box. 
    Note:
    The first time you click one of these buttons after connecting 
    to a database, a wait cursor appears while Reports builds the 
    directory. Afterward, and whenever the button is clicked, a 
    pause follows while Reports creates and fills the dialog box. 
    This pause is to be expected, especially for large directories. 
    After the pause, the Selection
     dialog box appears.
    2. The Selection 
    dialog box consists of a list of Employees or Customers. For Customers, 
    the list consists of a single column, the Customer’s Company Name. For Employees, it 
    consists of several columns, such as last, first and middle names, and telephone 
    extension. These columns can be resized 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. Selected items appear with a blue 
    background running behind their boxes. Choose a single item by pointing and clicking on 
    it. Choose multiple items by holding down the Control
     key while selecting the items you 
    want. Up to 100 items can be selected from the list. If you require more than 100 items, 
    consider doing several repor ts with different selection lists, or using the All
     button.
    4. Click OK
    . The Customer
     or Employee Record Selection
     dialog box closes and the 
    related Selection
     list box displays only those items selected from the dialog. 
    						
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    Norstar PC Console 1.1 User Guide P0887496 01
    Create Report button
    When all the data needed to create a report has been provided in the other report controls, 
     becomes available.
    To create a report:
    1. Click   . This starts the report generation process.
    2. The Reporting Animation icon, just to the left of the button, begins moving, indicating that 
    the report is running. The animation continues until the report is completed. 
    Note:
    While it is running, the application cannot be closed. If you 
    need to close the application while a report is running, this 
    can be done from the Close Programs
     dialog box available 
    from the Windows Task Manager. Refer to Windows Help for 
    information about how to force programs to close.
    3. Once the report is completed, it is displayed in the Report Viewing
     area below the Report 
    controls.   becomes unavailable again, indicating that the report has been 
    created.The Repor t controls are disabled 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 you generated
    Once a report has been created, the Page 
    buttons,   and  , become available. 
    The Next Page
     button   shows the next available page of the report, if there is one, in 
    the report view. The Previous Page
     button  , shows the previous page of the report, if 
    there is one.
    The page number of the current page appears in the report itself, found in the lower right hand 
    corner of each page.
    You can also change the displayed report page from the keyboard.
    To change the viewed page from the keyboard:
    1. The keyboard should be active in the Report Display
     area which is the lower half of the 
    Norstar PC Console Reports
     window. This is set automatically after creating report, but 
    can also be done by pressing Tab
     to cycle through the Report controls. The Report View-
    ing
     area is treated as the last control in the Tab
     order sequence.
    2. Press Ctrl
     + Page Up
     to view the previous page, or Ctrl
     + Page Down
     to view the next 
    page. 
    						
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    P0887496 01 Norstar PC Console 1.1 User Guide
    Printing a report
    Once a report has been created and is in the Report Viewing
     area,   becomes 
    available. 
    To print a report:
    1. Click   . This prints the report to the default printer.The default printer can be 
    changed from the Printers folder. It can be reached from either the Windows Start Menu or 
    the Windows Control Panel. Refer to PC Console Help.
    2. A dialog opens allowing you to choose the pages and number of copies of the report to 
    print. 
    3. Click OK
     and the repor t begins printing. Clicking Cancel
     cancels it.
    Note:
    If a Report Parameter is changed in one of the Report 
    Controls,   again becomes active and 
     becomes inactive. Do not change any Report 
    Parameters before printing the report. If you do, you have to 
    generate the repor t over again and then print it. 
    						
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    Norstar PC Console 1.1 User Guide P0887496 01 
    						
    							P0887496 01 Norstar PC Console 1.1 User Guide
    Glossary
    Assistant attendant 
    The assistant attendant is the telephone attendant who provides call coverage for specific 
    employee(s).
    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 
    This is one of the Directory 
    list tab views. It displays only the phone status and extensions of 
    the employees.
    CF
    Call Forward
    Caller ID
    Caller ID is also known as CLID or Calling Line Identification and is provided by your telephone 
    company. When Caller ID is in place, the caller name and number are displayed on incoming 
    calls.
    CO
    Central Office
    CTA - Computer Telephony Adapter
    A CTA is the hardware device used to connect a PC to the Norstar ICS, and includes the CTA 
    100, an external device, and the CTA 150i which is installed in a PC hard drive. 
    Destination extension
    The destination extension is the person’s extension to which a caller (or attendant) is 
    attempting to connect.
    DND
    Do not disturb
    DTMF - Dual Tone Multi Frequency
    DTMF is the sound emitted when telephone buttons are pressed. 
    						
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     Glossary
    Norstar PC Console 1.1 User Guide P0887496 01
    External call
    External call is a call originating from outside your company’s voice mail system. 
    ICS - Norstar Integrated Communications System 
    ICS is the Norstar key system that Norstar PC Console is connected to. Two types of Norstar 
    ICS are Modular ICS (MICS) and Compact ICS (CICS).
    ID 
    Identification
    Internal call
    An internal call is a call that originates from your company’s Norstar ICS, such as another 
    employee’s extension.
    Hookflash
    This is 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 all called by a single number. Hunt Groups 
    are configured in your Norstar ICS.
    LAN 
    Local area network
    Main attendant
    A main attendant is the telephone attendant primarily responsible for managing a company’s 
    incoming calls that may or may not have other attendants to assist.
    Networked model
    Networked model is a way of setting up a Norstar PC Console system in which the main 
    attendant’s PC is connected to one or more additional attendant PC(s) through a network.
    Norstar PC Console
    Norstar PC Console is a Windows based software product that provides call management and 
    call activity reporting capability to a business.
    Norstar 
    ICS
    Norstar Integrated Communication System. The telephone system that Norstar PC Console 
    works with. The two types of Norstar ICS systems are the Modular ICS and the Compact ICS. 
    						
    							Glossary 83
    P0887496 01 Norstar PC Console 1.1 User Guide
    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 program
    The Norstar PC Console Server program suppor ts the Attendant program residing in the PC.
    Shared system
    A shared system is a Norstar PC Console system in which the Norstar ICS is shared by two or 
    more companies.
    Stand-alone model 
    A stand-alone model is a Norstar PC Console system in which one attendant only 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 messaging. 
    						
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    Norstar PC Console 1.1 User Guide P0887496 01 
    						
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