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Samsung Smart Center Reports Manual

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    							Samsung SmartCentre
    Reports
    Samsung Telecommunications America reserves the right without prior notice to revise infor-
    mation in this guide for any reason. Samsung Telecommunications America also reserves the
    right without prior notice to make changes in design or components of equipment as engi-
    neering and manufacturing may warrant. Samsung Telecommunications America disclaims all
    liabilities for damages arising from the erroneous interpretation or use of information present-
    ed in this guide. All rights reserved.   
    						
    							Produced and distributed under license from Sension Limited, UK. Copyright 2000 Sension Limited,
    UK. Licensed material. Unauthorized use, duplication or distribution strictly prohibited. 
    						
    							Table of Contents
    1 Introduction 1-1
    2 Report Concepts and Terminology                                                    2-1
    2.1 Devices  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-1
    2.2 Shifts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-2
    2.3 Filters  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-2
    2.3.1 Filter Elements Supported  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-2
    2.4 Report Templates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-3
    3 What Type of Report? 3-1
    4 Which Report Template? 4-1
    4.1 Event Reports  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1
    4.1.1 Agent Event Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1
    4.1.2 Extension Event Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-2
    4.1.3 Line Group Event Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-3
    4.2 Traffic Reports  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-3
    4.2.1 Traffic Reports for Agents  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-3
    4.2.1.1   Agent Group Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . . . .4-4
    4.2.1.2   Agent Group Traffic Profile Report  . . . . . . . . . . . . . . . . . . . . . .4-5
    4.2.1.3   Agent Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-5
    4.2.1.4   Agent Traffic Profile Report  . . . . . . . . . . . . . . . . . . . . . . . . . .4-6
    4.2.2 Traffic Reports for Extensions  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-7
    4.2.2.1   Extension Group Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . .4-8
    4.2.2.2   Extension Group Traffic Profile  . . . . . . . . . . . . . . . . . . . . . . . .4-8
    4.2.2.3   Extension Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-9
    4.2.2.4   Extension Traffic Profile Report  . . . . . . . . . . . . . . . . . . . . . . .4-10
    4.2.3 Traffic Reports for DIDs  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-11
    4.2.3.1   DID Group Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . . . . .4-11
    4.2.3.2   DID Group Traffic Profile  . . . . . . . . . . . . . . . . . . . . . . . . . . .4-12
    4.2.3.3   DID Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-13
    4.2.3.4   DID Traffic Profile Report  . . . . . . . . . . . . . . . . . . . . . . . . . . .4-14
    QTable of Contents 
    						
    							4.2.4 Traffic Reports for Lines  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-14
    4.2.4.1   Line Group Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . . . . .4-15
    4.2.4.2   Line Group Traffic Profile  . . . . . . . . . . . . . . . . . . . . . . . . . . .4-16
    4.2.4.3   Line Traffic Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-9
    4.3 Utilization Reports  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-17
    4.3.1 Agent Utilization Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-14
    4.3.2 Agent Utilization Profile Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-18
    4.3.3 Extension Utilization Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-19
    4.3.4 Extension Utilization Profile Report  . . . . . . . . . . . . . . . . . . . . . . . . . .4-19
    4.4 Contention Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-17
    4.4.1 Contention Report (Standard)  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-20
    4.4.2 Contention Profile Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-21
    4.5 Wait Time Distribution Report  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-21
    4.6 Sample Reports  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-22
    5 Using MIS Reports to Improve Performance 5-1
    5.1 Queue Problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-1
    5.1.1 Abandoned Calls and Long Waits  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-1
    5.1.2 Complaints of Busy Signals  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-2
    5.2 Other Problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-2
    5.2.1 Unexpected Out-of-Hours Customer Demand  . . . . . . . . . . . . . . . . . . . . .5-2
    5.2.2 Complaints About Too Many Transfers  . . . . . . . . . . . . . . . . . . . . . . . . . .5-3
    6 Glossary of Reporter Terminology 6-1
    QTable of Contents 
    						
    							Introduction
    One of the components that comes with the SmartCentre VR and VAR is the SmartCentre
    Reporter. This is a separate program that can be used to collate, view, print and export historical
    reports.
    This document is designed to give the user a more in-depth understanding of the architecture of
    the Reporter module which will enable them to create the appropriate report template and under-
    stand how to interpret the information provided. To maximize the benefit of this document, users
    should understand how the programming in the Configurator in SmartCentre could affect the
    Reporter. The key here is that the Configurator must mirror the telephone system configuration,
    otherwise the information collated by the Reporter will be inaccurate.
    While SmartCentre is running, the Reporter logs all monitored telephone traffic to hard disk for
    analysis.
    To simplify the process of reporting, SmartCentre Reporter provides the concept of a report tem-
    plate to define the contents of a report. You can create any number of report templates. Once cre-
    ated the report template handles most of the details concerning the collation of an individual
    report.
    Reports can be collated with respect to any number of defined weekly shifts. For example if two
    sets of agents manage the call center at different times during each day of the week, then
    SmartCentre Reporter can generate reports for each shift as necessary.
    Once collated you can either view the report on screen or send a copy to the printer. Note that if
    you have a color printer, SmartCentre Reporter can produce color printouts if required.
    SmartCentre VAR allows you to export the contents of a report to a text file in comma-delimited
    format suitable for import into many commercial spreadsheet programs.
    QPage 1-1
    1 
    						
    							Report Concepts and Terminology
    To understand the SmartCentre Reporter is vital to understand some of the key concepts and ter-
    minology used in the product. Reference is made to devices, templates, shifts and filters, which are
    all described in this section. 
    Further terminology is found in the  Glossa ry of  Repo rter  Terminolog y, section  6 of this document.
    2.1 Devices
    SmartCentre refers to lines, DIDs, extensions and agents as devices. The user can create groups
    and super groups of devices. A group is simply a collection of devices and a super group is a
    group of groups.
    The SmartCentre Reporter reports on individual devices, groups and super groups.
    To ensure the accuracy of the reports it is vital that the configuration of the telephone system is
    reflected in the programming of SmartCentre. The following devices can be configured using the
    Configurator:
    a) Lines
    In the context of SmartCentre,  a line represents either one of your external trunks connected
    to the switch being monitored or one of your network tie lines connecting the monitored
    switch to some other external switch.
    Each line can handle only one telephone call at any one time. These calls are denoted as incom-
    ing or outgoing calls depending on whether the call was originated outsi\
    de or inside the mon-
    itored switch.
    b) DIDs A Direct Inward Dial (DID) number is a dynamic numeric attribute assigned to a line on \
    an
    incoming call. A DID call can be routed to groups of extensions/agents or to an individual
    extension/agents depending how the call routing software within the switch has been pro-
    grammed. If configured correctly, SmartCentre MIS can monitor in real time and historically
    the activity of inbound calls associated with DID numbers.
    c) Extensions An extension is the physical telephone handset at which an agent can receive incoming calls,
    make outgoing calls or handle other forms of internal telephony traffic.\
    d) Agent - UCD Members on 400si An agent is the telephone operator who handles calls at an extension. Ag\
    ents are identified
    from the extension number they log in to the group from switch. These agents are typically
    members of a UCD group within the 400si.
    QPage 2-1
    2 
    						
    							2.2 Shifts
    Before a report can be created the user must program SmartCentre with shifts. These are used to
    filter data collected outside the times the user is interested in. In addition to being used to create
    reports during real working shifts, other shifts can be used to allow the user to understand what
    happens outside normal working hours or perhaps at certain times of the week (e.g. Mondays) or
    at certain times of the day (e.g. lunch time). This way it is possible, for example, to create a report
    over a six-month period only looking at the activity on Mondays.
    2.3 Filters
    The standard items that make up a report template tend to analyze your call center from one point
    of view only. For example, consider the DID Traffic Report and the Agent Traffic Report, these
    two reports analyze DID traffic and the associated agent traffic in isolation.
    What if your call center is set up to route a series of DID numbers to the same group of agents.
    To obtain the performance of each agent on a per DID basis you need to attach report filters to
    the afore-mentioned report items.
    In this example you could either create a series of DID traffic reports, each filtered to a different
    agent, or you could create a series of agent traffic reports each filtered to a different DID number.
    2.3.1 Filter Elements Supported
    A report filter is made up of a logical combination of filter elements. Each report item within a
    report template can have a different report filter attached to it if necessary. The following filter ele-
    ments are supported:
    a) Line Filter Element
    This filter element accepts only calls that were connected to a specific line.
    b) DID Filter Element
    This filter element accepts only calls that were associated with a specific DID number.
    c) Extension Filter Element
    This filter element accepts only calls that were connected to a specific extension.
    d) Agent Filter Element
    This filter element accepts only calls that were connected to a specific agent.
    e) Line Group Filter Element
    This filter accepts only calls that were connected to lines within a specified line group.
    f ) DID Group Filter Element
    This filter element accepts only calls that were associated with DID numbers within a speci-
    fied DID group.
    g) Extension Group Filter Element
    This filter element accepts only calls that were connected to extensions within a specified
    extension group.
    QPage 2-2 
    						
    							h) Agent Group Filter Element 
    This filter element accepts only calls that were connected to agents within a specified agent
    group.
    i) Extension Queue Group Filter Element
    This filter element accepts only inbound calls that were finally queued to a specific extension
    group.
    j) Agent Queue Group Filter Element
    This filter element accepts only inbound calls that were finally queued to a specific agent
    group.
    k) Dialed Digits Filter Element
    This filter element accepts only calls whose inbound/outbound dialed digits match a specified
    string. Note that the character * may be used at any point to denote that the filter will accept
    dialed digit strings which are identical up to that point but differ afterwards.
    2.4 Report Templates
    In order to run a report over a given time period there are a number of pieces of information
    required before the report can be run. We have already covered the importance of the accurate con-
    figuration of SmartCentre and the need to create shifts. The other thing that the user needs to
    understand is the structure of a report template.
    Templates are created by the user to provide relevant information for the selected devices being
    monitored.  Templates contain user-selected report items that can be added to a template. These
    report items can also be configured by the user to include or exclude certain event or traffic types.
    Bear in mind the fact that Event Reports are highly detailed and therefore it is unlikely that you
    would want to run an Event Report over long periods of time. Similarly Profile Reports that are
    suitable for daily use (say with hourly resolution) would not make sense if the report were being
    compiled over a six-month time frame. This being the case you will be advised to create many tem-
    plates all designed for specific use and each containing appropriate report items.
    QPage 2-3 
    						
    							What Type of Report?
    This section is designed to help users understand which types of report to use to display the infor-
    mation they require. The terms used on the reports are explained in the next section. 
    Your SmartCentre product may not have all of the reports listed. Refer to the Product Description
    to check which reports your SmartCentre product supports. 
    There are six groups of reports:
    a) Event Reports
    These are very detailed essentially giving a step-by-step account of what happened on a par-
    ticular device or group of devices. Event Reports are available for Agents, Extensions and Line
    Groups.
    b) Traffic Reports
    Traffic Reports are designed to give an overview of activity and performance against certain
    parameters. Traffic Reports are available for Agents and Agent Groups, Extensions and
    Extension Groups, Lines and Line Groups and DIDs and DID Groups. There are two formats
    for Traffic Reports: standard and profile. All Traffic Reports can be presented in a standard
    format but some Traffic Reports are also available profiled over flexible time periods.
    c) Utilization Reports
    Utilization Reports can be used to measure how a resource is being used. This information is
    displayed as the percentage of time that a device or device group has been involved in certain
    types of activity. Utilization Reports can be presented as standard or profiled over flexible time
    periods.
    d) Contention Reports
    Contention Reports are used to show how much time a resource (line/agent) is unused.
    Contention Reports can be presented as standard or profiled over flexible time periods.
    e) Wait Time Distribution Reports 
    Wait Time Distribution Reports are used to profile the wait time to show the distribution of
    either answered, abandoned calls or both combined in a single chart.
    QPage 3-1
    3 
    						
    							Which Report Template?
    Having established the type of report you need, use this section to help choose exactly the right
    report for your needs. This section includes a list of the available report items that can be includ-
    ed in a report template for your reference.
    4.1 Event Reports
    There are three types of event reports, each recording all events that occur on the specified device
    (agent, extension or line group). Events are caused by the device, such as an agent, receiving an
    incoming call, accepting a call, dialing an intercom or outgoing call, among others.
    4.1.1 Agent Event Report
    This report shows exactly what an individual agent has been doing over a period by examining all
    events caused by the agents activities.
    The following types of agent events and call types are supported:
    • Agent logs on.
     Agent logs off.
     Agent has gone into wrap-up.
     Agent is unavailable to take calls.
     Agent is available to take calls again.
     Agent has received an incoming call.
     Agent has received a ring on call (a call that rang at the agent but was not answered at the
    agent).
     Agent has made an outgoing call.
     Agent has made/received an internal/intercom call.
    The following call statistics information is provided for each call event:
     The number/name of the extension the agent is logged on at.
     The start time and date of the call.
     The total duration of the call.
     The amount of time the call rang at the agent (only applicable to incoming calls).
     The amount of talk time.
     The amount of call handling time (includes talk, held and wrap-up time).
     The amount of time the call was held at the agent.
     The amount of wrap-up time the call required.
     The device number, name and group name of the device that the agent was connected to.
     The device number and name of the extension/agent the call was transferred from.
    QPage 4-1
    4 
    						
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