Organisation Drill-Down

<h2>Introduction</h2>

<p>A simple, quick, easy-to-use, fully-clickable report which begins with
a complete summary of all extension groups' activity (outgoing and
incoming calls) and each group's total call costs.  Click on the
group you're interested in, and the report zooms in to show the same
summary information for each individual extension in that group. 
Zoom in further by clicking on a particular extension, and the report
will show you a detailed log of all activity on that extension.  An
added bonus of this report is its ability to identify calls on
extensions that you mightn't have thought even existed! These are
shown separately at the foot of the extension groups, and can
sometimes create a few surprises!</p>

<h2>Running the report</h2>

<p>On the Reports screen, either double-click on the <span class="reference">Organisation Drill-Down</span> report in the report list or select it and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/run_now_button.png" /> button, as shown below:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_1.png" alt="Organisation drillDrill-downDown" />

<p>The following screen will be displayed:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_2.png" alt="Organisation drillDrill-downDown" />

<h4>Select a report period</h4>

<p>Select a period over which you want the report to produce information.  
Choose from one of the in-built periods from the list.</p>

<p>The default is set <span class="keyword">Last Month</span>, indicating that the report should cover the last calendar month, and NOT the last 30 days.</p>

<h4>Or enter your own custom period</h4>

<p>If you want to specify a period not
shown in the list, just enter your start and end
dates and times manually into the boxes provided.</p>

<h4>Select a specific site</h4>

<p>If your system is set-up to administer multiple sites, you have the
option of selecting a particular site here.  Select the blank line
(or leave the box empty) to report on all of your sites.</p>

<h4>Select an extension group</h4>

<p>You can shortcut the extension group summary by explicitly choosing an
extension group from this list.  Leave the selection blank in order
to produce a clickable summary of all extension groups, along with
their summary information.</p>

<h4>Specify a partial dialled number</h4>

<p>You can report on calls to a particular area or number by entering a
partial or full number in the field below. e.g. enter '07' if you
would like to see how much each department is spending calling
mobiles or '00' for International calls. Leave the selection
blank if you are not interested in calls to specific locations.</p>

<h4>Specify call duration (secs)</h4>

<p>If you want to exclude calls below a certain duration, enter a minimum
duration here e.g. 5 for five seconds. Leave the selection blank if
you are not interested in a minimum call duration.</p>

<h4>Select a field to order the results by</h4>

<p>Results, by default are ordered by cost. If you want to order the results in
any other order, select the field here e.g.</p>

<h4>Sort order</h4>

<p>Results, by default are ordered in ascending order. If you want to order the
results in descending order, tick on <span class="keyword">Descending</span> here.</p>

<h4>Options</h4>

<p>Selecting (ticking) the options below allows you to traverse the report by
clicking on the hyperlinks for each extension group, or individual
extension.  Hyperlinks are usually shown with a blue underline, but
these can be undesirable when printing reports.  By deselecting this
option (clearing the tick mark), you can have the system produce a
static report that doesn't allow the user to drill down.</p>

<p>To show a summary of all calls, rather a breakdown of all unanswered,
answered and outgoing calls, select the option to <span class="keyword">Combine call totals</span>.</p>

<h2>Creating the Report</h2>

<p>When you have chosen a reporting period, and are happy with your selections, click on the <span class="button">Run Now</span> button.</p>

<h2>The results</h2>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_3.png" alt="Organisation drillDrill-downDown" />

<p>In the top left-hand corner of the report is the report's title,
followed by the selection criteria you selected when you ran the
report.  The body of the report consists of detailed summary
information about each extension group (or individual extension if
you already selected an extension group during the criteria selection
process).  A description of each column header is described here, in
order from left to right:</p>

<table class="confluenceTable">
	<tbody>
		<tr>
			<th class="confluenceTh">Column header</th>
			<th class="confluenceTh">Description</th>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Extension Group</b></td>
			<td class="confluenceTd">This shows the name of each extension group which the system determined made calls.  If an extension group is missing from this list, then the system did not find any calls made or received by any extension in that group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>#Exts</b></td>
			<td class="confluenceTd">This shows the number of extensions in the group that made or received calls.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Unans</b></td>
			<td class="confluenceTd">Shows how many unanswered (or abandoned) calls lost by all active extensions in the particular group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Ans Calls</b></td>
			<td class="confluenceTd">Shows the number of incoming calls that were successfully answered by extensions in the group.  Transferred calls are included in this total.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Total Durn</b></td>
			<td class="confluenceTd">Total duration of all incoming calls by all extensions in the group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Avg Durn</b></td>
			<td class="confluenceTd">Average duration of all incoming calls for the group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Out Call</b></td>
			<td class="confluenceTd">Total number of outbound calls made by the extension group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Total Durn</b></td>
			<td class="confluenceTd">The total aggregate duration of all outgoing calls by all active extensions in the group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Avg Durn</b></td>
			<td class="confluenceTd">Average duration of an outgoing call by extensions in the group.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Cost</b></td>
			<td class="confluenceTd">Total aggregate cost of all outbound calls made by all active extensions in the extension group.</td>
		</tr>
	</tbody>
</table>

<h4>Drilling down</h4>

<p>Having seen the summary information for each extension group, you may wish
to see the same information for each individual extension in a
particular group.  Assuming
the <span class="keyword">Enable click-throughs</span> option was selected in the report selection criteria
screen, each extension group will be coloured blue and underlined,
indicating a hyperlink.</p>

<p>Click on the extension group you're interested in, and a new report will be
produced showing the same summary information, but this time for each
individual extension in the selected group, as shown below:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_4.png" alt="Organisation drillDrill-downDown" />

<p>Finally, by clicking on the hyperlink of a particular extension, a new report
is produced showing, in chronological order, the actual calls that
were made and received by that particular extension.</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/organisation_drill_down_5.png" alt="Organisation drillDrill-downDown" />

<p>The output for this, the lowest level in the Organisation Drill Down
report, is slightly different than the previous summary screens. 
Because this is an itemised list of all calls made and received,
there is no summary information, and so there is a different
structure, as defined below:</p>

<table class="confluenceTable">
	<tbody>
		<tr>
			<th class="confluenceTh">Column header</th>
			<th class="confluenceTh">Description</th>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Date & Time</b></td>
			<td class="confluenceTd">The date and time the call started.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Extension</b></td>
			<td class="confluenceTd">The extension number (including the name in brackets).</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Destination</b></td>
			<td class="confluenceTd">The destination (place name) where the call terminated, or a brief description of the type of call if it was an incoming one.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>CLI</b></td>
			<td class="confluenceTd">The caller line identification of the incoming call will be shown here, if output.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Dialled Number</b></td>
			<td class="confluenceTd">The number dialled, in the case of an outbound call.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Trunk</b></td>
			<td class="confluenceTd">The number of the trunk carrying the call will be shown here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Response</b></td>
			<td class="confluenceTd">If output, the time taken to answer the call will be shown in the response field here.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Duration</b></td>
			<td class="confluenceTd">The duration of the call in hours, minutes and seconds.</td>
		</tr>
		<tr>
			<td class="confluenceTd"><b>Cost</b></td>
			<td class="confluenceTd">The cost, if any, incurred by the call.</td>
		</tr>
	</tbody>
</table>