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<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>Click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/reports_button.png" /> function button, on the top right-hand side of the main application window to access the <span class="reference">Reports</span> screen.</p> <p>From this screen, either double-click on the <span class="reference">Organisation Drill-Down</span> report in the reportreports 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 Drill-Down" /> <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 Drill-Down" /> <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 Drill-Down" /> <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 Dur</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 Dur</b></td> <td class="confluenceTd">Average duration of all incoming calls for the group.</td> </tr> <tr> <td class="confluenceTd"><b>Out Calls</b></td> <td class="confluenceTd">Total number of outbound calls made by the extension group.</td> </tr> <tr> <td class="confluenceTd"><b>Out N/C</b></td> <td class="confluenceTd">........................................................................</td> </tr> <tr> <td class="confluenceTd"><b>Total Dur</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 Dur</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> |
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