Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML
<p>Unlike Filters, Options differ depending on the report being run. Some 
reports do not have any options. All options are not available 
on all reports, therefore only the options that can be used with the report 
selected will be shown.</p>

<p>For example, the screenshots below show the differences between the options available on the <span class="reference">Frequent numbers</span> report on the left 
and <span class="reference">Unused devices</span> report on the right.</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/different_options.png" alt="Options" />

<p>Upon selecting the Option, then click on the <span class="button">Add</span> button to add this option or just select the <span class="button">Close</span> button if you no longer want to include this Option.</p>

<p><b>NOTE: </b> You can select multiple options for any report.</p>

<p>An explanation of all the report options available can be seen below:</p>

<h4>Exclude transfers</h4>

<p>Select this option if you would like to exclude transferred calls when running a report. For example if you were running Call analysis report on incoming calls and wanted to see only how well calls were answered when first presented, you would add the <span class="reference">Exclude transfers</span> option.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/exclude_transfers.png" alt="Exclude transfers" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>When this option is selected, all transferred calls are excluded in the results.</li>
	<li><span class="keyword">No: </span>When this option is selected, transferred calls are included as standard.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Exclude weekends</h4>

<p>This gives you the option of excluding weekend calls from any results shown. To exclude weekend calls, simply select <span class="keyword">Yes</span> as your option.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/exclude_weekends.png" alt="Exclude weekends" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>When this option is selected, weekends calls are normally excluded from the report.</li>
	<li><span class="keyword">No: </span>Select this option to include weekend calls from reports.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Call frequency</h4>

<p>The call frequency option allows you to determine how often a number must be called before appearing in the report. For example, when running
a Frequent Numbers report, you may want the option of seeing only numbers that had been called at least '6' times. To do this you would enter the 
number '6' as an Option in Call frequency as shown below:
</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/call_frequency.png" alt="Call frequency" />

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Rank data by</h4>

<p>You can select the criteria by which you want to order the results from the list as shown in the example below. NOTE: The criteria will change depending on the actual report being run.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/rank_data_1.png" alt="Rank data by" />

<p>The options available in the example above are as follows:</p>

<ul>
	<li><span class="keyword">Number of calls: </span>Order results based on number of calls.</li>
	<li><span class="keyword">Cost: </span>Order results based on cost of calls..</li>
	<li><span class="keyword">Dialled number: </span>Order results based on dialled number.</li>
	<li><span class="keyword">Duration: </span>Order results based on call duration.</li>
	<li><span class="keyword">Location: </span>Order results based on call location.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Thresholds</h4>

<p>When running a report like, for example a Target response report, you may want to define your own thresholds. You can do this by entering the response thresholds you want to report on in seconds. The default setting is 5,10, & 15 seconds. This will show the response times for calls answered within 5, 10 and 15 seconds, as well as those that took longer than 15 seconds. You can change the filters to anything you want. To simplify the report, you may add a single filter as shown in the example below. This example allows you to report on calls answered in less than 10 seconds and those that took longer.
</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/thresholds.png" alt="Thresholds" />

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Group results by</h4>

<p>When running something like a Frequent numbers report, you may want to order the results depending on whether you were more interested in the number dialled or the CLI of the incoming call. To choose which option you would prefer, simply select from the drop-  down list as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/group_results_frequent_numbers.png" alt="Group results by" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Dialled number: </span>The actual number dialled.</li>
	<li><span class="keyword">CLI: </span>The caller line id (CLI) or the incoming caller.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Hide unused</h4>

<p>This option gives you the option of excluding unused extensions from the results shown. To exclude unused extension, simply select <span class="keyword">Yes</span>, from the drop-down list as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/hide_unused.png" alt="Hide unused" />

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Hide contacts</h4>

<p>This allows you to show the number only and not any associated contact name that you may have attached to the number. To hide contacts, simply select <span class="keyword">Yes</span>, from the drop-down list as shown below:</p></p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/hide_contacts.png" alt="Hide contacts" />

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Hide charges</h4>

<p>This option allows the user to hide any charges that have been applied so they do not show on the report. To hide charges, simply select <span class="keyword">Yes</span>, from the drop-down list as shown below:</p></p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/hide_charges.png" alt="Hide charges" />

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Show unconnected</h4>

<p>.............................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/show_unconnected.png" alt="Scored only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Show account code</h4>

<p>.............................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/show_account_code.png" alt="Show account code" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Show unconnected</h4>

<p>.............................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/show_unconnected.png" alt="Scored only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Show "Do not log"</h4>

<p>..........................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/do_not_log.png" alt="Show Do not log" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Sort results by</h4>

<p>When running this report, you may want to order the results to suit. You can select the criteria by which you want to order the results from the list as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_results_busy_channels.png" alt="Sort results by" />

<ul class="content">
	<li><span class="keyword">Time slot: </span>...............................
	</li>
	<li><span class="keyword">Max busy: </span>..................................
	</li>
	<li><span class="keyword">Average busy: </span>....................................................
	</li>
	<li><span class="keyword">Total duration: </span>Will sort results by total duration. Please note that on PDF report duration will be in descending order. On Web reports all headers are clickable so you can alternate between ascending and descending duration.</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Sort order</h4>

<p>Decide if you would like the results displayed in ascending or descending order.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_order.png" alt="Sort order" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Ascending: </span>............</li>
	<li><span class="keyword">Descending: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Ignore missed</h4>

<p>You may choose to ignore missed calls below a defined time e.g. 2 seconds. Because the ring time is so short, these calls are difficult to actually answer and therefore you may not want to include in a <span class="reference">Missed calls</span> report.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/ignore_missed.png" alt="Ignore missed" />

<p>As shown above, you have the option to insert the number of seconds above which your missed calls will be ignored.</p>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Audio only</h4>

<p>.............................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/audio_only.png" alt="Audio only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Notes only</h4>

<p>.............................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/notes_only.png" alt="Notes only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Scored only</h4>

<p>.............................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/scored_only.png" alt="Scored only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Summary only</h4>

<p>When running some bills, you may not want to display every call made in the results. If you want to only show a summary of calls made, instead of listing all calls, select this option.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_only.png" alt="Summary only" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Include internal</h4>

<p>................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/include_internal.png" alt="Include internal" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h4>Callback interval</h4>

<p>.............................................................................................................................</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/callback_interval.png" alt="Callback interval" />

<p>As shown above, you have the following two options:</p>

<ul>
	<li><span class="keyword">Yes: </span>............</li>
	<li><span class="keyword">No: </span>............</li>
</ul>

<p>Once your option is selected, press the <span class="button">Add</span> button to add it to the report.</p>

<h2>Added Options</h2>

<p>Once your options are added, they will appear under the <span class="reference">Options</span> section, as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_2.png" alt="Added Options" />

<h2>Delete an Option</h2>

<p>In order to delete an option, just select it with your mouse and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/red_delete_button.png"> button above it, as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/options_3.png" alt="Delete Options" />

The Options parameter allows you to further narrow down your report results, by excluding certain types of call or sorting the results in a particular manner.

Screenshotmacro
Borderfalse
URL/download/attachments/1540135/options_1.png

These options are specific to the type of report you are running and differ between report types.

Options_box
Task1Audio only
Task2Callback interval
Task3Call frequency
Task4Exclude weekends
Task6Group results by
Task22Thresholds
Task13Rank data by
Task5Exclude transfers
Task21Show unconnected calls
Task12Notes only
Task8Hide contacts
Task11Include internal
Task10Ignore missed
Task7Hide unused
Task9Hide charges
Task20Show 'Do not log'
Task19Show account codes
Task18Show legs
Task17Summary only
Task16Scored only
Task15Sort results by
Task14Sort order

HTML
<a id="Audio only"></a>
Audio only

This option allows you to include in your results only calls that have an associated voice recording.

Reporting_option_ent_1
Value1Audio only
Value2Yes

HTML
<a id="Callback interval"></a>
Callback interval

This option allows you to define, in hours, the time window in which a call must be responded to, in order to be considered handled. The default callback interval is 24 (hours), but you may enter your own value, as shown below:

Reporting_option_ent_2
Value1Callback interval
Value224

HTML
<a id="Call frequency"></a>
Call frequency

This option determines how frequently a call must have been dialled in order to feature in the results of the report. For example, to include only phone numbers that have been dialled twenty times or more, enter 20 as the minimum frequency, as shown below:

Reporting_option_ent_2
Value1Call frequency
Value220

HTML
<a id="Exclude weekends"></a>
Exclude weekends

To exclude weekend calls from your report's results, select the 

Referencemacro
LabelYes
 option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Exclude weekends
Value2No

HTML
<a id="Exclude transfers"></a>
Exclude transfers

To exclude transferred calls from your report's results, select the 

Referencemacro
LabelYes
 option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Exclude transfers
Value2Yes

HTML
<a id="Group results by"></a>
Group results by

Choose from the drop-down list whether to group your results by CLI or dialled number.

Reporting_option_ent_1
Value1Group results
Value2Dialled number

HTML
<a id="Hide unused"></a>
Hide unused

This option allows you to exclude unused extensions from your report's results.

Reporting_option_ent_1
Value1Hide unused
Value2Yes

HTML
<a id="Hide contacts"></a>
Hide contacts

This option allows you to hide the names associated with dialled numbers, CLIs and account codes, as defined in your web user's contacts list. To show only the phone number, select the

Keywordmacro
LabelYes
option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Hide contacts
Value2Yes

HTML
<a id="Hide charges"></a>
Hide charges

This option allows you to hide any charges applied to your report. To hide charges, select the

Keywordmacro
LabelYes
option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Hide charges
Value2Yes

HTML
<a id="Ignore missed"></a>
Ignore missed

Missed calls below a certain duration can sometimes pollute the meaning of a report's results. To exclude such short calls from your report, enter a duration threshold in the text box provided, e.g. to ignore calls below 3 seconds, enter 

Keywordmacro
Label3
.

Reporting_option_ent_2
Value1Ignore missed calls shorter than
Value23

HTML
<a id="Include internal"></a>
Include internal

To include internal calls in your report's results, select the

Keywordmacro
LabelYes
option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Include internal
Value2Yes

HTML
<a id="Notes only"></a>
Notes only

If you want your search results to include only calls that have notes associated with them, select the 

Keywordmacro
LabelYes
  option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Notes only
Value2Yes

HTML
<a id="Rank data by"></a>
Rank data by

Select from the drop-down list the criteria by which you want to order the report's results.

CriteriaDescription

Number of calls

Order results based on the number of calls

Reporting_option_ent_1
Value1Rank data by
Value2Number of calls

Cost

Order results based on the cost of calls

Reporting_option_ent_1
Value1Rank data by
Value2Cost

Dialled number

Order results based on dialled number

Reporting_option_ent_1
Value1Rank data by
Value2Dialled number

Location

Order the results based on location

Reporting_option_ent_1
Value1Rank data by
Value2Location

HTML
<a id="Sort order"></a>
Sort order

Select from the drop-down list if you want your report's results to appear in ascending or descending order.

Reporting_option_ent_1
Value1Sort order
Value2Ascending

HTML
<a id="Sort results by"></a>
Sort results by

Select from the drop-down list the column by which you want to sort your report's results.

Reporting_option_ent_1
Value1Sort results by
Value2Total duration

HTML
<a id="Scored only"></a>
Scored only

This option allows you to include only calls that have a score associated with them, e.g. calls that have already been listened to and scored.

Reporting_option_ent_1
Value1Scored only
Value2Yes

HTML
<a id="Summary only"></a>
Summary only

To show only a summary of calls, instead of an itemised list, select the

Keywordmacro
LabelYes
option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Summary only
Value2Yes

HTML
<a id="Show legs"></a>
Show legs

To show the legs of transferred calls, select the

Keywordmacro
LabelYes
option from the drop-down list. A 
Inlineimage
URL/download/attachments/1310815/add_button.png
icon will be displayed next to any call with associated call legs.

Reporting_option_ent_1
Value1Show legs
Value2Yes

HTML
<a id="Show account codes"></a>
Show account codes

Select this option to display any associated account codes as an additional column in this report.

Reporting_option_ent_1
Value1Show account code
Value2Yes

HTML
<a id="Show 'Do not log'"></a>
Show 'Do not log'

This option allows you to include in your results devices whose status is set to not log calls.

Reporting_option_ent_1
Value1Show "Do not log" devices
Value2Yes

HTML
<a id="Show unconnected calls"></a>
Show unconnected calls

To show unconnected calls in the report's results, select the 

Keywordmacro
LabelYes
option from the drop-down list, as shown below:

Reporting_option_ent_1
Value1Show unconnected calls
Value2Yes

HTML
<a id="Thresholds"></a>
Thresholds

This option allows you to define your response target threshold(s) by entering comma-separated values in the text box provided. The example below shows response time targets for calls answered within 5, 10 and 20 seconds, respectively.

Reporting_option_ent_2
Value1Thresholds
Value25,10,15