Select a reporting period
For your search results to return calls for a specific time period, choose a preset period from the drop-down list. To define your own time period, choose "Custom period" from the drop-down list and specify the exact
and dates and times in the boxes providedFor each report, you must specify a time span that covers the calls you want the report to include. This is known as the "reporting period".
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Preset period
To select a pre-defined period, expand the drop-down list and select from following options available:
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There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:
| Period | Description |
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| Today | The start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59. |
| Yesterday | The start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This week | The start date is set to the first day of the current week (normally Monday) of the current week. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last week | The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This month | The start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last month | The start date for this period is set in three stages. : The day is set to 01, the first day of the month. The month is set to the current month minus one, or in the case of January, it is set to 12previous month. The year is set to the current year, unless it is a new yearcurrently January, in which case, the previous year is reduced by oneused. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| This year | The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| All calls | The start and end dates and times are set to the date dates and time times of the first and last call in the entire call database, respectively. |
Custom period
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Custom period
To define your own report period, simply select Custom period from the drop-down list and enter in the From date and To date as well as the From time and To time fields as shown below:
In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the
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Run or schedule the report
To run or schedule the report without setting any further parameters, simply click on select the Finish button. To continue adding parameters; to apply further settings, click on the Next button, which will lead you to the Entity parameters.
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<h2>Select a reporting period</h2>
<p>Calls made or received during the period you specify here will feature in the report's results. Choose a preset period from the drop-down list or define your own by choosing "Custom period", whereupon you'll be able to specify exact "From" and "To" dates and times in the boxes below.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_period.png" alt="Reporting period" />
<h4>Preset period</h4>
<p>To select from the pre-defined periods, simply click on the down-arrow
displayed alongside the periods and select from following preset
options:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_period_1.png" alt="Reporting period" />
<p>The period options are defined more fully below:</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh" width=98>Period</th>
<th class="confluenceTh">Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Today</b></td>
<td class="confluenceTd">The start and end dates are set to the current date. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Yesterday</b></td>
<td class="confluenceTd">The start and end dates are set to the current date minus one day. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This week</b></td>
<td class="confluenceTd">The start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to <span class="keyword">00:00:00</span>
and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last week</b></td>
<td class="confluenceTd">The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to <span class="keyword">00:00:00</span>
and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This month</b></td>
<td class="confluenceTd">The start date is set to the first day of the current month. The end date is set to the current day. The start time is set to <span class="keyword">00:00:00</span>
and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last month</b></td>
<td class="confluenceTd">The start date for this period is set in three stages. The day is set to <span class="keyword">01</span>, the month is set to the current month minus one, or in the case of January,
it is set to <span class="keyword">12</span>. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to
<span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This year</b></td>
<td class="confluenceTd">The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to
<span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>All calls</b></td>
<td class="confluenceTd">The start and end dates and times are set to the date and time of the first and last call in the entire call database, respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Custom period</b></td>
<td class="confluenceTd">Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates.</td>
</tr>
</tbody>
</table>
<h4>Custom period</h4>
<p>To define your own report period, simply select <span class="keyword">Custom period</span> from the drop-down list and enter in
the <span class="reference">From date</span> and <span class="reference">To date</span> as well as the <span class="reference">From time</span>
and <span class="reference">To time</span> fields as shown below:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_period_2.png" alt="Reporting period" />
<h2>Run/Schedule the report</h2>
<p>To run/schedule the report without setting any further parameters, simply click on the <span class="button">Finish</span> button. To continue adding parameters, click on the <span class="button">Next</span> button, which
will lead you to the <a href="Setting the report Entity">Entity</a> parameters.</p> |
direct you to the Entity section of the report wizard.