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<a id="Introduction"></a>

Introduction

The Enterprise

overview

Overview report is an interactive, click-able report, showing call summaries for each type of call - inbound, outbound and missed. The report is useful for comparing call statistics

for

between different parts of your organisation

; it

and allows you to

inspect any area of your business, starting at the top level of the directory and then

drill-down into

the results

each value to see the same call information for

each subgroup or individual extension

subsequent groups or users. Totals, maximums and averages are displayed at the foot of each column.

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<a id="Running the report"></a>

Running the report

On the Reports screen, select the Enterprise overview report from the left-hand pane and click the Select this report button.

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A new window will appear, where you can set the parameters of your report.

Selecting the reporting period

For 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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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:

PeriodDescription
TodayThe 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.
YesterdayThe 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 weekThe start date is set to the first day of the current week (normally Monday). 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 weekThe 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 monthThe 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 monthThe start date for this period is set in three stages: The day is set to the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. The start and end times are set to 00:00:00 and 23:59:59 respectively.
This yearThe 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 callsThe start and end dates and times are set to the dates and times of the first and last call in the entire call database, respectively.

In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the

Referencemacro
LabelPeriod
 drop-down list and specifying your own  
Referencemacro
LabelStart date
Referencemacro
LabelStart time
Referencemacro
LabelEnd date
 and 
Referencemacro
LabelEnd time
of the period you want to report on.

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Once you have set the reporting period, click on the Next button to set additional report parameters and options, or select the Finish button to run the report immediately.

Tip

Running this report over longer periods of time gives a more accurate picture of your telephone line usage.

Selecting the reporting entity

The Reporting entity parameter allows you to select the part of your organisation whose calls the report should include, e.g. a site, a group or an individual user.

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Site

To report on a particular site, select it from the drop-down list or select All sites .

Reporting_filter
FilterSite
ValueAll sites

Group

If a site has been selected, you are able to further limit the report's results by selecting a group from the drop-down list.

Reporting_filter
FilterGroup
ValueAll groups

User

If both a site and group have been selected, you can further limit the report's results to include only calls

by

involving a particular user, by selecting

it

that user from the drop-down list.

Reporting_filter
FilterUser
ValueAll users

Tip

If your web account is restricted to a specific site or group, only those entities to which you have access will be available in the drop-down lists.

Once you have selected the scope of your report,

 click

 click on the Next button to set additional report parameters and options

. To

, or to run the report immediately

without doing so

,

click the 

click the Finish button.

Selecting the report filters

You can limit the results of your report by choosing one or more of the following filters:

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Account code
If you want to

To produce a

bill

report consisting only of

only chargeable

calls that were made using a particular account code, enter the account code in the field provided.

 

Reporting_filter
FilterAccount code
Value0140

To report on more than one account code, separate each code using a comma.

Call type

This filter allows you to define the type of call you want to report on, in terms of where the call originated and where it was delivered, e.g. incoming, outgoing, internal etc.  To report on all types of call, set this to All calls.

Reporting_filter
FilterCall type
ValueAll calls

Carrier

If you use more than one carrier, you can limit the results to include only calls that were made using a specific carrier.

Reporting_filter
FilterCarrier
ValueAll carriers

Info

If you use only one carrier, there will be no drop-down list available and no option to choose a carrier.

CLI

Calling Line Identification (CLI) is the telephone number of the remote caller in an incoming call scenario.

You can report on calls that originate from a specific CLI or those whose CLI matches a particular pattern of digits. For example, to report on all incoming calls from Tri-Line, you could enter 02072652600.

Reporting_filter
FilterCLI
Value02072652600

You can use the ! symbol to explicitly exclude a CLI from the report's results, and/or the

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching.  For example, to exclude calls from Tri-Line, but include all others, you could use !020726526*. To report on more than one CLI, use a comma to separate each entry.

Cost

You can define a cost filter to include calls above or below specific values by entering your criteria, as shown below:

Reporting_filter
FilterCost
Value<2.00

You can specify a cost range by using the 

Referencemacro
Label-
 symbol; to specify limits, use the comparison operators, >, <, and 
Referencemacro
Label!
 .

Destination

If you want to filter calls to a specific, known destination, type the name of the destination in the text box provided. This filter accepts the ! and * symbols for excluding values and specifying partial matches, respectively.

For example, if you wanted to exclude all calls to France, you could enter

Keywordmacro
Label!France*
, as shown below:

Reporting_filter
FilterDestination
Value!France*

Dialled number

To filter calls to a specific dialled number, type it in the text box provided. The dialled number is defined as the number that is dialled (in the case of an outbound call), or the DDI number that the remote party dialled to reach a particular extension or group (in the case of an inbound call).

To filter calls to a specific area, a partial number can be entered (e.g. 0033 for calls to France).

Reporting_filter
FilterDialled number
Value0033

You can use the ! symbol to explicitly exclude a dialled number from the report's results, and/or the 

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching.  For example, to exclude calls to Tri-Line, but include all others, you could use !020726526*). To report on more than one dialled number, use a comma to separate each entry.

Duration

To filter calls above or below a particular duration, enter the desired duration in seconds.

Reporting_filter
FilterDuration
Value>1800

You can specify a duration range by using the 

Referencemacro
Label-
 symbol; to specify limits, use the comparison operators, ><, and 
Referencemacro
Label!
 .

In the above example, the report will return only calls longer than 1800 seconds (30 minutes).

LCR code

To filter your results to include only calls that used a Least Cost Routing (LCR) code, enter it in the text box provided.

Reporting_filter
FilterLCR code
Value162

You can use the ! symbol to explicitly exclude a LCR code from the report's results, and/or the 

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching.  For example, to exclude calls made using all LCR codes beginning
Referencemacro
Label162
, you could enter
Keywordmacro
Label!162*
To report on more than one LCR code, use a comma to separate each entry.

Response

This option allows you to filter calls based on their response time, measured in seconds. Specify the desired response time threshold in the text box provided.

Reporting_filter
FilterResponse time
Value>10

In the above example, the search results will display calls that have a response time greater than 10 seconds. 

You can specify a response time range by using the 

Referencemacro
Label-
 symbol and; to specify limits, use the comparison operators, ><, and 
Referencemacro
Label!
 .

Start time

This option allows you to filter calls based on the time the call started. Specify the start time in the text box provided using the hh:mm:ss format.

For example, to include only calls that began after 10 am, you could enter 10:00:00 in the Start time field, as shown below:

Reporting_filter
FilterStart time
Value10:00:00

Trunk access code

If your telephone system uses trunk access codes to connect calls using specific channels, you can limit your report's results to include only calls made using those codes. Specify the trunk access code in the text box provided.

Reporting_filter
FilterTrunk access code
Value9

You can use the ! symbol to explicitly exclude a trunk access code from the report's results, and/or the 

Referencemacro
Label*
 symbol as a wildcard in digit pattern matching. For example, to exclude calls made using the
Referencemacro
Label9
 trunk access code, you could enter 
Keywordmacro
Label!9
To report on more than one trunk access code, use a comma to separate each entry.

Selecting the report options

This section enables you to further narrow down your report results, by excluding certain types of calls. It also allows you to sort the report's results in a particular manner.

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URL

http:

/

/docs.tri-line.com:8090/

download/attachments/4817254/enterprise_overview_options.png

Exclude weekends

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

Referencemacro
LabelExclude weekends
 option.

Reporting_option
OptionExclude weekends

Exclude transfers

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

Referencemacro
LabelExclude transfers
 option.

Reporting_option
OptionExclude transfers

Hide unused
Tick this option if you would like to exclude any entity which has not been used

To exclude unused extensions from your report's results, select the Hide unused option.

Reporting_option
OptionHide unused

Sort order

Choose from the

Referencemacro
LabelSort order
 drop-down list whether you want the results of the report to appear in ascending or descending order.

Reporting_filter
FilterSort order
ValueAscending
OptionSort order

Sort results by

To sort your report's results by a particular column, select it from the 

Referencemacro
LabelSort results by
 drop-down list.

Reporting_filter
FilterSort results by
Value

Day

Name

Ignore short missed calls

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
.

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Selecting the report format

This section allows you to choose the

output

media format of your completed report.

To select the desired format, click on the drop-down list and choose from the available options: Web, PDF, Excel, CSV and XML.

The formats available are 

Referencemacro
LabelWeb
Referencemacro
LabelPDF
Referencemacro
LabelExcel
Referencemacro
LabelCSV
 and 
Referencemacro
LabelXML
.

More details about each report format are available in the Setting the report format section above.

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<a id="Creating the report"></a>

Creating the report

When you have

chosen

selected a reporting period

, and are happy with your selections, you have two options:
  • run the report now
  • schedule the report for future delivery

    and have chosen any filters and options, you can either run the report immediately by clicking on the

    Buttonmacro
    LabelRun now
     button, or schedule it for future delivery.

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    If you click on the Run now button, the report will run instantly in your chosen format.

    If you want to schedule the report to run at a later time, follow the instruction given in the Schedule a report section.

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    <a id="The report's results"></a>

    The report's results

    The results of the report will display as show a summary of all call types - inbound, outbound and missed calls volumes - organised by call type - for the part of your organisation you have selected. You can run the report at the top directory level and then drill down into it to reveal the same information
    of all site or extension groups, showing call summaries for each call type (inbound, outbound and missed calls).
    The WEB format of the report allows for complete flexibility when viewing any report. All headers are clickable, allowing you to re-arrange the report layout in seconds, to sort the calls in ascending or decending order based on the header clickedreport entity you selected. By clicking on the About this report link at the top-right corner of the page, you can review any filters and options that have been applied to the report.

    As with all reports

    , the header

    produced by TIM Plus, each page of the report includes the following information:

    • the report's title
    • the date and time
    of
    • that the report was generated
    • the name of the report, if applicable
    In WEB format,

    The

    Referencemacro
    LabelWeb
    format is the most interactive of all formats: all column headers are click-sortable and most graphical and tabular elements can be drilled down into, allowing deeper analysis of your results. 

    The Web format allows you to see the results of the report can be viewed at different organisational levels: site level, group level, user level and as an itemised list.

    Site level

    At site level, the report will

    appear as below.

    show call summary information for each site, as shown below:

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    Group

    LevelYou can click on any site to drill-down to the user group information. The example below shows the report's results at the user level, for the London site.

    level

    By clicking on a site, you can drill down into group-level information, as shown below:

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    User level

    When drilling down into a group, a new report is produced, showing the same summary information for each individual user within that group, as shown below:

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    3

    4.png

    The

    At all organisational levels, the body of the report consists of

    detailed

    a table containing call 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

    entity. The column headers of this table are described below:

    Total duration: This column shows the total duration of all incoming calls by all extensions in the group.
    HeaderDescription
    Site/Extension GroupIf reporting on more than one site, the first screen will by default show site information. If reporting on a single site only, the report will display the extension group by default. You can drill-down to the extension group level, by clicking on the individual site name. 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.MissedThe missed calls column is always displayed as red. It allows you to re-order your call analysis detail based on whichever of the following criteria is most important:
    • SquiggleImage Removed: Shows how many unanswered (or abandoned) calls lost by all active extensions in the particular group displayed.
    • Avg duration: Shows the average duration of missed calls for the group displayed alongside.
    AnsweredThe answered calls columm is always displayed in green. It allows you to re-order the Call analysis report based on incoming call information. You can re-arrange based on any of the following selection criteria:
  • SquiggleImage Removed: Shows the number of incoming calls that were successfully answered by extensions in the group. Transferred calls are included in this total.
  • Name

    The name of the entity for each line of data

    Missed

    • SquiggleImage Added: The total number of missed calls
    • Avg duration: The average duration of all missed calls (in seconds)

    Answered

    • SquiggleImage Added: The number of incoming calls answered by extensions within the selected entity, including transferred calls
    • Total duration: The total duration of all incoming calls (in hours, minutes and seconds)
    • Avg duration: The average duration of all incoming calls
    for the group.
    • (in hours, minutes and seconds)
    • Avg response: The average time taken to respond to
    calls for the group/extension displayed.OutboundThe outbound calls column is always displayed in blue. It shows the total number of calls for each half hour, the maximum, average and total duration for calls in that half hour and average and total cost of calls made in that half hour. It also allows you to re-order the Call analysis report based on this outbound call information. You can re-arrange based on any of the following selection criteria:
    • all incoming calls (in seconds)

    Outbound

    • SquiggleImage Modified: The number of outbound calls
    made by the extension group.
    • Total duration: The total
    aggregate
    • duration of all outgoing calls
    by all active extensions in the group.
    • (in hours, minutes and seconds)
    • Avg duration:
    Average
    • The average duration of
    an
    • all outgoing calls
    by all extensions in the group.
    • (in hours, minutes and seconds)
    • Total cost:
    Total
    • The total aggregate cost of all outbound calls
    made by all active extensions in the extension group.
    Tip

    In addition to

    the

    summary information, totals and averages

    of all

    for each call

    types

    type are shown in the footer

    for

    of each column.

    User level

    To see the information for each individual extension in a particular group, click on the extension group you're interested in, and a new report will be produced showing the same summary information for each individual extension in the selected group, as shown below:

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    Itemised list

    Finally, by

    By clicking on the hyperlink of a particular

    extension

    user, a new report is produced

    again, showing

    that shows - in chronological order -

    the actual calls that were

    an itemised list of calls made or received by that

    particular extension.

    user, as shown below:

    Screenshotmacro
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    The

    output for this is slightly different than the previous summary screens and rather than a summary information, the calls are presented as an itemised list. The table below explains what each column represents

    headers of the itemised call table are described below:

    HeaderDescription
    Date & Time
    Shows the
    The date and time the
    calls was
    call started
    .
    Source
    Details of
    The place from where the call originated
    .
    CLI
    Shows
    The telephone number of the
    caller line identity of the incoming call.DestinationFor outgoing calls, shows the destination of the call; for other calls, shows the type of call, e.g. unanswered, abandoned, internal, feature call.ResponseThe response field shows the length of time it took before the call was answered
    remote caller for inbound calls

    Route

    Shows the number that was dialled, in the case of an outgoing or internal call.

    The information displayed in this field is determined by the type of call:

    • for incoming calls, this shows the CLI of the caller
    • for incoming internal calls, this shows either the caller's username or extension number
    • for outgoing calls, this shows the dialled number

    Destination

    The information displayed in this field is determined by the type of call:

    • for incoming calls, this shows the name of the user whose extension answered the call, or the extension number if not available
    • for outgoing calls, this shows the geographical location that was dialled, or an alias if defined in your contacts list
    • for internal calls, this shows the extension that was dialled, enclosed in square brackets [ ]
    ResponseThe length of time it took for the call to be answered (i.e. the response time
    .
    )
    Duration
    Shows the
    The duration of the call (in hours, minutes and seconds
    .
    )
    Cost
    Shows the
    The cost of the call
    .
    Listen to the recording buttonImage RemovedShows only if there is a recording associated with the call. To play, simply click on this icon.If you would like to go back and view this report for a larger section of the organisation, click on the appropriate link in the breadcrumb,

    To modify your report to cover a larger organisational scope, click on an element of the breadcrumb as shown below:

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