<h2>What is a Reporting Collection</h2> <p>Reporting collections allow you to collate separate groups of users from across your entire organisation. You are no longer constrained to your actual organisational structure. For example, you could create a 'virtual group' for reporting purposes only. This will enable you to report on all of your sales teams from across the country, and compare like-for-like, as a single virtual group. In this way the sales manager would get access to all his sales teams stats without having to trawl through the call stats for other teams on other sites.</p> <img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/group_1.png" alt="Adding a Group" /> <h2>Adding a Reporting Collection group</h2> <p>To add a Reporting Collection to the directory, simply select 'Reporting Collection' from the Organisation unit list as shown below and give it a name that represents its function e.g. ABC Ltd as shown below. Then click <b>Add</b> to put in to your directory.</p> <p>There are no limits to the amount of Reporting Collections you can add so you can set up your TIM Enterprise directory to faithfully mimic your actual organisational directory. You simply select the Reporting Collection, give it a name and press add.</p> <img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/reporting_collection_1.png" alt="Adding a Reporting Collection" /> <h2>Adding objects to a Reporting Collection group</h2> <p>To add sites, groups or users to a reporting collection group, simply click on the directory object you want to select for reporting purposes and use the right hand button on your mouse to copy to the clipboard. To select more directory objects, simply drill up and down through your directory and follow the same procedure.</p> <img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/group_1.png" alt="Adding a Group" /> <p>To move all of the objects on the clipboard into the Reporting collection group, simply press <b>'Paste'</b>. If you only want to move some of the objects, tick alongside the objects that require moving and then press <b>'Paste'</b>.</p> <p>Please note that as these groups are designed for reporting purposes only, it also means that calls are not duplicated.</p> <p>Your Reporting Collection will appear in the Directory as follows:</p> <img src="http://www.tri-line.com/common/img/documentation/tim_enterprise//reporting_collection_2.png" alt="Adding a Reporting Collection" /> |