Creating a new report

최근 업데이트 : Jun 30, 2023 |

Before you begin

You need to know the following before you create a new report:

  • If you want to customize the Historical Call Record Report with Report Designer, the Disposition report field will display the numerical values for DISPOSITION, and not the state names. For more information, see the Avaya Call Management System Database Items and Calculations document.

  • With the addition of the split/skill I_OL1TIME and I_OL2 TIME database items, row data will be archived for those items if the skill row spent any time in overload 1 or overload 2. If the row (skill) spent all of its time in the normal state, and has no other reason to be archived (that is, no agent staffed time, no calls handled, and so on), it will not be archived. When you create a report through Report Designer, data should be summed across intervals in order to see meaningful data.

About this task

Do all of the steps in Create a new report to create a custom report. If you consistently do all of these tasks for each report you create, your reports will run properly and you will be able to create them efficiently.

Procedure

  1. Access Report Designer so that you can design the report.

    For more information, see Design mode basics.

  2. Define inputs for the report input window so that users can run the report with parameters they choose.

    For example: split, agent, time, date, and so on.

    You can also define inputs while you create a query. To do so, select Inputs on the WHERE clause window.

    For more information, see The Edit | Inputs menu option.

  3. Define report type and rows of data from specific CMS database tables that will supply data for the tables and charts on the report.

    For more information, see The Edit | Queries menu option.

  4. Define what data from the queries should appear in each chart, field, or table on the report.

    For more information, see any of the following chapters:

  5. Optional Enter text to provide headings for the tables and charts on the report, and to provide additional information, such as the report name.

    For more information, see The Format | Text menu option.

  6. Optional Define fields on the report to show when the report was run and what items the report covers (as defined in the report input window).

    For more information, see The Insert | Fieldmenu option.

  7. Edit a report design with the Cut, Copy, and Paste Edit menu options and standard Windows drag-and-drop conventions. Edit an existing report design to rearrange and delete sections of the report.

    For more information, see Design mode basics.

  8. Save the report before you test it.
  9. Define the name that you use both to run the report and to access the report design if you want to change the design.

    Define access to specify whether other users can run the report and can copy the report’s design to create their own custom reports. Define the type as real-time, historical, or integrated.

    For more information, see Viewing a Report.

  10. Test your report immediately after you design and save it.

    A test helps eliminate wasted time in running a report that has an incomplete design.