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Difference between revisions of "myReports"

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{{Breadcrumb|0|0|Unified Communications|OpenScape Business}}
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{{up}} [[OpenScape Office with HiPath 3000]] | {{de}} [[myReports (de)|myReports]]
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{{Breadcrumb|0|0|Unified Communications|OpenScape Office}}
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[[Image:myReports-Screen.jpg|thumb|350px|myReports screenshot]]
 
[[Image:myReports-Screen.jpg|thumb|350px|myReports screenshot]]
  
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The user portal myReports offers comfortable functions for creation of historical reports to the user. User can select a report out of over 80 predefined topic oriented historical reports. If necessary user can modify existing report templates according to his needs using the built in report generator.
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'''myReports ''' is a JAVA based client for creation of historical reports for of [[OpenScape Business]] from a Desktop PC.
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The automation functions of myReports allow user on one hand an 'ad hoc' report generation,  report output on his Desktop and on the other hand a scheduled sending of report by e-mail. my Reports is able to export the generated reported data in common export Formats in case data should to be processed on by other programs afterwards.  
 
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== General ==
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'''myReports ''' offers beneath pure Contact Center related reports also reports about call history for all users and the use of OpenScape Business Voicemail resources.
  
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Information given here have to be considered as "informal only". No warranty can be given for technically correctness.
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The SW is part of OpenScape Business SW image and is bound to the SW version of the communication platform. <br />
 +
The SW version shown within the my Reports client is not identical with the SW Version of the communication platform. <br />
  
 +
The following description refers mainly to '''myReports Version V.4.0.7 '''.<br/>
 +
Deviations within the feature set may occur for previous or subsequent versions of OpenScape Business
  
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=== Referred Version ===
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== Overview ==
  
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myReports V.2.9.14 was the base for this description. Later versions may differ in functionality.
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=== Features ===
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The user portal '''myReports''' offers comfortable functions for creation of historical reports to the user. User can select a report out of over 100 predefined topic oriented historical reports.
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=== Other importent sources within this Wiki for OpenScape Office ===
 
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* [[OpenScape Office FAQ]]
 
  
 +
The automation functions of myReports allow user on one hand an 'ad hoc' report generation, report output on his Desktop and on the other hand a scheduled sending of report by e-mail. my Reports is able to export the generated reported data in common export Formats in case data should to be processed on by other programs afterwards. 
  
 +
[[Image:myReports-Screen.jpg|600px|myReports screenshot]]
  
 
== Features in detail ==
 
== Features in detail ==
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=== User login ===
 
=== User login ===
  
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User can use a myReports Client with his assigned login and password. For use of myReports userrole has to be set to administrator within the contact center user configuration.   
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User can use a myReports Client with his assigned login and password. For use of myReports user role has to be set to supervisor or administrator within the contact center user configuration.   
  
  
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{| {{table}}
 
{| {{table}}
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| align="center" style="background:#f0f0f0;"|'''Parameter'''
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| style="background:#f0f0f0; text-align:center; " |'''Parameter'''
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| align="center" style="background:#f0f0f0;"|'''Description'''
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| style="background:#f0f0f0; text-align:center; " |'''Description'''
 
|-
 
|-
 
| Report template ||User selectes the desired reports template by mouseclick within the the Report Explorer.  
 
| Report template ||User selectes the desired reports template by mouseclick within the the Report Explorer.  
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==== Manage stored Schedules - mySchedules ====
 
==== Manage stored Schedules - mySchedules ====
  
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The mySchedules function of myReports support the used in manageing his stored schedules. MySchedule pesents a list of all user individual defined and stored schedules together with schedule properties like:
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The mySchedules function of myReports support the used in managing his stored schedules. MySchedule presents a list of all user individual defined and stored schedules together with schedule properties like:
  
 
{| {{table}}
 
{| {{table}}
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| align="center" style="background:#f0f0f0;"|'''Parameter'''
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| style="background:#f0f0f0; text-align:center; " |'''Parameter'''
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| align="center" style="background:#f0f0f0;"|'''Description'''
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| style="background:#f0f0f0; text-align:center; " |'''Description'''
 
|-
 
|-
 
| Schedule Name||Schedule Name
 
| Schedule Name||Schedule Name
 
|-
 
|-
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| Start Schedule||The execution of the schedule is initiated on the start date..
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| Start Schedule||The execution of the schedule is initiated on the start date.
 
|-
 
|-
 
| End Schedule||The execution of the schedule is repeated at the configured recurrence  
 
| End Schedule||The execution of the schedule is repeated at the configured recurrence  
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==== Ad hoc sending of reports via e-Mail ====
 
==== Ad hoc sending of reports via e-Mail ====
  
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User is able to send a report as attachment ad hoc via e-Maul to any e-mail recipient.
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User is able to send a report as attachment ad hoc via e-Mail to any e-mail recipient.
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The sender e-mail address starts alwaxs with the user e-mail address stored within the system an can be enhanced with by additional information
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The sender e-mail address starts always with the user e-mail address stored within the system and can be enhanced with by additional information
  
 
=== Report Manager ===
 
=== Report Manager ===
  
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User can manager reports templates by using the Report Manager, which shows a lists all report templates with the following details.
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User can manage report templates by using the Report Manager, which shows a list of all report templates with the following details
  
 
* ID number
 
* ID number
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* Report template group
 
* Report template group
  
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User is able to sort the report templates alphanumeric ascending or descending or filtered within a report template group. In addition he is able to add or deleted the reports which were modified using the integated Report designer BIRT. Standard or built in report templated cannot be deleted by the Report Manager.
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User is able to sort the report templates alphanumeric ascending, descending, or filtered within a report template group.
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Adding a report offers the option for the user to create a new report template group and store the new template within this group or to add it to an existing group.
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All added report templates are available within the report explorer together with the standard report templates.
 
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to the use
 
 
    
 
    
  
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myReports displays all available report template within the Report Explorer arranges by groups. After new installation of myReports following groups are available.
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myReports displays all available report templates within the Report Explorer arranged by groups. After new installation of myReports following groups are available
 
   
 
   
 
* Agent Activity
 
* Agent Activity
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* Wrap-up-Codes
 
* Wrap-up-Codes
  
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=== User Individuel Settings ===
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=== User Individual Settings ===
 
   
 
   
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User can adapt myReports according to his needs within the following points.
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User can adapt myReports according to his needs within the following points
  
 
{| {{table}}
 
{| {{table}}
−
| align="center" style="background:#f0f0f0;"|'''Parameter'''
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| style="background:#f0f0f0; text-align:center; " |'''Parameter'''
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| align="center" style="background:#f0f0f0;"|'''Beschreibung'''
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| style="background:#f0f0f0; text-align:center; " |'''Description'''
 
|-
 
|-
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| Password für certain actions||Certain actions within my Reports are password protected and require the administrator password for myReports. The password setting is valid for a l l users of my Reports.  
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| Password for certain actions||Certain actions within myReports are password protected and require the administrator password for myReports. The password setting is valid for a l l users of my Reports.  
 
|-
 
|-
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| E-Mail-Template||User can modify the subject and information text for scheduled e-mails send out by MyReports. He can chosse between:
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| E-Mail-Template||User can modify the subject and information text for scheduled e-mails send out by MyReports. He can choose between:
 
|-
 
|-
 
| ||* Text - format
 
| ||* Text - format
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| ||* HTML – format
 
| ||* HTML – format
 
|-
 
|-
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| Number Prefixes for some reports|| User has to define the numbers or number prefixes so that myReports can distinguish between "mobil-",international-, tollfree-calls  etc. within certain repports.
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| Number prefixes for some reports|| User has to define the numbers or number prefixes so that myReports can distinguish between "mobil-", international-, tollfree-calls  etc. within certain reports.
 
|-
 
|-
 
|  
 
|  
 
|}
 
|}
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=== Report Designer BIRT  RCP ===
 
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The powerful Business Intellicenge Reporting Tool (BIRT RCP) is integrated within myReports. It can be used either to modify existing report templates or to create new report templates from scratch. Successful handling of BIRT requires know how about BIRT handling also know how about database stuctures, SQL and Java.
 
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myReports supports BIRT user with the bind of my Reports templates directly into BIRT and with the capability to  integrate new report templates into the my Reports report manager.
 
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Additional information about BIRT can be retrieved from the following Internet link[[#External_Links | External Link to  BIRT]].
 
  
 
== Documentation ==
 
== Documentation ==
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=== User manual ===
 
=== User manual ===
  
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* {{File-DL|myReports User Guide |pdf}}
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The user manual can be downloaded from:
  
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=== Reportdocumentation ===
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* Communication system via the  Administration Portal
 +
* Mitel/Unify Partner Portal
 +
* Please get in contact with your responsible Mitel/Unify Service Partner
  
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myReports standard report templates are categorized by Report Explorer in:
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=== Report Description and Examples ===
 +
The following documents contains the output of all reports, report descriptions, and some general information about counting of Contact Center calls.
  
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* '''Agent Activity Reports''' - ''Contact center relevant''. This group of reports is contact center related the included reports refer to agent issues in general. Other system users are not considered within these reports.
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* {{File-DL|OpenScape Business Contact Center Reports|pdf|en}}
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* '''Agents Reports''' ''Contact center relevant''.
 
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* '''Call History Reports''' - ''System wide reports''. These reports contain system wide information and not only contact center related information.
 
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* '''Calls Reports''' - ''Contact center relevant''
 
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* '''Performance Reports''' - ''Contact center relevant''
 
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* '''Queues Reports''' - ''Contact center relevant''
 
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* '''User Presence Status'''  - ''Contact center relevant''
 
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* '''Wrap-up Codes''' - ''Contact center relevant''. The focus of these reports is set to display Wrap-up Code Usage for all queues, per queue, per wrap-up and per wrap-up group
 
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* '''Other''' - ''system wide reports'', not only Contact Center. These reports contain system wide information and not only contact center related information.
 
  
  
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The following documents contains the output of all reports, report descriptions and some general information about counting of Contact Center calls.
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Report description within the document may differ in content from the reports built in the current version of myReports.
  
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* {{File-DL|myReports Reportexamples|pdf}}
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== Software Deployment  ==
  
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Report description within the document may differ in content from the reports built in the actual version of myReports.
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myReports is part of OpenScape Business SW image. <br/>
 +
The system administrator can download the installation files from the Download Center of the communication system and can provide them to the users afterward by appropriate means.
  
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=== Report Examples ===
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== Licensing ==
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A license is required for the use of myReports. <br/>
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To get a first impression how the reports look like, some reports examples are shown here.
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myReports can only be started once per system, so only one license is required for it. <br>
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Theses examples may differ in content and from the reports built in the actual version of myReports due to technical improvements.
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For more details about licenses and license handling see also the sales information of the specific communication platform, which is available within the Mitel/Unify Partner Portal
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{| {{DefaultTable}}
 
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! width="50%" | Report Examples
 
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! width="50%" | 
 
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|-
 
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[[Image:myRports-reportexample1.jpg|350px|Agent Activity Work Times]]
 
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|
 
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MyReports Example #1: Agent Activity Work Times
 
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|-
 
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|
 
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[[Image:myRports-reportexample2.jpg|350px| Call Traffic One Agent]]
 
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|
 
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MyReports Example #2: Call Traffic One Agent
 
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|-
 
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[[Image:myRports-reportexample3.jpg|350px| Contact Center Per Agents]]
 
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|
 
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MyReports Example #3: Contact Center Per Agents
 
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|-
 
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[[Image:myRports-reportexample4.jpg|350px| Queue Summary Details]]
 
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|
 
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MyReports Example #4: Queue Summary Details
 
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|-
 
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|
 
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[[Image:myRports-reportexample5.jpg|350px| Contact Center Summary]]
 
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|
 
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MyReports Example #5: Contact Center Summary
 
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|-
 
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|}
 
  
 
== External Links ==
 
== External Links ==
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[http://www.eclipse.org/birt/phoenix/ Official BIRT website]
 
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[http://download.eclipse.org/birt/downloads/examples/reports/2.1/tutorial/tutorial.html/  BIRT flash movie named “My First Report”.  ]
 
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[http://www.birt-exchange.org/documentation/BIRT_231/wwhelp/wwhimpl/js/html/wwhelp.htm  BIRT Report Designer Help]
 

Latest revision as of 14:54, 20 August 2024

You are here:  

Icon linkarrow.gif Home  Icon linkarrow.gif Unified Communications  Icon linkarrow.gif OpenScape Business  Icon linkarrow.gif myReports

You are here:  

Icon linkarrow.gif Home  Icon linkarrow.gif Unified Communications  Icon linkarrow.gif myReports
myReports screenshot

myReports is a JAVA based client for creation of historical reports for of OpenScape Business from a Desktop PC.

myReports offers beneath pure Contact Center related reports also reports about call history for all users and the use of OpenScape Business Voicemail resources.

The SW is part of OpenScape Business SW image and is bound to the SW version of the communication platform.
The SW version shown within the my Reports client is not identical with the SW Version of the communication platform.

The following description refers mainly to myReports Version V.4.0.7 .
Deviations within the feature set may occur for previous or subsequent versions of OpenScape Business

Overview

Features

The user portal myReports offers comfortable functions for creation of historical reports to the user. User can select a report out of over 100 predefined topic oriented historical reports.

The automation functions of myReports allow user on one hand an 'ad hoc' report generation, report output on his Desktop and on the other hand a scheduled sending of report by e-mail. my Reports is able to export the generated reported data in common export Formats in case data should to be processed on by other programs afterwards.

myReports screenshot

Features in detail

User login

User can use a myReports Client with his assigned login and password. For use of myReports user role has to be set to supervisor or administrator within the contact center user configuration.


Individual language setting

Within the login dialog box user can selct the language for the myReports user interface. He can choose:

  • Czech
  • German
  • English
  • Spanish
  • Finnish
  • French
  • Italian
  • Dutch
  • Polish
  • Portuguese
  • Russian

The language settings also apply to the generated report.

Schedule Manager

The schedule manager of myReports offers the possibility to generate scheduled reports using predefined report templates and to send them to printer, PC-Desktop or by e-mail to the desired destination or simply to store the report.

Every user can store the settings for his report queries individually for further use. The queries are stored under mySchedules and can be edited, deleted, stored again or executed.


Support of Schedules

User can define a schedule for the report generation by entering following paramaters.

Parameter Description
Report template User selectes the desired reports template by mouseclick within the the Report Explorer.
Time of execution User can configure the following execution times for the schedule:
* Start Date - The execution of the schedule is initiated on the start date.
* End Date - The execution of the schedule is repeated at the configured recurrence

intervals until the end date is reached.

* Start Time - The schedule is run for the first time at the time specified here.

If multiple schedules are to be run at the same time, the corresponding reports are generated at intervals of one minute each for performance reasons. This has no effect on the contents of the reports.

* End Time
Delivery by E-mail Scheduled reports are sent to your e-mail address. This requires an e-mail account to have been configured for sending reports. To receive the e-mail, your

e-mail address must have been configured in the communication system.

Recurrence You can configure the following types of recurrence for the execution of a

schedule based on the time specified for the first execution.

* Hourly
* Daily
* Every n days
* Weekly
* Every n weeks
* Monthly
* Every n months
* Yearly
Further report template related input fields *Queue name
* Agent / User
* Wrap up description
* Wrap up group
* Business hours only
Output format User can choose one of the following file output format for preview and e-mail attachment:
* Excel
* PDF
* Word
* PostScript

Manage stored Schedules - mySchedules

The mySchedules function of myReports support the used in managing his stored schedules. MySchedule presents a list of all user individual defined and stored schedules together with schedule properties like:

Parameter Description
Schedule Name Schedule Name
Start Schedule The execution of the schedule is initiated on the start date.
End Schedule The execution of the schedule is repeated at the configured recurrence

intervals until the end date is reached.

Recurrence Recurrence type and interval. User can sort schedules within a colums alphanumerically in ascending or descending order.

For every schedule user can choose additional functions like delete, edit, and display details:

  • Time for first execution
  • Outputformat of the file
  • optional: Recipient´s e-mail-address
  • optional: further specifications for recurrence

Report Preview

User is able to prewiew a defined report, which he has stored previously within the Schedule Manager, before the report request is executed. The Schedule Manger offers tje possibilty to open a stored request to modify the reuest parameters and to store it again using the same or another name. It offers also to delete a stored request.

Ad hoc sending of reports via e-Mail

User is able to send a report as attachment ad hoc via e-Mail to any e-mail recipient. The sender e-mail address starts always with the user e-mail address stored within the system and can be enhanced with by additional information

Report Manager

User can manage report templates by using the Report Manager, which shows a list of all report templates with the following details

  • ID number
  • Report template name
  • Report template group

User is able to sort the report templates alphanumeric ascending, descending, or filtered within a report template group.


Report Explorer

myReports displays all available report templates within the Report Explorer arranged by groups. After new installation of myReports following groups are available

  • Agent Activity
  • Agents
  • Call-History
  • Calls
  • Other
  • Performance
  • Queues
  • User Status
  • Wrap-up-Codes

User Individual Settings

User can adapt myReports according to his needs within the following points

Parameter Description
Password for certain actions Certain actions within myReports are password protected and require the administrator password for myReports. The password setting is valid for a l l users of my Reports.
E-Mail-Template User can modify the subject and information text for scheduled e-mails send out by MyReports. He can choose between:
* Text - format
* HTML – format
Number prefixes for some reports User has to define the numbers or number prefixes so that myReports can distinguish between "mobil-", international-, tollfree-calls etc. within certain reports.

Documentation

User manual

The user manual can be downloaded from:

  • Communication system via the Administration Portal
  • Mitel/Unify Partner Portal
  • Please get in contact with your responsible Mitel/Unify Service Partner

Report Description and Examples

The following documents contains the output of all reports, report descriptions, and some general information about counting of Contact Center calls.


Report description within the document may differ in content from the reports built in the current version of myReports.

Software Deployment

myReports is part of OpenScape Business SW image.
The system administrator can download the installation files from the Download Center of the communication system and can provide them to the users afterward by appropriate means.

Licensing

A license is required for the use of myReports.
myReports can only be started once per system, so only one license is required for it.
For more details about licenses and license handling see also the sales information of the specific communication platform, which is available within the Mitel/Unify Partner Portal

External Links

Retrieved from "http://wiki.unify.com/index.php?title=myReports&oldid=55479"