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Touchpoint Statistics has a built in help function that gives users easy access to help resources from directly within the system. By clicking on any of the info icons spread throughout the system a popup will be displayed with information about that particular feature.
Some of the help information is also presented as inline content in the user interface.
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When you enter the Statistics Extended page for the first time you will be presented with the following options.
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- Select which period the report should cover and which weekdays that shall be included (From-To tab). Click on the calendar icons to the right of the dates to open a calendar where the dates can be selected. If you want to select a non sequential combination of dates this can be done on the Special tab.
- Select what hours during the day(s) that the report shall include span by clicking on the clock icons next to the from and to time fields.
- Select which interval grouping the report initially shall be presented in. The interval grouping can also be changed later on once the report has been created . but his value will be used as the initial grouping.
- Select what time format that time values such as call duration´s should be presented in. The default is hhmmss (hours:minuts:seconds)
- Under the additional tab you have the option to change the interval block length for the time grouping. The default time block value is 30 minutes.
- Select the type of report (Report tab) that you want to create. See the section Report types for more information about the available reports in Touchpoint Statistics.
- Select the result grouping that the report should be created in. See examples of the different result grouping options at the beginning of this page.
- Click on the icon in the Report targets tab tab to select the targets for the report (i.e. the numbers it shall include information about).
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If there is a large number of objects in the list the filter text box can be used to narrow down the visible objectstarget. Start typing a filter criteria in the text box to automatically hide all objects target that does do not match the criteria. Note that selected objects target are always visible even if they do not match the current filter textcriteria.
Once one or multiple targets at least on target has been selected (checked) a Create report button will be visible to the right. Click , click on it to start creating create the report.
The report is now being created. Depending on how long period, how many targets that is included and the number of calls the report will contain it can take a couple of seconds up to few minutes to create a report. If the report takes longer then a few seconds to create a loading page will be loaded that shows the current progress. Once the report creation process is completed by the system the report will be automatically loaded in the user interface.
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When a report has been created it will be loaded in the user interface and additional options tabs will become available in the menu. By default the interval groupings tab will become active and can be used to change the loaded reports current interval grouping. The initial interval grouping is based on the selection made before the report was created.
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The report is presented both as a charts and as a spreadsheet. Some of the reports has have more columns than what is possible to display on the screen at once and it may therefore be needed you could therefore need to scroll horizontally to see them all.
By hovering or clicking on the column names in the charts or in the spreadsheets header row a column description containing information about the content of that column will be displayed. This feature is available for all columns presented in the system.
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When the report was loaded in the user interface additional options became available in the menu. This section describes these different options.
Visible columns
Under the columns Columns tab is possible to select what columns that the report shall containinclude. By clicking on the predefined column combination links at the bottom one of them can be set and then modified further before being applied to the report. Once the desired combination is set the changes will be reflected you can apply the selection on the loaded report by clicking on the Update visible columns button at the top left corner.
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When a report has been created and then customized it is possible to save it as a subscription report (i.e. template a saved report) that can be created and sent to one or several e-mail addresses by the system automatically at any given time.
Under On the Save report tab the settings a saved report can be defined by supplying defining a name, the intended receivers as well as the reoccurring schedule for when the report should be sent and what it shall contain when it is sent. Its also possible to create an inactive report that is not sent automatically but that can be created manually from an archive with the current report settings.
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The last step is to select what format the report should be sent in, depending on the selected format (ex: Excel 2010/2013) different sub options will be available. Some formats has support for multiple interval groupings and charts.
The report is saved by clicking when you click on the Save button at the bottom left corner. After a report has been saved it will be loaded in the saved report editor , where additional schedules can be added etc. See the page Working with saved reports for more information about how to handle saved reports..
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To export a report to for example Excel go to the Export tab, there its possible to . From there you can save the report as a file directly from the browser or to let the system send the file as an attachment in an e-mail message to one or multiple e-mail addresses.
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An exported report contains the same content and settings that was visible and set in the user interface, . If multiple interval groupings was selected the Excel export contains one sheet for each per grouping. (Note that not all export formats supports multiple interval groupings in a single file).
The Excel export also provides contains the same column descriptions as the user interface and it is displayed shown in Excel by hovering the column headers. The column descriptions is also available on the a sheet called named Column descriptions.
Information about the report
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