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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 time of day the report shall span by clicking on the clock icons next to the from and to time fieldsin the Interval..
- Select which interval grouping the report initially shall be presented in. The interval grouping can also be changed once the report has been created but his value will be used as the initial groupingafterwards.
- 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 in the Report tab. 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 to select the targets for the report (i.e. the numbers it shall include information about).
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Under the Report targets tab the numbers that the report should include can be selected. The available targets depends depend on the type of report selected in the previous step. If a User id report was selected this tab will only contains targets of the type User id etc.
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Select one or multiple targets by checking the check box to the left of the objects. To select all at once check the check box at the top..
If there is are a large number of objects in the list the filter text box can be used to narrow down the visible target. Start typing a filter criteria in the text box to automatically hide all target targets that do not match the criteria. Note that selected target are always visible even if they do not match the current criteria.
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Once at least on target has been selected (checked) a Create report button will be visible to the right, click on it to create the report.
The report is will now being be 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 than 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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Work with a loaded report
When a report has been created it will be loaded in the user interface and additional 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.
The available interval groupings depends on the report period. Shorter periods A shorter period that for example does not span multiple months does not present the Year and month interval grouping alternative etc.
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The report is presented both as a charts and as a spreadsheet. Some of the reports have contain more columns than what is possible to display on the screen at once and you could therefore , therefore you 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 that are presented in the system.
When Additional options will be available when the report was is loaded in the user interface additional options became available in the menu. This section describes these different options.
Visible columns
Under the Columns tab it is possible to select what columns that the report shall include. By clicking on the predefined column combination links 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 you can apply the selection on the loaded report by clicking on the When you are satisfied with your combinations, click on the Update visible columns button at the top left cornerto update the report.
Create a saved report - (Subscription report)
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On the Save report tab a saved report can be defined by 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 It's 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.
The scheduled times at which the saved report shall be sent can be set to a wide range of combinations for example The first day of every month 08:00 with the Previous month.
Its It's also possible to select what result and interval groupings the report should be created with.
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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) Excel format different sub options will be available. Some formats has have support for multiple interval groupings and charts.
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Export a report to Excel
To export a generated report to for example Excel e.g. Excel, go to the Export tab. 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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The Excel export contains the same column descriptions as the user interface and it is shown in Excel by hovering the column headers. The column descriptions is also available on in a sheet named Column descriptions.
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By going to the Call specification tab its it's possible to view a list of all the calls that is included in the report individually. Due to performance reasons the call specification is only available if the total number of calls in the reports i less than 3000 (incoming and outgoing summarized). To view the call specification for a longer period the report needs to be split into several reports covering shorter periods.
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