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When you log in into the system you will be redirected to the start page. From this page you have easy access to the different parts of Meridix Basic.
Click on the start screen icons or use the menu to access the different parts of the system.
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Meridix Advanced - Go to the Meridix Advanced reports. If your account does not have access to Meridix Advanced it will be displayed as disabled when clicked.
My account - View or change settings for your account.
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Start by defining the period you want the report to cover. This is done by clicking on the calendar icons to the right of the From and To dates to open a calendar where you can select the dates you want to include. You can change month and year by using the arrows at the top.
Select the time span during the day(s) you want the report to include by clicking on the clock icon to the right.
Under the tab Settings you have additional options for which weekdays that shall be included as well as the format you want time values like call duration's to be presented in.
Select which report you want to create by clicking on the drop down list to view the available reports grouped by the type they target.
Example: To create a User id report, start by clicking on the User id section to display all available reports for the User id type.
When you select a report in the list, the system will load all report objects that is available from your account for that type of report.
If there are a large number of items in the list you have the possibility to narrow it down by using the filter function. Start typing in the filter text box and the visible targets will automatically be limited to the ones that match you criteria. Note that selected items are always visible even if they do not match the current criteria.
When you have selected one or several targets for the report by checking the check box on the left of each items an Execute button will appear.
Click on the Execute button to create the report with the settings defined in previous steps. The report will now be created and you may see a progress message while it is loading if it takes more than a couple of seconds for the system to create the report.
Work with a loaded report
Once the report is created and loaded it will be presented as a chart and a spreadsheet under the Result tab.
Column descriptions
By hovering or clicking on any of the column headers in the spreadsheet or in the chart you will see a description about the content of that report value. This is available throughout the system and is accessible everywhere that report values are presented.
Interval groupings
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By selecting for example weekday you can view the result grouped by weekday instead of by time. The available interval groupings for a report depends on the period that it cover.
Auto update
You can make the system automatically reload the report at a given interval by checking the auto update checkbox once a report is loaded. This will re-create the report at the defined interval automatically with the latest information.
Export a report to Excel or other file formats
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You can then choose whether you want to save it as a file directly from you browser or if you want to send the file as an e-mail attachment to one or multiple e-mail addresses directly from the system.
The exported files also include built in column descriptions that can be accessed by hovering the column headers or by going to the column descriptions sheet.
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