Create an advanced report

Besides the simpler basic reports, the Dstny Analytics Platform also contains an advanced report generator. You can define your own reports, as well as create advanced groupings based on the measurement objects, groups, or collection points, in order to display and compare several units at the same time. You can also save these custom-made reports, and create subscriptions in order to have them distributed automatically.

Step-by-step guide

Step one is to go to the Advanced report page through the menu, or use the link directly on the start page.

 
If you have more than one module selector, showing the available modules. The usage of the platform is the same regardless of which module you use. They only present data from different sources. 
Regardless of which module you are using, the steps in this guide can be applied. The next step is to select the module you want to use by clicking on it. In this guide, we are going to use the Telepo BCS - Statistics module.


When you have selected the module you want to work with you are redirected to the page where you set parameters and report targets to the report you wish to create. This page looks the same for all modules, except for the section called Report, which contains all specific settings for the currently selected report. When selecting a report the system automatically loads the targets that your account has been granted rights to measure and is of the current object type for the report.

Select the period your report should cover

The first section under the Parameter tab is where you define the period that the report should cover, and the days of the week you want to include or exclude. In the picture below, the report is set to contain all weekdays in August 2022. Select the dates either by typing them manually or click on the calendar icon next to the text boxes.

If the report should not have a start and end date, but instead be a collection of specific dates, you can select any combination you want by clicking on the sub-tab Custom.

The following section under the Parameters tab, is the Interval tab where you define which hours of the day the report should cover.

 

With the settings on the image above the report would cover all statistics for the selected dates between 7:00 AM and 5:00 PM every day.
The Interval setting also lets you define the initial report view. You can also change this after the report is created, to view the report grouped by another interval.
The format setting is the time format in which all time values are going to be presented. When viewing long periods it may be easier to use the time format hhmmss (hours:minutes:seconds) instead of the default format mmss (minutes:seconds).

Choose the report type

Each module contains one or more reports that describe different aspects of the module data. You select a report by checking the radio button next to the report name.



Since this example uses the Telepo BCS-Statistics module and it contains different reports, such as User id, IVR, External systems, etc. In the picture above the "user id" report is selected. The Result grouping settings define how the result set should be grouped. The available grouping depends on the current report, but usually, the reports support all the grouping alternatives.

Grouping options

You can group the result set based on intervals, and groups/objects. Before using the different groupings, we recommend that you read the section about groupings.

Interval grouping

Commonly used together with result grouping Total, you can decide on Time, Date or the full Period (as set in the parameters). The Time grouping will generate a report focused on time slots summarized for all dates within the parameters.

The interval grouping can also easily be changed after the report has been executed by using the radio buttons on the Grouping tab. This also opens up options like Weekday, Week and Month in a similar fashion as the Time slot grouping.

Result grouping

Commonly used together with interval grouping Period, you can select Objects or Groups (i.e. logical groups in the Analytics platform). This will generate a report focused on the Objects which are the selected users, attendant groups etc., depending on the selected report type. 

Additionally, you can of course use the objects/groups grouping in conjunction with different interval groupings as you desire. 

Add measurement objects

Now you have selected how the report should look and it's time to define what it should contain. By clicking on the icon for Report targets, all the available measurement objects for your account are displayed. You can also see which report grouping and interval grouping you have selected in the previous steps.

When there is a large number of measurement objects and/or groups, you can use the filter function to narrow down the visible measurement objects and groups by applying a filter condition. The filter matches all measurement objects containing the criteria in the name or number part or the description. You select measurement objects by checking the checkbox next to them. When you have selected an object, it will stay in the result list while you change the filter to find other objects.

In the picture above there are no groups, but you can select a single measurement object from within a group by filtering. or expanding the group and checking the desired measurement objects in that group.

Create and work with the report

When you have selected the measurement objects and groups that you want the report to contain, click the Execute button to create the report.
 

The page is then reloaded and the report is created.

 

When the report is ready you can easily change the displayed report interval by checking the radio buttons under the tab Grouping.

For example, if you select Weekday, the same result as before is displayed but the report is grouped by weekday instead of the previous grouping.

In the advanced reports, unlike in the basic reports, there is a large number of columns displayed. The content depends on the selected module and report. Usually, there are between 20 and 50 columns per report and you may need to scroll horizontally to view them all.

Just as with the basic reports, the column headers are clickable to open a popup box with information, or you can simply hover over the header to view a tooltip describing the column description. 

Choose what columns to show or hide

Even though all columns has easily accessible descriptions, it might be a good idea to make the report more focused on certain values. The next step is to select only the columns that you are interested in by going to the Columns tab.



From here you can select all the columns that you want the report to contain by checking the ones you want to show, and unchecking the ones you don't. You can display a tooltip/information about what each column contains by hovering over the column name.

When you have selected the columns you want, click on the Update visible columns button on the upper top left corner of the tab. The page will reload and then contain the selected columns. You can always add or remove columns to a report at a later stage.

Visualizations

Each report in the Dstny Analytics Platform has a number of visualizations designed to provide interesting analysis and insights about the data. Each visualization aims to view the data in a particular way and aid in the analysis of the data.

You can read more about Visualizations here. 

Saved reports

When you have created a report with the settings you want, you might want to save the report as a subscription report, that should be auto-generated and distributed automatically by the system. To create a subscription report go to the tab Save report in the menu. You start by selecting when the report should be sent, the period it should contain, and the interval groupings that should be included. For example, you can create a report that is sent on the first day of every month at 06:00 containing the previous month's data. You must also specify the receivers to whom the report should be sent and create a name for the report. When you have completed these steps, click on the Save button in the lower-left corner of the tab.

You have now created a new subscription report that is located in the saved report archive. You can create as many subscription reports as you want and they are connected to your account.
Note that the report that is loaded is the one that is saved. If you have made changes to the settings but not re-executed the report (by clicking on the Execute button) these changes are not going to be saved unless you execute the report first. For information about how to administrate and edit saved reports, see the guide Administrate saved reports.

Read more about the saved report settings in the section saved reports.

Export and print reports

When you have created a report you can export it out of the system to a file (for example Excel) or print the report. You can also send the report as an email attachment directly within the system. To export a report, go to the tab Export in the menu. Here you can choose the format you want the export to be saved in (the recommended format is Excel – XLS but you can also save it in CSV or plain text for easy manipulation by other systems).

You must also select the interval grouping to include in the report (if you don't select any, the currently selected interval grouping is used). To export it as a file, click on the Save as file button and the report is immediately downloaded to your computer. To send the report as an email attachment in the selected format, type the receiver(s) in the textbox below the Send as email button and then press the button.




Excel exports contain all charts that are presented in the web user interface. The report looks and works the same way, regardless if you are working directly in the web user interface or your Microsoft Excel program. Just as you could in the web user interface you can hoover over the column headers to display a tooltip. There is also a sheet in the document that contains the column descriptions. The document contains one sheet for each of the selected interval groupings.
 

Using the call specifications

On reports that support call specification logging, each call can be reviewed using the call specification log. 
Please note that not all reports support this function.

The call specification contains the following information about each call.

The call specification list has a limit of 10 000 calls. If a larger data set is needed, several smaller reports (shorter time span / fewer objects) must be created.