Defining a report’s name, access, type, and option
Issue 3.0 May 2002
33
Assign a name to the report
Enter a name for your report in the
Report name
field. The name can have up to 20
characters, including spaces. Because the name you give your report must be unique, you
may want to look at existing custom report names before entering a name for your report.
Use the following steps to list existing report names:
1. Clear the fields
2. Enter an
x
to select a report access—
global
or
private
3. Enter an
x
to select a report type—
Historical
or
Real-time
4. Enter an
x
to select a report option—
Single ACD Only
,
ACD Group Only
, or
Both Single ACD and ACD Group.
See the description for each report option
below.
5. Press Return
6. Select
List all
7. Press Return
The List All window displays all global or private custom report names for the specified
report type.
8. Check the list to ensure that the name you want to give your report has not already
been used. If you are creating a global report, its name must be different from any
name in the list. If you are creating a private report, its name must be different from
names of any existing global or private reports you have created. Your private report
names can be the same as another user's private report names.
9. Press Exit to return to the Report Select window.
The List All window closes, and the cursor returns to the Report Select window.
10. Type the name you want for your report.
Definitions of the report options:
Single ACD Only
When you select this report option, you are defining a report which will pertain only to
information regarding a single ACD. If the single ACD is a member of an ACD Group, NO
information about the ACD Group in which it is a member will be provided in this report. For
example, if an Agent Split/Skill Report for Agent 5001 for ACD 1 is designed via the Screen
Painter (and ACD 1 is defined in the ACD Group named “Sales”), the report will only
display information for Agent 5001 for ACD1.
Upon running the report, you must set your “Current ACD” as single a ACD or you will not
see your report in the Custom Reports>Historical or Real-Time submenus.