Auto Print Reports

When the Auto Print option is selected, the ACD MIS Reports main window will appear as follows:

From this menu, the following operations are available:

Modify Auto Print Report Delete Auto Print Report

The bottom half of the main window lists the Auto Print reports that are currently defined.

The following sections describe the actions that are available for Auto Print reports.

2.5.1 Defining an Auto Print Report

Each report category (Agents, Queues, Calls) provides the function Define Auto Print Report. This function allows the user to schedule a report to print at regular intervals.

When the user requests to create an auto print report for a particular report type, the following series of menus will be

This menu allows the user to specify a name for the auto print report that will help to identify the report within the application. The user also specifies if this report will be generated on a daily, weekly, or monthly basis.

Each of these scheduling options is further defined in the following sections.

2.5.2 Defining a Daily Report

After the user selects the Daily option on the Auto Print menu, the following form is displayed.

This menu prompts the user to specify the time of day that this report will be printed. Within the time field, the user can use the up/down arrow keys to set the value for each component of the time (hour, minutes, AM/PM). The user also selects the days of the week that this report will be printed.

After the user has completed this menu, the wizard will then continue with the first menu required to define the requested report type, as described in the earlier sections. The wizard will continue with the report definition, however, the Reporting Period (Start Date/End Date) menu will not be shown. This is due to the fact that the Auto Print schedule implies the dates to be included in the report. In the case of the daily report, data will be included for the last complete reporting interval, prior to the requested print time.

For example, if the Daily report is to be printed at 5:00PM and the reporting interval is 8AM-5PM, the report will include the data for the current day. However, if the scheduled print time falls within the reporting period, then the previous day’s interval will be used.

For example if the requested print time is 9:00AM and the reporting interval is 8AM- 5PM, then the reporting interval will be for

2.5.3 Defining a Weekly Report

After the user selects the Weekly option on the Auto Print menu, the following form is displayed.

This menu prompts the user to specify the time of day that this report will be printed. Within the time field, the user can use the up/down arrow keys to set the value for each component of the time (hour, minutes, AM/PM). The user also selects the day of the week that this report will be printed. The user also selects the week that is to be printed, relative to the print date.

After the user has completed this menu, the wizard will then continue with the first menu required to define the requested report type, as described in the earlier sections. The wizard will continue with the report definition, however, the Reporting Period (Start Date/End Date) menu will not be shown. This is due to the fact that the user already specified the Reporting Period within the above menu.

2.5.4 Defining a Monthly Report

After the user selects the Monthly option on the Auto Print menu, the following form is displayed.

This menu prompts the user to specify the time of day that this report will be printed. Within the time field, the user can use the up/down arrow keys to set the value for each component of the time (hour, minutes, AM/PM). The user also selects the day of the month that this report will be printed. If the user selects the 31st, then the report will be printed on the last day of the month, regardless of the number of days in the month. The user also specifies the reporting period that is to be included, relative to the specified print date.

After the user has completed this menu, the wizard will then continue with the first menu required to define the requested report type, as described in the earlier sections. The wizard will continue with the report definition, however the Reporting Period (Start Date/End Date) menu will not be shown. This is due to the fact that the user specified the reporting period as part of the menu shown above.

2.5.5 Execution of an Auto Print Report At the scheduled time for an Auto Print report, the ACD MIS Report application will send the requested report to the default printer. The default printer can be set through the File → Print Setup command on the main menu.

2.5.6 Modifying an Auto Print Report

The user can modify a previously defined Auto Print report by selecting the Modify Auto Print Report function on the Auto Print main menu. When this function is selected, the ACD MIS Report utility shows the first screen from the Auto Print definition

sequence, with the current values populated for each field. The user can then use the Next/Back buttons to move through the definition and update any of the fields. Finish and Cancel buttons will be available on all menus in the definition sequence, so that the user does not have to advance to the last menu to complete the update. 2.5.7 Deleting an Auto Print Report

The Delete Auto Print Report function allows the user to remove an auto print definition from the system. When the user selects an auto print report and selects the delete function, a confirmation dialog will be shown to verify that the user wants to permanently remove the definition.

2.6

Pull-Down Menus

The Function Menu on the Reports main screen provides access to commonly used functions for the application. Each function category has an associated drop down menu that lists all of the available functions in that category. The available categories and

functions are as follows:

File

P Print Setup

Edit P Cut P Copy P Paste Tools P Set Defaults

U Default Agent List

U Default Queue Set

U Default Report Interval

U Default Report Thresholds

P MIS Server Settings

Help

P Contents and Index

P About ACD Reports

These functions are further defined in the following sections.

File Menu P Print Setup

This function allows the user to define the default printer that will be used for printing reports, including Auto Print reports. When this function is selected, the following dialog is displayed.

This form allows the user to select the default printer and set the paper size, and orientation. Pressing the Margins tab allows the user to set the paper margins and alignment for the report.

P Exit

This function closes the Reports application, including all open report viewer windows. When this function is selected, a confirmation dialog will be opened that informs the user that Auto Print reports will not be executed if the application is not running at the time the report is scheduled to be printed. This window will also have a checkbox control that disables the display of this message in the future.

Edit Menu P Cut

This function is enabled only when the main menu is showing the Auto Print reports and one of the defined reports has been selected. When this function is initiated, the selected Auto Print definition will be removed from the Auto Print list and placed in the Paste buffer.

P Copy

This function is enabled only when the main menu is showing the Auto Print reports and one of the defined reports has been selected. When this function is initiated, the selected Auto Print report definition will be placed in the Paste buffer. This will allow the user to use the Paste function to make a copy of an Auto Print report definition.

P Paste

This function is enabled when an Auto Print report definition has been placed in the Paste buffer using the Copy or Cut function. When this function is initiated, the definition in the Paste buffer will be added to the existing Auto Print report definitions. If the contents of the Paste buffer have the same name as an existing report (as in the case of a Copy operation), then the name of the new display will be “Copy of . . .” referencing the original report definition name.

Tools Menu P Set Defaults

This function will allow the user to set default values for many of the fields that are used within the report definition Wizards. This function is useful for supervisors that generate reports that consistently have the same settings, such as queue set, reporting interval, etc.

When this function is highlighted the following submenu options will be displayed:

U Default Agent List

U Default Queue Set

U Default Report Interval

U Default Report Thresholds

Each of these functions is further defined in the following sections.

P Default Agent List

This function allows the user to setup a default Agent List that will pre-populate the Agent Report wizard Agent List each time a new report is generated. When this function is selected, the following menu will be displayed.

P Default Queue Set

This function allows the user to setup a default Queue Set that will pre-select the queues within the Queue Reports wizard. When this function is selected, the following menu will be displayed.

P Default Report Interval

This function allows the user to set a default reporting interval that will pre-set within the Report wizards each time a new report is generated. When this function is selected, the following menu will be displayed.

P Default Report Thresholds

This function allows the user to set default values for Short Call and Service Level thresholds that will pre-set within the Report wizards each time a new report is generated. When this function is selected, the following menu will be displayed.

P MIS Server Setup

This function is used to change the settings for the MIS Server.

Help Menu

P Contents and Index

The Content and Index function is used to open the Windows HTML Help viewer to view the applications Help file. The help file will include information about all of the features and functions of the application. The help file will include a Table of Contents and Index to help easily locate the desired information.

P About ACD MIS Reports

The About function will display a form that shows the product name, current version number, and copyright notice.