The report window displays all reports that are currently open.
This window consists of the following elements: • Report Title: Displays the name of the open report.
• Information Display: Displays various information for each report. — Filter: Indicates the filter that was used to generate the report. — Dates: Displays the time frame for which the report was run.
— Last Run At: Indicates the data and time that the report was last run. If you refresh the report, this will update to the current date and time.
— Items (seconds): Displays the total number of items in the report, followed by the time it took to generate the report.
You can hide this information by clicking the up arrow in the toolbar. Report Title Information
Display Toolbar
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• Toolbar: Provides quick access to some common features associated with reports, as described in the following table.
• Tabs: Displays the report indicated by the tab name. One tab will appear for each report that has been run.
NOTE: You can press F12 to activate the report window, or you can press CTRL + F12 to close the report list and have the report window occupy the entire main window. You can also double-click the report caption to toggle between displaying or not displaying the report list.
When the report information is expanded, the filter that is applied to the report, the report’s date range, the time the report was run, the number of records, and the time it took to run the report are all displayed.
In addition, each report has two view modes:
• List Mode: Displays the report as several individual items. You can select these items and use the scroll bars to scroll across the range of the report. This is the default mode for a report.
• Preview Mode: Displays the report as it would appear in print. In this mode, you cannot select items, and the scroll bars only scroll around the current page.
ICON MEANING FUNCTION
Expand Toggles the report information between expanded and collapsed mode. When collapsed, only the report name is displayed. When expanded, the information display is shown.
Date Range Displays a menu of common date ranges that you can quickly apply to the current report.
Filter Menu Displays a menu of available filters that you can quickly apply to the current report.
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In either mode, you can right-click the report to display the report window menu or use the main toolbar buttons as described in the following table.
In addition, the following options are available in the shortcut menu (see page 77 for more details): • Refresh • E-Mail • Publish • Print • Print Preview • Information • Properties • Close
Titlebar
The titlebar is the rectangular region at the top of the application window. This dis- plays the application name and contains the standard windows buttons for minimiz- ing, maximizing, and closing applications.
ICON MEANING FUNCTION
Show Details Displays the call detail report for the selected call.
Copy Copies the report’s data to the clipboard for pasting into other applications.
Show Summary Displays the call summary report for the displayed report.
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Toolbar
The toolbar allows you to perform various actions that apply to the application or to the displayed report. The available toolbar buttons are described in the following table.
Button Description
Displays the main menu where you can access most commands (see
page 82).
Displays the Add/Edit Report dialog for adding reports (see page 85).
Toggles the report list on and off. This icon is recessed when the report list is visible.
Displays the Filter Manager for creating and editing filters (see page 101).
Displays the Tariff Manager for creating and editing tariffs (see page 105).
Displays the Options dialog box (see page 75).
Displays the Network Settings dialog box (see page 83).
Refreshes the open report’s data.
Calculates a summary of the calls displayed in the open report. This Call Summary report is then displayed as a separate report (see page 98). Copies the open report’s data to the clipboard (see page 95).
Displays the report in print preview mode (see page 96).
Prints the displayed report to the default printer.
Opens the Export Wizard that enables you to export the open report (see
page 113). You can also click the arrow to display a menu of other wiz-
ards, including e-mail and publish. This button displays the icon for the last wizard you used.
Displays the Auto Reporter menu, which allows you to configure the Auto Reporter schedules (see page 129).
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Main Menu
To access the main menu, click the main menu icon ( ) on the toolbar. The follow- ing options are displayed:
• New Report: Displays the Add/Edit report dialog, allowing you to add or edit reports (see page 85). This is the same as clicking the button in the toolbar. • Import: Launches the Import Wizard for importing information (see page 121). • Options: Displays the Options dialog which allows you to configure Reporter.
This is the same as clicking the button in the toolbar.
• Network Settings: Displays the Network Settings dialog (see page 83). This is the same as clicking the button in the toolbar.
• Events: Displays the Event window that allows you to view specific information (see the User’s Manual).
• Page Setup: Allows you to specify the page information for displaying/printing the reports.
• Print: Displays the standard Print dialog that allows you to select the destination printer.
• Print Preview: Displays the open report in print preview mode. This is the same as clicking the button in the toolbar (see page 96).
• Help Topics: Displays the on-line help contents.
• Getting Started: Displays the startup screen that provides quick access to vari- ous topics.
• About Reporter: Displays information about the version of Reporter you are running. It also includes information about licenses, archive times, etc.
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Network Settings
For the product to obtain real-time call data from Server, it must be able to locate a CTI Server (Server). To do this, select the Network option from the main menu or click the Network option button ( ). The Network Set- tings screen is displayed.
To configure the network settings, you must first select a protocol. Your options are NetBIOS (for use with IP/ IPX or NetBEUI) or TCP/IP (for a direct IP connection). (If you don’t know which protocol to use, ask your Network Administrator.) You can setup the CTI Server network either manu- ally or automatically using this screen.
NOTE: Only Server versions 2.51.0033 and later support direct communication using TCP/IP.
ALSO: It is recommended that you use TCP/IP if installing any of the Call Center Suite of products for the first time. A direct TCP/IP connection is faster and easier to diag- nose.
Automatic Configuration
NOTE: You must select a protocol before you can use the Automatic Configuration option.
To automatically configure the Server, click Auto Configure. The product will auto- matically attempt to find a CTI Server (Server) on the network. Once Reporter has found a CTI Server, and the information in this screen is updated, click OK to exit this screen and save the changes. To cancel unwanted changes, click Cancel.
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