CallAnalyst User Guide
Trivium System Inc.
Contents Page No.
Introduction to CallAnalyst 03
How Call Information is send to the computer 05
Using Call Data Manager 06
CallAnalyst Icons 07
Using CallAnalyst Databases 08
Installing CallAnalys 11 Read me File 12
Installing CallAnalyst Software 13
Connecting Phone System to the Computer 17
Starting CallAnalyst 18
Configuring Call Data Manager 19
Configuring Secure Login 22
Acquiring License 23
Managing Reports 24
Selecting Report Criteria 27
Generating Billing Reports 30 Using Graphical Reports 32
Using Call Distribution Reports 34
Using Tabular Reports 36
Automating Report Generation 37
My Favorite Report 41 Modify My Favorite 42
Managing Call Records 43
Displaying Call Records 44
Sorting Call Records 46
Search and Replace within Call Records 47
Editing Call Records 48
Deleting Call Records 49
Importing Call Records 51
Archiving Call Records 54
Restoring Call Records 55
Automating Call Record Archival 56
Retrieving Call Records from Remote Locations 59 Managing Contacts 62 Adding/Creating Contacts 62
Assigning Phone Numbers to Contacts 63
Viewing Call History of Contacts 65
Importing Contacts from Text Files 67
Configuring CallAnalyst to Manage Tasks 68
Associating Phone Numbers and Names 69
Manage Groups and Departments 70 Managing Extensions 72
Managing Lines 74
Managing Account Codes 76
Setting Up Rate Plans for Call Costing 78 Local And Toll Free Area Codes 81 Testing and Configuring Serial Port 82
Traffic Analysis 84
Glossary 87
Troubleshooting 88
Introduction to CallAnalyst
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How SMDR/CDR information is sent to
the computer
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Using Call Data Manager (CDM)
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CallAnalyst Menu Icons
The following list describes the icons displayed at the top of the CallAnalyst Main
Window:
CallAnalyst increases productivity, facilitates billing and helps detect toll fraud and
phone abuse. It also has powerful tabular (text) and graphical report generating
capabilities. Reports can be used to analyze your telephone as a critical business
communication tool thereby improving its effectiveness and reducing your telephone
related costs.
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If you exit Windows in a non-standard fashiom due to power faliure or do so during a database
entry operation or if Windows becomes locked up, your CallAnalyst database could become
corrupt. CallAnalyst includes built-in utility to Manually clean up the database in the event of
corruption. You can use this utility by selecting the Start|Programs|Trivium|Tools|
Database Tools menu item and followingthe instruction in the Wizard.
Automating Repair & CompactIf you exit Windows in a non-standard fashion due to power failure or do so during a database
entry operation or if Windows becomes locked up, your CallAnalyst database could become
corrupt. CallAnalyst includes built-in utility to schedule the clean up of the database in the
event of corruption. You can use this utilities by selecting the Start|Programs|TriVium|Tools|
Compact Automation Setup option.
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Using Compact & Repair automation option, user can schedule database compression & repair.
Compact repair automation can be scheduled on Daily, Weekly, Monthly, One time only, When computer starts, When user logs in basis.
After providing correct parameters, compact & repair automation will be successfully scheduled.
Note: For scheduling compact & repair automation, two or more automation profiles should not be scheduled at the same time.
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Installing CallAnalyst Software
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Starting CallAnalyst
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Configuring the Call Data Manager (CDM)
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Configure the Login Parameters
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Acquiring License
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Generating Reports
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Setting Report Criteria
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Generate Graphical Reports
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Automating Report Generation
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To Add a Report in My Favorite Report List:
Configure the report to be added, with the desired criteria. Click on Favorite button
to add it to My Favorite reports
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To Modify My Favorite:
Goto EDIT/Modify My Favorite
Or use shortcut CTRL+M this will open the below
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To change the criteria of a particular report, select the appropriate report in the left hand
side and click on the
Criteria
button. The call selector screen opens. Make the required
changes and click on
Accept
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Displaying Call Records
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Sorting Call Records
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Search and Replace Operation within
Call Records
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Editing Call Records
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Deleting Call Records
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Importing Call Records
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Archiving Call Records
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Restoring Call Records
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Automating Call Record Archival
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Retrieve Call Information from Remote
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Adding Contacts
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Assigning Phone Numbers to Contacts
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Viewing Call History of Contacts
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Viewing Contacts
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Importing Contacts from Text Files
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Configuring CallAnalyst to Manage
Tasks
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Associating Phone Numbers and
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Manage Groups and Departments
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Managing Extensions
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Managing Lines
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Managing Account Codes
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Specifying Rate Plans
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Traffic Analysis
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Contacting Trivium Systems
