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How to Read Reports

Help Contents | How to Generate a Report | How to Read Reports

Any report that you generate displays its data in a table. Different report types generate different table columns and table panels, but the formats are identical. Your available actions are:

  • Click on column headers to sort the rows of the table.
  • Click an underlined row or cell contents to drill down into the data, which appears in a new data panel that is added to the display, on the right. Scroll to the right to see new panels that appear off-screen. You can continue to drill down as long as data is underlined.
  • Click on the Next Range and Previous Range buttons (in Operational Reports and VAR Reports) to generate a related new report based on the current time frame, but a shifted time range.
    For example, if the current report covers three months from August 1 to November 1, clicking Previous Range generates a report for the previous three months, roughly May 3 to August 1.
  • Click the Export button to save the data. You will chose the destination directory, but not the name.

The controls listed below are for data table panels that appear to the right of the filter column.

Report Data Display Controls
Data Display Element Purpose / Functionality
Data row Click to drill down on the data row for more detail on that row alone. The details appear in a new window to the right of the existing window, and the nature of those details depends upon the nature of the data row. For example, if the data is a historical list of calls, clicking on one row displays a Call Details window with information about the call that you selected.
Properties bar Displays time of report generation and other meta data.
Pagination bar Displays pagination information for the report, if it is saved in CSV format. Click on a page number to generate a report for that page.
Column heading Click to sort the entire table by the selected row, an up arrow in the column heading indicates that the data is sorted from the lowest to the highest values in that column and a down arrow indicates the opposite order.

Click-and-drag to move a column horizontally within the display.

Horizontal scroll bar
(entire screen)
Click-and-drag to scroll horizontally the entire screen. For example, scroll to the left to display the filter column.
Horizontal scroll bar
(individual panel)
Click-and-drag to scroll horizontally through data, if the window is too narrow.
Quick Filter field Enter text that must appear in a data row for it to be displayed.
Export button Click to save the displayed page of data to a data file of comma-separated values with a name that follows this convention:

user_gvp_rpt_report type.date generated.csv
A standard Windows dialog box lets you chose the saved file's destination directory.

Tenant Filter Open the Tenant Filter panel (to the right of the filter panel) where you can select and clear check boxes to filter the browse panel to the left.
Call Disposition Select a Call Disposition from the drop-down list, which can include: Completed in IVR, Transferred to Agent, Abandoned in Queue, and Rejected.
Refresh Refresh the display with the latest data.
These Generic Filter Panel Control Buttons appear in the filter column for most report types.
Button Function
Collapse Hides the filter panel on the left side of the window.
Restore Reveals the filter panel on the left side of the window.
Close Closes the currently displayed report.
Fit to Contents Expands or contracts the selected column to match the widest cell's contents.
Browse Opens a browse window for the selected filter item, where you can make selection(s).
Clear Clears the field containing your current selection(s). Visible only when cursor rolls over the field.

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This page was last modified on 18 December 2014, at 10:52.